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Submitted URL: http://www.secure.bmoinvestorline.com/
Effective URL: https://www.bmo.com/main/personal/investments/online-investing/investorline/self-directed/
Submission: On June 13 via manual from CA — Scanned from CA
Effective URL: https://www.bmo.com/main/personal/investments/online-investing/investorline/self-directed/
Submission: On June 13 via manual from CA — Scanned from CA
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<div class="heebo font-weight--light sm-font-size--14 sm-line-height--1-half sm-mt--half" panelwrapperprops="[object Object]" aria-controls="" tabindex="" api="[object Object]">Information you send us is not encrypted. Do not send us any personal
information (example: account numbers and/or passwords) over the internet.</div>
<div class="heebo font-weight--light sm-font-size--14 sm-line-height--1-half sm-mt--half" panelwrapperprops="[object Object]" aria-controls="" tabindex="" api="[object Object]">By pressing SUBMIT, you are providing your express consent to
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Bank of Montreal, <span aria-hidden="true">BMO</span><span class="show-for-sr">B M O</span> Trust Company, and <span aria-hidden="true">BMO</span><span class="show-for-sr">B M O</span> Private Investment Counsel, Inc.). You can withdraw your
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COVID-19 Update: Important information regarding contact center servicing and
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* Investments
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INVESTORLINE SELF-DIRECTEDINVESTOR LINE SELF-DIRECTED
Our easy-to-use online trading platform lets you invest in stocks, ETFs, mutual
funds and more! We provide research, tips and tools so you can make every trade
with confidence.Our easy-to-use online trading platform lets you invest in
stocks, Exchange Traded Funds, mutual funds and more! We provide research, tips
and tools so you can make every trade with confidence.
* Commission free trading on some of Canada's most popular ETF's
* Elevate your trading strategy with our new BMO Active Trader platform
* Industry leading research and real time quotes at your fingertips
* Benchmark, Customize and Track your performance with our easy-to-use analysis
tools
* Build a more sustainable portfolio with environmental, social and governance
insights
Open an accountLet us contact you
SPECIAL OFFER:
Get up to $3,100 cash back when you open your account.*
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INVEST MORE, EARN MORE!
Get cash back up to $3,100 when you invest in a new Self-Directed
account.*footnote, star†footnote, dagger
Offer tiers tableYou invest:You get:$5,000 - $24,999$300$25,000 -
$99,999$400$100,000 - $249,999$550$250,000 - $499,999$800$500,000 -
$999,999$1,500$1,000,000+$3,100
NEW BMO CUSTOMERS
Open an account
Use Promo Code: SDCASH3100
footnote star*Offer available to new BMO InvestorLine clients who open a new
account. See terms and conditions for complete details.
EXISTING BMO CUSTOMERS
who are new to BMO InvestorLine
Open an account
Use Promo Code: SDCASHEDB
footnote dagger†Offer available to new BMO InvestorLine clients who open a new
account. See terms and conditions for complete details.
Build a sustainable portfolio
Get ESG insights
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Get BMO active trader
HOW SELF-DIRECTED WORKS FOR YOU
* TRADE SMARTER
Real-time research and alerts, performance tracking, and margin that adjust
throughout the day.
* SUPPORT WHEN YOU NEED IT
We’re here to help with trading and answering any questions.
* $9.95 FEE PER TRADE
Pay one low flat-rate fee per trade.
* SAVE ON ETF COMMISSIONSSAVE ON E T F COMMISSIONS
Buy and sell a selection of Canada’s most popular ETFs without paying
commissions.Buy and sell a selection of Canada’s most popular exchange traded
funds without paying commissions.
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NO COMMISSION FEE ETFSNO COMMISSION FEE EXCHANGE TRADED FUNDS
ETFs are a great way to help investors of all levels to build a balanced
portfolio, which is why we want to make it easier than ever to explore the
market with access to a select group of Canada’s most popular ETFs,
commission free.Exchange traded funds are a great way to help investors of
all levels to build a balanced portfolio, which is why we want to make it
easier than ever to explore the market with access to a select group of
Canada’s most popular exchange traded funds, commission free.
