Terms & Conditions

BMO InvestorLine Spring 2011 Promotion (the "Promotion")

The Promotion begins on May 3, 2011 at 12:00AM ET and ends on August 31, 2011 at 11:59PM ET (the "Promotion Period").

How to Qualify

To qualify for the Promotion and receive ONE of the awards described below, you must:
The assets to the Qualifying Account must be net new assets to BMO InvestorLine. You must maintain net new assets of $100,000 CDN (based on the calculation of all withdrawals and deposits in your account) from the start of the Promotion Period to six (6) months after funding your Qualifying Account (the "Six Month Period") to be eligible for the Promotion. If the net new assets fall below $100,000 CDN between the start of the Promotion Period and the end of the Six Month Period due to withdrawals on your Qualifying Account, you will not qualify for the Promotion. If your net new assets fall below $100,000 CDN due to market fluctuations, you will still be eligible for the Promotion.

Within the Six Month Period, your BMO InvestorLine Qualifying Account must be in good standing. Your Qualifying Account must not be in a debit position. Your Qualifying Account should not have any margin calls. No outstanding documentation or any other outstanding items should be pending on your Qualifying Account.

Maximum one (1) offer, and one (1) Award per client, for the Promotion Period. If you open more than one Qualifying Account using the promotion codes 250CHOICE, or 1300CHOICE, the following criteria in the following order will be used to select the Qualifying Account that will receive the Award:

  1. Cash Qualifying Accounts will be selected over registered Qualifying Accounts
  2. The Qualifying Account with the most recent opening date will be selected
  3. If more than one Qualifying Account is opened on the same date, the Qualifying Account with the higher account number will be selected.
This offer cannot be combined with any other BMO InvestorLine promotional offer. This offer can be combined with the Refer a Friend program.

BMO ESOP transfers are not permitted and are not eligible and are not included in this Promotion. No exceptions will be made.

BMO InvestorLine may cancel, revise, or change the terms of the Promotion (including the Promotion Period) at any time.

$250 Cash Back
If you participate in the Promotion and comply with all requirements, as outlined in the Terms and Conditions, we will, within 30 days after the Six Month Period described herein, deposit $250 CDN cash back into your Qualifying Account. You will be notified of the deposit via a MyLink message.

For clients who open an RSP account as a Qualifying Account, the $250 CDN cash back will be deposited in the account by BMO InvestorLine on behalf of the issuer, BMO Trust Company. The $250 CDN cash back deposited into the Qualifying Account will not be considered a contribution; you will not receive a tax receipt. However, you should include this amount in your contribution room calculations. You will be responsible for any tax consequences resulting from any of these transactions.

For clients who open an RESP, the $250 CDN cash back will be a contribution made on behalf of the subscriber. In the case of a family plan with multiple beneficiaries the contribution must be allocated evenly amongst the beneficiaries.

Account types that will be considered for a Qualifying Account for the $250 Cash Back:

Cash or Margin (Individual or Joint), Corporate non-registered, Sole Proprietorship, RSP, Spousal RSP, RESP. For greater certainty, account types not listed here do not qualify for the cash back offer.


1300 AIR MILES reward miles
If you participate in the Promotion and comply with all requirements, as outlined in the Terms and Conditions, 1300 AIR MILES reward miles will be deposited into your AIR MILES Collector account up to three (3) months after the Six Month Period described herein.

Account types that will be considered for a Qualifying Account for the 1300 AIR MILES reward miles:
Cash or Margin (Individual or Joint), Corporate non-registered, Sole Proprietorship. For greater certainty, account types not listed here do not qualify for the AIR MILES offer.


TM/®Trade-mark/registered trade-marks of Bank of Montreal, used under license. ®BMO InvestorLine Inc. is a wholly owned subsidiary of Bank of Montreal Holding Inc. Member – Canadian Investment Protection Fund and IIROC.
®†TM†Trademarks of AIR MILES International Trading B.V. Used under licence by LoyaltyOne, Inc. and BMO Bank of Montreal.
BMO InvestorLine is a member of BMO Financial Group. Member – Canadian Investment Protection Fund and IIROC.