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InvestorLine Self-Directed - Online trading
1-888-776-6886North America (Toll-Free)
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1-844-895-3721North America (Toll-Free)
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As a member of BMO Financial Group, BMO InvestorLine is committed to protecting your privacy as it relates to your personal information. This information is gathered in order to facilitate your request to have a BMO InvestorLine representative contact you. Your personal information will not be disclosed to other members of BMO Financial Group. For complete details, please refer to our Privacy Code.
Resources you may find helpful
- BMO SmartFolio offers the convenience of online investing with professional portfolio management at a low cost. Dedicated advisors manage your portfolio 24/7 based upon your profile including your goals, tolerances, knowledge, and time horizon.
- Your SmartFolio experience starts with getting to know you so we can match you with the right ETF portfolio. We build a profile and model portfolio based upon your goals and tolerances. From there we continuously monitor your portfolio and adjust it to align with market activity and your priorities.
- Fees are charged at annual rate to cover portfolio management and support activities. For balances up to $100,000 we charge 0.70%, for the next $150,000 in assets we charge 0.60%, for the next $250,000 we charge 0.50%, for any assets over $500,000 we charge 0.40%. Click here for more information and examples.
- Opening a new account takes only a few minutes. Click here to start an application and the account opening process.
- You can open any number of accounts with BMO SmartFolio including Non-Registered accounts (single, joint, cash), and Registered accounts (TFSA, RRSP, RESP, RRIF).
- Yes! To open a SmartFolio account you'll need at least $1000.
- BMO SmartFolio does not accept outside investments. If you would like to contribute to your SmartFolio account, we ask that you complete the transfer in cash so we can match to your model portfolio.
- With your SmartFolio account you can set up pre-authorized/recurring contributions (i.e., monthly) or one-time contributions directly on the SmartFolio platform.
- BMO SmartFolio currently does not have any active promotions for SmartFolio. Check back with us regularly on our website to see new offers / details.
- BMO SmartFolio currently does not have any active promotions for SmartFolio. Check back with us regularly on our website to see new offers / details.
- Promotions are limited to one offer per client and for joint accounts only the primary holder is entitled to the offer. Any withdrawals from your BMO SmartFolio account(s) during the defined holding period will be deducted from your net new assets total.
- Whether you’re a new or an experienced investor, the BMO Investment Learning center has articles, videos, and tools to help you through any stage of your journey.
- Whether you’re a new or an experienced investor, the BMO Investment Learning center has articles, videos, and tools to help you through any stage of your journey.
By pressing Submit I consent to have my inputs shared with a BMO Professional and agree to any potential future communication in relation to this inquiry between me and the Bank of Montreal. Please note, any information you send to us is not encrypted. Do not send us any personal information (example; account numbers and/or passwords).
As a member of BMO Financial Group, BMO InvestorLine is committed to protecting your privacy as it relates to your personal information. This information is gathered in order to facilitate your request to have a BMO InvestorLine representative contact you. Your personal information will not be disclosed to other members of BMO Financial Group. For complete details, please refer to our Privacy Code.
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