Online trading tools and research

Special offer:

Get up to $3,500 cash back^*

Get up to $3,500 cash back when you invest online with BMO InvestorLine Self-Directed – that’s like getting 350 trades on us.footnote, asterisk

Offer tiers table
You invest:	You get:
$5,000 - $24,999	$300
$25,000 - $99,999	$400
$100,000 - $249,999	$500
$250,000 - $499,999	$600
$500,000 - $999,999	$1,050
$1,000,000 - $1,499,999	$2,050
$1,500,000+	$3,500

Plus, get an additional $50 if you’re an existing BMO customer.^*

Open an account

Use Promo Code: SDCASH

Offer available to new BMO InvestorLine clients who open and fund their first account. Trades defined as $9.95 CDN electronic equity trade commissions. See terms and conditions for complete details.

Build a sustainable portfolio

Get ESG insights

Elevate your trading strategy

Get BMO active trader

Trade like a pro, even if you’re not

Top research
Stay informed with research lists covering US and CDN equities.
Analysis tools
Fundamental analysis tools for the experienced and novice trader.
Intuitive trading
Easily trade over 2,000+ stocks across the major North American exchanges (TSX, NYSE, NASDAQ and more).
Performance tracking
Benchmark your portfolio against key indexes and get mobile and email updates.

Market research

Get all of the information you need to stay informed on an ever-changing market with our research tools.

Proprietary and third party research
In addition to B M O Capital Markets, we’ve partnered with leading research providers like Morningstar and S&P Global Ratings to give you reliable, independent perspectives on thousands of North American-listed companies.
Analyst Ratings
Looking for third-party recommendations? Our Analyst Ratings feature captures ratings and target prices for Canadian and U.S. stocks, like the Lipper Fund rating for Exchange Traded Funds
Screeners
Screeners let you filter different stocks, ETFs, mutual funds and fixed income securities based on a wide range of criteria. Use our enhanced screener and research tools to customize and streamline your results. Leverage pre-defined screeners, e.g., low fee, highly rated funds, etc, to help discover the right investments for you.
Watch lists
Our redesigned watch lists allow you to retrieve a personalized list of current quotes with ease. Track the performance of up to 50 stocks, options or indices at a time.

Fundamental analysis

It doesn’t matter if you’re a novice or a savvy, experienced trader – our analysis tools are here to help you dive deeper into the data and invest with confidence.

Our own tools are powered by Trading Central, an industry leading third-party trading tool, to let you deep dive into potential investments with insightful analytics.

Personalized Insights

Get dynamic insights on market events that are personalized to stocks or ETFs in your portfolio or watchlist. You can take advantage of new opportunities in real-time with insights on dividend announcements, earnings releases and distribution payments. These insights are ranked within your feed based on the weight of that security in your portfolio and importance of the event.

Value Analyzer

Identify undervalued stocks and evaluate their potential with our rich, graphic tool, and become proficient in value investing – a popular investing style used worldwide.

Technical Insight

Access a universe of unbiased trade ideas based on emerging technical events. This valuable technical analysis tool lets you find, research and analyze new equity opportunities.

A screen showing a graph with candlesticking as part of the self-directed fundamental anaylsis tools

ESG insights

Build a more sustainable portfolio that aligns with your values and preferences. Our industry-leading ESG insights can help give your investment strategy an edge with research & ratings that allow you to invest through a sustainable lens. Powered by MSCI, an industry-leading ESG research provider covering 821,400+ equity and fixed income securities around the globe, these insights can help you identify high ESG rated companies driving change - from adopting innovative green technologies to a more equal and inclusive workplace.

Review the overall ESG rating of any company or ETF and see how each performs under the three pillars of Environmental, Social, and Governance.
Compare ESG ratings of any company to its stock price and to its industry peers.
Identify industry leaders based on long-term risks such as climate change, human capital, corporate behaviour, board diversity, and more.
Stay informed of industry-specific business issues that may create significant risks and opportunities.
Analyze controversies and companies' adherence to international norms and principles.

Open an account

Tracking

Once your trades are made, our platform has the tools to track your performance. You can even do it from your smartphone!

Benchmark comparisons: Compare your portfolio’s performance to nine key indexes in four different time frames.
Mobile-friendly: Make trades and stay on top of your activity from your smartphone.
Customize your charts: Draw trend lines and then save your chart settings for faster future reference.
Receive mobile and email updates: Act fast on opportunities with updates on the stocks you’re following, along with daily or weekly performance summaries. Get email notifications whenever an equity and/or option order has been filled.

A screen listing holding summaries of a user’s tracked stocks

Experienced trader? Elevate your trading with BMO’s 5-Star Program

Tailored for seasoned traders, our program offers exclusive tools, and dedicated support for those with 15+ trades per quarter or over $250,000 in investments.