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Company Overview

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.

What's New

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. 

* https://www.surviscor.com/Reviews/MobileBrokerage

+ http://www.moneysense.ca/save/investing/canadas-best-online-brokerages-2017/


2017 Online Brokerage Review 2017 Mobile Brokerage Review
Score: 77% Score: 76%
Rank: 4th Rank: 1st
11 Firms Reviewed 10 Firms Reviewed
Surviscor Assessment:
Website Design
 B-
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
 B+
Android Smartphone Grade
 B-
Android Tablet Grade
 B-
Online Highlights

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.

  • Strong account opening process
  • Easy to use navigational design
  • Strong access to pertinent account information
  • Above average transactional screens
  • Mobile accessibility of Online information
  • Various 5-star programs available for high net worth and active investors
Mobile Highlights
  • Pre-login quotes and market data
  • Account information
  • Equity and ETF quick picks
  • Easy navigational structure
Drawbacks
  • Mininmum $5,000 opening account opening for the majority of accounts
  • Cost of Services
  • Service Levels require improvements
Drawbacks
  • Older design
  • Limited support resources

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


  • BMO InvestorLine - Self-Directed Account Fees

Client Contacts:

1.888.776.6886

Service Hours:

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

Office Location:

Attn: BMO InvestorLine

Transit #3973, First Canadian Place,

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




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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