Back to Forms

Opening a Corporate Account

 

For the best experience forms are only available on the desktop version of our website.


Whether you're opening or transferring a personal or corporate account, you'll find the forms you need here.

 

Please note: A minimum amount of $50,000 in eligible assets is required to open an account with adviceDirect. Your initial balance can be a deposit, transfer, or a combination and may consist of cash and/or securities investments.


Getting Started

 

1. Complete the Non-Personal Account Application Form and have it signed by a director or individual with signing authority. Please also provide verified personal identification.

 

By signing the Account Application Form, clients are agreeing to all account terms and conditions outlined in the Client Agreements Booklet. All clients must read and agree to the terms and conditions of this document.

 

Download Non-Personal Account Application Form (357 KB – PDF)


2. Will you be applying for a Margin account?


3. Please provide a Corporate Profile* from the governing jurisdiction of the corporation displaying the following:

 

  • corporation name
  • registration number
  • registration date and
  • the names and address of all current directors.

 

* Must be dated within 6 months. Please visit the following site for a listing of federal and provincial registrars that provide this service.

 

Notes:

  • If the corporate profile does not list the current Directors/Signing Officers of the company, please submit additional documentation listing the names and addresses of all directors.
  • Examples include: internal resolution, registrar of directors, minutes from the board of directors meeting, copy of the latest Annual Return Proof of Filing Record, or a Corporate Profile from the Federal or Provincial registrar.

4. Will there be a second individual with trading or signing authority on the account?

 

 

Complete the Additional Authorized Trading Officer Form (99 KB - PDF) and provide verified personal identification.

 

There is a maximum of two (2) Trading Officers permitted.


5. All Trading Officers must complete and sign the Corporate Resolution Form

 

Download Corporate Resolution Form (102 KB - PDF)


6. Determine the beneficial ownership of the corporation (who owns it and what is their percentage of ownership). Each individual who beneficially owns greater than 10% interest, directly or indirectly, must complete the Beneficial Ownership Information Form and verified personal identification must be supplied.

 

Download Beneficial Ownership Information Form (65 KB - PDF)


7. Please provide a listing of full names and occupations of all directors of the corporation on the Listing of Directors Form.

 

Download Listing of Directors Form (28 KB - PDF)

 


Additional forms you may need

 


Next steps

 

  1. Please submit the account application along with any supplementary documents, copies of identification, cheques and/or any transfer documents attached:

    By mail:

    BMO InvestorLine
    First Canadian Place
    100 King St. W., Floor B1
    Toronto, Ontario
    M5X 1H3

    Or

    In person:

    Please visit your local BMO Bank of Montreal branch
  2. We will begin processing your application within 2 business days of receipt in our office. BMO InvestorLine may contact you if additional information is required to process your application. If your completed application and all additional documentation and identification has been approved, your new account will be set up in 3 business days.
  3. Once your account has been set up, you will receive a welcome handbook in the mail confirming your account number and important information to get you started!
  4. If you are not able to download and print the forms, have questions or need assistance you may:

    • Contact a BMO InvestorLine representative at 1-888-776-6886 during our business hours from 8:00 a.m. - 8:00 p.m. ET, Monday to Friday, or
    • Visit your local BMO Bank of Montreal branch

Note: You will need Adobe Acrobat Reader to download all forms.


Connect with an adviceDirect Representative or open an account

 

 

Get started today

 

Sign up for adviceDirect now by completing our 10-step secure application

 

 

Open an account