Transfer your investments to BMO
No matter what your investment goals, we're here to ensure you're on your way to achieve them. Transfer your investments to BMO today and count on us to give you the support and guidance you need to make real financial progress. Ready to transfer your investments or learn more about how we can help?
How do I transfer my investments to BMO?
However you like to invest, you’ll start by filling out a transfer form to move your investments to BMO from another bank or financial institution. Need help getting started? Call 1-877-225-5266 for help transferring to BMO Mutual Funds or GICs, or 1-888-776-6886 for help with BMO InvestorLine.
Why transfer to BMO?
Advice the way you like it
Whether you’re looking to invest with an investment professional or prefer to trade online, we have the products and guidance you need.
Award-winning commitment to ESG
BMO has been named one of Canada’s 50 best corporate citizens for 2023. footnote 1
Flexible investment solutions and platforms
From professionally managed solutions and flexible GICs to best-in-class online investment platforms, BMO’s here to help you reach your goals.
Recognized for excellence
18 FundGrade A+® Awards in 2023. footnote 2
A legacy of investment expertise
Count on decades of proven experience across investment categories and styles.
Trusted by millions
Canada’s 2nd largest ETF provider, and manager of over $150 billion in mutual fund assets footnote 3
Transferring Investments FAQs
We won’t charge you anything for switching to BMO. Depending on the financial institution you’re transferring your investments from, a transfer out fee may apply.
The entire process usually takes between 2 and 6 weeks, depending on how long it takes your current financial institution to release the funds.
There are no tax implications when transferring in your RRSP, TFSA or RESP to a similar registered account.
Investment resources
How to build a proper investment portfolio
Learn about building the best investment portfolio for you.
Keys to success in online investing
Get tips on how to get the most from your online brokerage.
Invest like a pro
Find out how to make your savings work harder though you by investing.
Ways to contact us
There are various ways to get in touch. Choose your preferred method.
Investing with a professional
Manage your investments online
- Footnote star detailsTerms and conditions apply
- Investment professional refers to Personal Bankers, Financial Planners, Investment and Retirement Planning and Investment Specialists that are representatives ofBMO Investments Inc.
- TMTrademarks of Bank of Montreal.
- Footnote 1 details https://www.corporateknights.com/rankings/best-50-rankings/2023-best-50-rankings/
- Footnote 2 details FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the "best of the best" among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from "A" to "E" receives a score from 4 to 0, respectively. A fund's average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, seehttps://www.fundgradeawards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata. The FundGrade A+ Awards and the FundGrade Ratings being referenced are calculated based on comparisons of performance of investment funds within a specified category established by the CIFSC.
- BMO Growth Opportunities Fund Series A was awarded the 2021 FundGrade A+® Award in the CIFSC Canadian Focused Equity category for the one-year period ending December 31, 2021 out of a total of 553 funds. Performance for the fund for the period ended June 30, 2022 is -13.50% (1 year), 5.66% (3 years), 7.07% (5 years), and 6.62% (since inception on April 17, 2015).
- BMO Sustainable Opportunities Global Equity Fund Series A was awarded the 2021 FundGrade A+® Award in the CIFSC Global Equity category for the one-year period ending December 31, 2021 out of a total of 1,127 funds. Performance for the fund for the period ended June 30, 2022 is -23.00% (1 year), 2.70% (3 years), 5.69% (5 years), and 7.55% (since inception on April 28, 2016).
- BMO U.S. Dollar Balanced Fund Series A was awarded the 2021 FundGrade A+® Award in the CIFSC Global Neutral Balanced category for the one-year period ending December 31, 2021 out of a total of 893 funds; Performance for the fund for the period ended June 30, 2022 is -11.88% (1 year), 3.34% (3 years), 3.99% (5 years), and 5.06% (since inception on August 12, 2013).
- Footnote 3 details BMO GAM, November 1, 2023 and BMO GAM September 30, 2023