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 Canadian Investment Regulatory Organization. www.ciro.ca

® "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

4 stars b/c I think there is room for improved functionality. But it's handy to see the main chart to see how the portfolio is doing and to track watchlist, major markets and transaction history. I think the publisher should make some help content available. I still don't know for instance if the portfolio stats are year over year or since investment...it would be pretty cool if there was a way to specify the time period. I've had no persistent issue in Android with authentication. 👍

An absolute piece of garbage and an abomination of an app. Constantly requires you to enter a code, and yet despite having a remember this device option, it doesn't. My password constantly gets rejected and I have to reset it. And it won't let you view your password to ensure you didn't do a typo. Stopped using the app as a result and considering leaving BMO.

Just read the reply to my last review. The reason I came to review again, guess what? The same issue. I tried to log in this afternoon, via the App, and failed as password incorrect. After a few times, I have to reset. Then I noticed there's an update. Once again, same issue. I didn't know there's an update until my login failed 3 times.

What’s new

With this update, we’ve fixed bugs on BMO InvestorLine. Stay tuned for future updates.