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

so many useless and non intuitive changes to this latest version of the app. July 2026 who designed such a terrible interface. why change a good app, were you thinking about the end user? why toggle the company name when no room to display more than 5 letters anyway. why put a chart on every page with no units of measure? And you can't scroll as soon as you touch the chart. Very dissapointed. Going to look at TD or RBC for better app. zero stars

Edit, the new update July 2026 has made the app significantly worse and hard on the eyes to even use. I would like to change my 1 star to negative 5 stars to the worst trading platform. There are always technically difficulties which makes trading inconvenient.

Hi, would it be possible in Holding details to be able to chose manually the order in which the details are displayed; in other words, being able to manually chose what goes first, second and third etc... This would be nice! I wrote in Holdings details, but I meant in the investment tab of holdings summary; it wld be nice to be able to move them around from there instead of going in and only be able to sort the content using the arrows!

What’s new

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