Advanced Trading with BMO InvestorLine Self-Directed
Elevate your online trading experience with rich research, advanced tools and a fully customizable active trading platform. Gain access to equities, fixed income, options and other securities, detailed analytics, as well as advanced options tools that will help ensure your trading strategy remains a step ahead.
Exclusive perks and pricing for active traders who make 150 eligible trades in any 3 consecutive months, including $3.95 commission for online trades.- Customize your trading environment with BMO Active Trader, our most powerful platform yet.
- Advanced tools and capabilities like multi-leg options, screeners, strategy builders with margin trades evaluated using real time buying power calculations.
- Free access to educational resources to level-up your options and active trading knowledge.
Special offer:
Get up to $3,500 cash back.*
Level up to sophisticated trading solutions
Get unparalleled access to a world of trading insights and opportunities, designed for experienced, strategic traders.
BMO Active Trader
Customize your trading strategies with advanced tools from our powerful trading platform.
- Customizable workspaces with drag and drop modules, feature-rich portfolios and watchlists, news, alerts and company research.
- Real-time streaming Level 1 and Level 2 market data for major North American exchanges (at no additional charge).
- Advanced technical charting with 100+ indicators and 30+ drawing tools.
- Integrated trading and account management capabilities.
- Access to a wealth of educational content to help you master the platform and refine your trading strategies.
Options Trading
Trade options with ease to maximize your potential investment returns.
- Multi-leg options trading with integrated options chains, Greeks, and analysis tools allow you to execute complex strategies with precision and confidence.
- Options screeners and strategy builders make it easy to explore and create options strategies that match your goals.
- Expert-led educational webinars and tutorial videos to enhance your knowledge and skills for more informed decision-making.
Margin Trading
Maximize your buying power and obtain additional funds by borrowing against the value of your investments.
BMO InvestorLine provides accurate margin calculations (buying power) which update every five minutes, factoring in price movements, intraday filled orders and loan conditions.
Trades are evaluated based on real-time buying power calculations, reducing the risk of margin calls.
- Full transparency into how your buying power is calculated, including margin rates and loan conditions.
- A seamlessly integrated view of position pairings, such as covered calls and spreads to easily monitor and manage complex option strategies.
Unlock even more advanced trading capabilities
Advanced Technical Charts
Use our wide range of indicators and drawing tools to help you make well-informed decisions.
- Use technical indicators and drawing tools, such as trendlines, Fibonacci retracements, and more.
- Follow convergence and divergence trends to identify market entry and exit points.
Market Heatmaps
Follow stock and market performance to conduct market research with ease.
- Track bullish and bearish moves in the market.
- Gain valuable insights to make informed trading decisions.
Streamlined Watchlists & Portfolios
Create and customize up to 10 watchlists, each holding up to 500 symbols, for a total of 5,000 symbols.
- Create personalized watchlists to assist your trading strategies.
- Simulate custom portfolios and track their performance with ease.
Multi-Leg Options
Trade multi-leg options strategies effortlessly.
- Multi-Leg options trading, with up to two legs.
- Built-in profitability analysis and scenario tools.
Options Screener
Uncover hidden gems with ease using our powerful Options Screener.
- Filter through a wide range of options themes.
- Determine key investment opportunities.
Strategy Builder
Build, analyze, and fine-tune your options strategies.
- Create custom strategies.
- Analyze the market with precision.
- Match your unique investment goals.
Trading on Margin
Use leverage to fund your trading strategy.
- Trades are evaluated with real-time buying power calculations.
- Maximize trading opportunities as market conditions change during the trading day.
Displayed Buying Power
Updated buying power calculations provide key insights for your trading experience.
- Your buying power is calculated every five minutes during trading hours.
- Your buying power factors filled orders, money movement, option exercise and assignment, and loan conditions.
Margin Review
Review margin information for current holdings.
- See which positions are concentrated on the holdings page with adjusted loan conditions.
- Review current margin and loan value rates for holdings.
Active Trader Pricing
Unlock exclusive perks and pricing for active traders. Tailored to those who make 150 eligible trades or more per quarter, InvestorLine Self-Directed offers exclusive pricing, tools and dedicated support to help you get more value for your trades.
- $3.95 flat fee for each trade you make online.
- Professional-level tools, like BMO Active Trader.
- Automatic enrollment as a Platinum or Diamond Star member in our exclusive 5-Star Program.
Elevate your options trading skills with our free and comprehensive learning suite
Browse our options courses
Our interactive options course is meticulously designed for traders who want to deepen their understanding of the option complexities and gain practical insights and strategies to succeed in the complex world of trading.
Watch expert-led options webinars
Gain valuable insights and explore advanced options strategies with our informative webinars, co-hosted by industry experts from OptionsPlay.
Explore our options trading videos
Visualize key options concepts like index options and options Greeks with our engaging animated video series.
BMO Advanced Trader FAQs
BMO Active Trader provides a powerful web-based trading platform that allows you to execute your trading strategies with ease and precision. A fully customizable workspace that provides real-time streaming quotes, advanced technical charts and market insights allowing you to quickly trade North American equities, ETFs, and options.
- Trade frequently, whether that be a few times a month to multiple times a day.
- Regularly trade options and various options strategies.
- Am interested in accessing real-time streaming Level 1 and Level 2* market data.
- Want access to a robust charting application with technical studies.
- Want quick access to news, analysis tools and insights into what’s moving the markets.
* Level 2 market data is only available within BMO Active Trader Pro (in addition to Level 1)
You’ll need an options-approved account. If you’re a new client, you can apply for an options-approved account when opening your BMO InvestorLine account. If you’re an existing client, you can upgrade your account online.
Our Education Hub is packed with resources like articles, videos, webinars, and courses on options trading. We cater to traders of all levels, from beginners to seasoned professionals. Visit our Education Hub today!
Up to 2-legged strategies, including: Long option, Short option Covered Calls, Spreads, Straddles, Strangles and more.
Margin trading is the practice of borrowing funds from a broker to trade securities. The loan or borrowed funds provided are secured by the value of the assets in your portfolio and are monitored daily to ensure sufficient levels of non-borrowed funds are available and maintained in your account at all times. BMO InvestorLine currently offers intra-day margin capabilities. This means margin requirements and balances are calculated approximately every five minutes during regular market hours
Active Trader Pricing is a discounted commission rate available to clients who execute 150+ eligible trades within a quarter. It applies to trades placed on the Self-Directed, BMO Invest App, and BMO Active Trader platforms.
BMO Active Trader is our advanced trading platform, offering features like real-time streaming quotes, advanced charting, and more. It’s a benefit of our 5 Star Program. Learn more about BMO Active Traderand access tutorials on our Education Hub. You can even play the tutorials side-by-side as you navigate the platform.
You’ll automatically receive Active Trader Pricing at $3.95 per trade when you place 150 or more eligible online commissionable stock, ETF, and option trades within any three consecutive calendar months. See complete Commission & Fee Schedule here.
Have questions? That’s what we’re here for.
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Have one of our Specialists contact you to discuss your needs.