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Company Overview

If you are interested in taking control of your investment portfolio, you may want to consider opening an online investing account. BMO InvestorLine is an online investing service that provides you with two ways to invest online.  You can choose from BMO InvestorLine Self-Directed, which provides tools to help investors make independent decisions on how to invest.  BMO InvestorLine adviceDirect allows you to manage your own investments but offers guidance and recommendations along with way.

With BMO InvestorLine adviceDirect, which is the first service of its kind in Canada, clients can invest online while benefiting from support and guidance along the way. Learn more by visiting our website.

What's New

BMO introduced BMO SmartFolio, a ‘hands-free’ personal investing solution that’s easy, affordable, and perfect for a novice investor. To use BMO SmartFolio, clients are asked to answer a series of questions that address factors such as investment objectives and risk tolerance, through an intuitive, simple-to-use interface. They are then aligned to one of five ETF portfolios that best suits their investing needs; each portfolio will be actively managed by our portfolio managers . Clients can track their progress through any device, knowing they get expert portfolio management, active monitoring of their investment and full transparency into holdings, performance and transaction history.

BMO InvestorLine Self Directed offers BMO Market Pro to members of it’s 5 Star Program who trade 30 or more times in a quarter or maintain an account balance of $500,000 or more.  BMO Market Pro is BMO InvestorLine’s next generation platform for active investors.  Key features include real-time streaming market data, news and analysis, real-time views of account balances, holdings and order status, streaming charts with enhanced technical studies, and point-and-click trading for equities, ETFs and options, all within a fully customizable web-based dashboard.

All clients of BMO InvestorLine Self Directed can now save big on commissions and execute Canadian and U.S. equity trades at $9.95 per trade, regardless of the share price or quantity. 


2016 Online Brokerage Review 2015 Mobile Brokerage Review
Score: 76% Score: 91%
Rank: 5th Rank: 1st
13 Firms Reviewed 11 Firms Reviewed
Surviscor Assessment:
Website Design
 C+
Account Services
 B+
Market Information
 B-
Transaction Process
 A
Website Resources
 B-
Commissions
 C-
Service Level Assessment
 D-
Mobile Accessibility
 A+
Surviscor Assessment:
iPhone Grade
 B+
iPad Grade
 A
Android Smartphone Grade
 B+
Android Tablet Grade
 B+
Blackberry Touchscreen Grade
 B+
Online Highlights

BMO InvestorLine remained a top Online Brokerage Firm in Canada in 2016. BMO InvestorLine attained 2 category awards along with a 5 sub-category honours in the 2016 review.

  • Strong account opening process
  • Easy to use navigational design
  • Strong access to pertinent account information
  • Above average transactional screens
  • Availability of Online Resources
  • Mobile accessibility of Online information
  • Various 5-star programs available for high net worth and active investors
Mobile Highlights
  • Good pre-login market information
  • Easy to use navigation
  • Options trading
  • Mutual Funds trading
Drawbacks
  • Mininmum $5,000 opening account opening for the majority of accounts
  • Cost of Services
  • Service Levels could improve
Drawbacks
  • Limited supporting resources

Best Online Brokerage Services - 2013, 2014 & 2015 - Surviscor

Best Mobile Brokerage Services - 2015 - Surviscor

Best Online Brokerage - 2015 - Morningstar Awards

Best Overall - 2015 MoneySense Magazine

Best Online Brokerage and Use of Technology - 2014 - Morningstar Awards


  • Commission and Fees

    Version May 1, 2015


Mailing Address:

Attn: BMO InvestorLine

Transit #3973, First Canadian Place,

100 King St. W. Floor B1, Toronto, Ontario, M5X 1H3

Contact Numbers:

1.888.776.6886

Hours of Operation:

8:00 a.m. - 8:00 p.m. ET, Monday to Friday




Current Rank 1
Overall Score (%) 99
Current Service Rating (%) 85
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Current Rank 3
Overall Score (%) 71
Current Service Rating (%) 85
Overview:
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Latest Ranking Report:
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