* Buy and sell commission-free to reduce your trading costs
* Expand your portfolio with access to multiple sectors, geographies and
asset classes
* Access a wide range of themes, including ESG from Canada’s largest ETF
providersAccess a wide range of themes, including E S G from Canada’s
largest E T F providers
Discover our suite of No Commission Fee ETFs and eligibility requirements.
Open an accountLearn more about ETFs
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MEET THE NEW BMO INVESTORLINE SELF-DIRECTEDMEET THE NEW B M O INVESTORLINE
SELF-DIRECTED
The redesigned InvestorLine Self-Directed platform is our most powerful yet.
Track your performance, create custom watch lists and trade from anywhere with
confidence thanks to a reimagined tool, built for investors like you.
Learn more
WHAT SELF-DIRECTED COSTS
Self-Directed gives you everything you need to make informed investments with no
surprise fees or additional charges. Simply pay one low flat-rate fee for each
online trade you make.
* $9.95 flat fee for each trade you make online
* + $1.25 per options contract
* $0.00 commissions for a selection of Canada’s most popular ETFs commissions
for a selection of Canada’s most popular exchange traded funds
Note: There is no minimum balance required to open a Self-Directed account.
Learn more
4 TYPES OF INVESTMENT ACCOUNTS AVAILABLE WITH SELF-DIRECTED
* Registered accounts
These accounts are registered with the federal government and offer you
certain tax incentives. Registered accounts can help with retirement
investing, saving for education or a large purchase, and more.
Great for: Investing in the future while getting tax incentives.
Accounts offered: TFSA, RRSP, RESP, RRIF
Learn more
* Non-registered accounts
Non-registered accounts don’t offer any tax advantages. There are no limits
to your contributions, however, so you’re free to contribute and withdraw as
much as you want.
Great for: Saving for a large purchase like a down payment.
Accounts offered: Individual, Joint, Cash or Margin
Margin buying power is updated every five minutes so that you can make timely
decisions.
Learn more
* Locked-In accounts
Do you have a pension and are leaving your company? A locked-in account
allows you to hold your money once you’ve left, and keep it in the account
until you’re ready to enjoy your retirement.
Great for: Investors with a pension.
Accounts offered: LIRA, LRSP, RLSP, LRIF, LIF L I R A, L R S P, R L S P, L R
I F, L I F
Learn more
* Corporate and non-personal accounts
A corporate or non-personal account is a type of non-registered account that
is set up in the name of a business or other entity.
Great for: Investing on the behalf of another individual, a business, or an
association.
Accounts offered:Trusts, estates, associations, corporations, investment
clubs or partnerships, personal holding companies.
Learn more
INVESTMENT TYPES AVAILABLE WITH SELF-DIRECTED
* Stocks
Stocks are easily tradeable units of ownership in a publicly traded company.
Get access to stock trading on the major North American exchanges, including
the Toronto Stock Exchange (TSX), the New York Stock Exchange (NYSE) and
NASDAQ.Stocks are easily tradeable units of ownership in a publicly traded
company. Get access to stock trading on the major North American exchanges,
including the Toronto Stock Exchange T S X, the New York Stock Exchange N Y S
E and N A S D A Q.
* Options
Options are contracts that give you the right to buy or sell stock at a set
price by a certain date. A great way to broaden your opportunities and help
to reduce risk.
* ETFs
Exchange traded funds (ETFs) are a combination of equities, fixed income and
other assets. They can be traded just like stocks, and come with typically
low management fees. We offer a selection of Exchange traded funds are a
combination of equities, fixed income and other assets. They can be traded
just like stocks, and come with typically low management fees. We offer a
selection of ETFs, commission free.
* Mutual Funds
A mutual fund pools your money with other investors to buy a portfolio of
investments overseen by a portfolio manager. They are easy to purchase with
low investment amounts.
* GICs
A guaranteed investment certificate (GIC) is a secure investment that
guarantee 100% of your principal, meaning your initial investment is safe, no
matter what the market does.A guaranteed investment certificate G I C is a
secure investment that guarantee 100% of your principal, meaning your initial
investment is safe, no matter what the market does.
