adviceDirect

DIY investing with support

adviceDirect is a one-of-a-kind investing platform that combines DIY investing with personalized recommendations and support.

You’re in charge of buying and selling, but our technology monitors your portfolio and provides personalized recommendations to keep you balanced. Plus if you ever need to talk to a human, our registered advisors are standing by.

Open An Account

Why choose adviceDirect?

Asset Allocation Rating Risk Diversification

How adviceDirect works

You get personalized recommendations based on your risk tolerance and portfolio profile from respected third party providers Morningstar and MarketGrader.

What you do with those recommendations is up to you. Buy, sell or hold – you’re in control.

What it costs

$50,000

Minimum balance

0.75%

for all assets between $100,000 and $500,000

Including trades and advisory fees

Free trades

Up to 185 free trades per year

when you invest $1 million or more

No hidden fees here. You could save up to 60% or more on fees with adviceDirect compared to traditional investing (based on a 2.25% advisory fee or MER).* Fees start at $750 and are capped at $3,750 – so the more assets you have above $500,000, the more you save.

See Cost Details

Ready to open your
adviceDirect account?

Submit an application to get started today.

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You are here

adviceDirect

Invest with a co-pilot

You control trading. We provide personalized advice and support from registered investment advisors.

More control

InvestorLine Self-Directed

Invest on your own

You’re in total control of the investment process, from research and trading to tracking your portfolio's progress.

Learn more

Ready to get started?

Live Chat

Chat with an advisor from 8:00 a.m. - 8:00 p.m ET Monday to Friday.

Let us contact you

Complete a short form and we’ll call you within 24 hours.

Visit us

Book an appointment at a BMO branch to discuss your investment options.

Email us

Feel free to send us a note, but please don't send account numbers and/or passwords.

Give us a call to open an account or ask us any questions.

1-844-274-3762

*The actual cost of traditional investing may differ from this estimate.