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Wednesday, May 22, 2013
Website:
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Online Demonstration:
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Fee Schedule:
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Promotional Items:
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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



Company Overview:With innovative, leading-edge tools and unparalleled client-focused service, BMO InvestorLine has all the tools and resources you need to make the best online investment decisions. Combine your assets to qualify for our $9.95 pricing and take advantage of exceptional support, service, tools and low-commission trades. With a minimum of $250,000 in net assets with BMO InvestorLine, you’ll qualify for our 5 Star Program and have access to the 5 Star Relationship Team, $9.95 pricing and a number of online service benefits including real-time quotes.

scorCard Results:82% - 2nd of 14 Firms Email Rating:PLATINUM Firm
3 hours to respond
#5 - 2012 Brokerage CER Rating

What's New:It’s never been easier to invest online. For only $9.95 per trade, more investors can now execute Canadian and U.S. equity trades, regardless of the share price or quantity and save big on commissions. Clients with assets over $50,000, Star Program and Active Trader Program clients enjoy a flat fee of only $9.95 per trade. Best of all, to let more clients take advantage of the great low rate, BMO InvestorLine lets you combine all of your investments under one User ID to reach the qualifying thresholds. In doing so, you can manage your investments all in one place, yet independently, while you enjoy significant savings on commissions. Recent Surviscor Awards:
  • #1 - 2008 CER Review
Recent Surviscor Top Honours:
  • Q1-2013 Review
  • #1 - Getting Started
  • #1 - Account Services
  • #1 - Website Transactions
  • 7 - Sub-category honours
  • Q3-2012 Review
  • #1 - Getting Started
  • 5 - Sub-category honours
Video:
Surviscor Commentary:BMO InvestorLine moved up to second place and finishing the Q1-2013 scorCard review with three category honours and seven sub-category honours. BMO InvestorLine introduced adviceDirect and its main strengths continue to lie in its various selection and planning tools and impressive account opening process. The site features many areas where an investor can use pre-designed tools to determine investment direction including a model portfolios area. Active investors and high asset clients are treated with special commissions and features through the 5-Star program. BMO InvestorLine's $5000 minimum investment to open an account continues to be a major drawback compared to other bank-owned firms.
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