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

The upgrade from the old app to this app, was a definite step backwards. Whoever made the decision to change to this app and stop suppporting the other app should lose their jobs. The ease of the old app was great for when you are on the go, however the new app is not pretty on the eyes and takes more time to get the simplest information. The scrolling sideways just to see how my portfolio is doing is horrible. Definitely a few steps backwards on this app.

bmo investorline sign in page for app and web is soooooooooo slooooooooooow. sometimes even stuck at loading after clicking sign in after entering password. please Fix asap!!!! this affects investing a lot if delayed.... if this is not fixed soon, i am leaving bmo investorline for good.

An average purchase price (based on our previously purchased shares) so we can more easily calculate our gains and target orders when viewing a specific stock. I do appreciate the reply but I wasn't very specific my bad. I like the offer for lower rates but being a long term investor compared to day or short trader I am unable to achieve the amount of trades required to achieve a lower rate. Long time BMO user and don't plan to change banks, customer support is phenomenal!

What’s new

With this update, we’ve fixed bugs and
introduced new features on BMO
InvestorLine:
•Online Dividend Reinvestment
Plan: Enrol your account online and
reinvest dividends automatically for
eligible securities.
•Holdings sorting: Sort fixed income,
GICs, and options by
maturity/expiry date.
•News & Markets mobile updates:
Access dividends, earnings, and
analyst ratings on mobile.
•Limit to My Holdings: Find options
strategies based on your existing
stocks and ETFs.
Stay tuned for future updates.