BMO Invest

BMO

About this app

Access your BMO InvestorLine Self-Directed and adviceDirect accounts using your existing Client ID or your BMO Nesbitt Burns portfolio using your online Gateway ID.

Get an aggregated view of your InvestorLine or Nesbitt Burns holdings and account details with Portfolio View and set up custom watchlists to monitor stocks and market trends you want to follow.

Use Fingerprint Biometrics to access your accounts with ease and improved security.

For InvestorLine Self-Directed and adviceDirect clients:
Place trades, move money and get a snapshot of your holdings and investments. Quickly trade your stocks, ETFs, and mutual funds. adviceDirect clients can access personalized buy and sell recommendations with 24/7 account monitoring.

For Nesbitt Burns clients:
Sign up to view statements, tax documents and trade confirmations online. Choose to be alerted by email when a new document is available.

You must be registered with BMO InvestorLine to use the BMO Invest app to access your InvestorLine Self-Directed or adviceDirect accounts. Simply sign on to BMO InvestorLine with your Client ID to get started. If you are not registered with BMO InvestorLine, visit www.bmo.com/investorline .

You must register for and access Gateway online via www.bmo.com to use the BMO Invest app to access your Nesbitt Burns portfolio. Your Nesbitt Burns Investment Advisor can help you get set up or contact the Gateway Helpdesk [e-mail].

Important disclosures: You acknowledge and understand that this app includes updates or upgrades that may (i) cause your device to automatically communicate with BMO’s servers to deliver the functionality described above and to record usage metrics, (ii) affect app-related preferences or data stored on your device.

Privacy: You acknowledge and understand that this app includes updates and upgrades that may collect personal information as set out in our BMO Digital Privacy Policy (https://www.bmo.com/main/about-bmo/privacy-security/our-privacy-code/digital-privacy-policy/). You can withdraw your consent at any time by uninstalling the app. To learn more about how we collect, use, disclose and safeguard your Personal Information, your choices, and the rights you have, please see our Privacy Code (https://www.bmo.com/main/about-bmo/privacy-security/our-privacy-code/).

Screenshots of the BMO Invest app are for illustrative purposes only and are not a recommendation to trade in a particular security.

BMO InvestorLine Inc. is a member of BMO Financial Group.® Registered trademark of Bank of Montreal, used under licence. BMO InvestorLine Inc. is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada.

® "Nesbitt Burns" and “Gateway” are registered trademarks of BMO Nesbitt Burns Inc. BMO Nesbitt Burns Inc. is a wholly-owned subsidiary of Bank of Montreal. BMO Wealth Management is the brand name for a business group consisting of Bank of Montreal and certain affiliates including BMO InvestorLine Inc. and BMO Nesbitt Burns Inc., in providing wealth management products and services.

Ratings and reviews

I'm sorry but I just can't enjoy this app. The look and feel is old, I can't even see what my stock price purchase at on the home page. The holding details isn't mobile intuitive. It feels clunky. Modernize and make it quick and easy to use please.

The old investorline app wasn't great, but I find this much worse. It's painfully slow to use (47 second to log in). Hitting any tab or button slowly jumps to a screen, then clears the screen, then repopulate the screen again, which I find very distracting. Also, there's lots of data here, but it's very unintuitively placed. This is a good layout if using a computer while in your office, but bad if your on your phone & on the go.

Moving money--a plus, the rest, a big disappointment. No bid and ask prices on the trading entry page. No alert management that I can find. Displays don't fit the screen size. Detailed tables fit only two columns on the screen, and require way too much scrolling. Useless. Poor choice to use the desktop 2.0 table displays. The old app has very purposeful and well designed displays, with useful information all on one screen, and is easy to use and navigate. This app is not an improvement.

What's new

With this update we’ve fixed bugs and introduced the following features on BMO InvestorLine:

Open an Account
Easily open an account.

Live chat
Introducing Bili - BMO's online investing Live Chat.

Education Hub
Step-by-step guides that empower you to confidently make informed investment decisions.

Stay tuned for future updates.