Continuous portfolio monitoring


adviceDirect will constantly monitor your portfolio by analyzing your risk, rating, asset allocation and diversification. If your portfolio strays from your investor profile, you'll be provided with recommendations on how to get it back on track.



To validate your investment choices, you will be provided with quantitative analysis and unbiased advice based on your investor profile.

Look before you trade


See how a buy or sell decision will impact your portfolio by previewing a trade before it is done. Use this tool when trading equities, foreign exchange, mutual funds and fixed income products.



Always know what is happening within your portfolio with proactive email notifications including portfolio alerts, MyLinkTM and custom Watch Lists.

Take a tour of adviceDirect


Watch a demo of adviceDirect to learn more about its features and how they can benefit you.

Experienced Online Investor

Would you prefer investing on your own - without online advice?


If you feel confident making your own investing decisions, our Self-Directed service may be for you.


Take a look at BMO InvestorLine Self-Directed

Connect with an adviceDirect Representative or open an account



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