BMO InvestorLine adviceDirect takes online investing to a new level. You supplement your own self-directed investing with personalized advice and support from BMO. Your portfolio is monitored 24/7 with advisors to help you when you need it. Trade stocks, ETFs, fixed income and mutual funds with no additional trading commissions or excess trade charges.
The fee structure scales with your investment size – 0.5% annually for portfolios under $1M, dropping to 0.3% for assets between $1M and $5M, and just 0.1% for portfolios over $5M. The more you invest, the less you pay. A minimum balance of $10,000 is required to get started.
BMO InvestorLine adviceDirect features
Here are the key features of BMO InvestorLine adviceDirect and what it offers.
Why You Want It
An online trading platform with personalized investing advice and 24/7 portfolio monitoring.
Special Features
- Trade stocks, ETFs, fixed income and mutual funds with no additional trading commissions or excess trade charges†
- Access to personalized buy and sell recommendations
- 24/7 portfolio monitoring & dedicated advisor support at your fingertips
Provinces
ALL
Features
Types Of Accounts
- TFSA
- RRSP
- RESP
- RRIF
- Individual
- Joint
- Cash
- Margin
- LIRA
- LRSP
- RLSP
- LRIF
- LIF
- Non-personal
- FHSA
Types Of Investments
- Stocks
- ETFs
- Options
- Mutual funds
- GICs
- Bonds
- CDRs
- IPOs
Minimum Investment
$10,000
Email Support
Live Chat Support
Phone Support
Minimum Stock Fee
N/A
Maximum Stock Fee
N/A
Minimum ETF Fee
N/A
Maximum ETF Fee
N/A
Active Trader Stock Fee Per Trade
N/A
Cover Transfer Fees?
Minimum Deposit To Cover Transfer Fee
$15,000
Maximum Covered Transfer Fee
$200
Withdrawal Fees?
Account Maintence Fees
$0
Inactivity Fee Amount
See Issuer for Details
Promotion Description
Get 0.5% cash back when you deposit $10,000 or more into a new BMO InvestorLine adviceDirect account and hold your investment for 6 months. Double your bonus to 1% cash back when you hold for 12 months.
Promotion Max Value
$10,000
Promotion Requirements For Max Value
$Hold your new investment(s) for a minimum of 12 months
Promotion End Dates
August 31, 2026
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Editorial Disclaimer: The content here reflects the author's opinion alone, and is not endorsed or sponsored by a bank, credit card issuer, rewards program or other entity. For complete and updated product information please visit the product issuer's website.
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