|Online Experience Signal||Customer Service Signal||Mobile Experience Signal|
Poor: > 1 day
BMO InvestorLine Self-Directed gives investors top research, expert third-party analysis and advanced tools to make independent trading decisions. Mobile and tablet apps let clients invest on the go. Launched in 2000, it continues to win industry awards for its technological prowess and client experience.
BMO InvestorLine's adviceDirect gives investors the tools and research they need to trade and manage their portfolios, plus personalized buy, sell or hold recommendations to inform their trading decisions. Launched in 2012, it remains the first of its kind in Canada.
Recent industry accolades for BMO InvestorLine
- Best mobile customer experience among discount brokerages in Canada - Surviscor 2017 scorCard Review*
- Top pick for Reporting & Record Keeping - MoneySense Canada’s Best Online Brokerages 2017+
- Best overall Bank-owned brokerage (tied) - MoneySense Canada’s Best Online Brokerages 2017+
BMO SmartFolio combines low-cost professional portfolio management with digital ease and convenience, and a human touch. Clients are matched with an ETF portfolio that best suits their needs, which is monitored by experts and rebalanced as needed. With advisors available through email, phone or live chat, and 24/7 access to their accounts, clients are always in the know and supported. A product of BMO Nesbitt Burns launched in 2016, it was the first digital portfolio management service offered by a major Canadian bank.
BMO SmartFolio become more affordable
Just shy of its second anniversary, BMO SmartFolio lowered its minimum investment amount to $1,000 (from $5,000) and removed the $60 minimum annual fee, making SmartFolio even more accessible and affordable.
|2017 Online Brokerage Review||2017 Mobile Brokerage Review|
|12 Firms Reviewed||11 Firms Reviewed|
BMO InvestorLine remained a top Online Brokerage Firm in Canada earning 3 category awards along with a 8 sub-category honours in the 2017 review.
Best Mobile Brokerage Service - 2017
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