* Bonds
Bonds are fixed-income contracts that function like loan agreements between
investors and borrowers.
INVEST ON THE GO WITH THE NEW BMO INVEST APP
* Log-in to your Self-Directed accounts wherever you are and start trading now
* Buy and sell some of Canada’s most popular ETFs for free
* Trade across the major North American exchanges with confidence and ease
ALREADY AN EXPERIENCED TRADER?
The BMO 5 Star Program offers exclusive perks to investors making 15+ trades per
quarter or investing $250,000 or more. The program gives you access to:The B M O
5 Star Program offers exclusive perks to investors making 15+ trades per quarter
or investing $250,000 or more. The program gives you access to:
* Preferred rates and pricing
* Professional-level tools, like BMO Active Trader
* Industry-leading research
* Dedicated 5-star support
Learn more
NOT SURE IF SELF-DIRECTED IS RIGHT FOR YOU?
We’ve got other investing options
INVESTORLINE SELF-DIRECTED
Online trading
You’ve got this! Take control of your investments, from research and trading to
tracking your portfolio’s progress.
INVESTORLINE ADVICEDIRECT
Online trading with advice
You’re in charge of trading. We’ll provide personalized support from registered
investment advisors, but you make the decisions.
Learn more
BMO SMARTFOLIOB M O SMARTFOLIO
Online portfolio management
Get matched with a portfolio based on your goals and we’ll take care of the
day-to-day investment management.
Learn more
WANT TO LEARN MORE ABOUT ONLINE INVESTING?
Are you ready for online investing?
Here’s how to know if you’re ready to start investing online.
How much control do you want over your online investments?
Do you want to chart your own course or fly on autopilot?
7 healthy habits for online investors
Learn how healthy investing habits can lead to success.
STILL CURIOUS ABOUT INVESTING?
visit bmo learning centre
INVESTORLINE SELF-DIRECTED FAQSINVESTORLINE SELF-DIRECTED FREQUENTLY ASKED
QUESTIONS
* Who is Self-Directed for?
Whether you’re a beginner or an experienced investor, Self-Directed gives you
the control to manage your own investments. If you’re an active trader, you
might want to consider the 5 Star Program.
* Are there account fees associated with Self-Directed?
Each trade of stocks and ETFs you make online with Self-Directed comes with a
flat fee of $9.95. Trading options comes with an additional fee of $1.25 per
contract, plus the flat-fee.Each trade of stocks and Exchange Traded Funds
you make online with Self-Directed comes with a flat fee of $9.95. Trading
options comes with an additional fee of $1.25 per contract, plus the
flat-fee.
Additional fees for trading mutual funds, bonds, GICs, gold and silver can be
found in the Additional fees for trading mutual funds, bonds, Guaranteed
Investment Certificates, gold and silver can be found in thecommission & fee
schedule PDF.
Self-Directed TFSA accounts do not have account fees. There are also no
account fees for registered accounts with a balance of over $25,000 and for
non-registered accounts with a balance of over $15,000.
* What is the minimum amount I need to open a Self-Directed account?
There is no minimum balance to open a Self-Directed account, just collect the
required documents and you can start your application today.
* How can I open a Self-Directed account?
Opening an account is simple–you can complete an online application here,
open an account in a branch, or over the phone. Don’t forget to get your
documents in order before you start.
* How do I transfer an existing investment account to BMO InvestorLine?
You must submit an Authorization to Transfer form. By signing into your
account, select Move Money from the top menu bar, our site will guide you on
whether your transfer request is eligible for electronic submission or if a
manual form is required.
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Have additional questions? Visit our FAQ page.
HAVE QUESTIONS? THAT’S WHAT WE’RE HERE FOR.
Questions about your existing account
CALL US
Have questions about password reset or any service-related concerns. Call us.
1-888-776-6886 North America (Toll-free)
1-416-355-8366 International (Collect call)
Questions about new accounts
SCHEDULE A VIRTUAL MEETING
Want to learn more about online investing? Book a video call with one of our
agents.
Book Now
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Questions about new accounts
LET’S MEET VIRTUALLY
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