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BMO InvestorLine Self-Directed BMO InvestorLine 5 Star Program

BMO InvestorLine 5 Star Program

You’ll automatically be enrolled in our exclusive program if you’re eligible, granting you special access to perks that go beyond low-fee investing like:
  • Preferred rates and pricing
  • Professional-level tools and industry-leading research
  • Dedicated 5 Star support
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Limited-time offer! Invest today to earn up to $2,500 cash back.
See the details

Find your 5 Star membership level

Compare membership benefits and discounts

More 5 Star Program benefits at the Gold, Platinum and Diamond membership levels
 

Gold
Star

Platinum
Star

Diamond
Star

BMO Private Banking benefits
00
Not included
00
Included
00
Included
Free inbound account transfers 2
up to $300
3
up to $450
4
up to $600
5 Star support 5 Star support Priority 5 Star support Priority 5 Star support
Trading platform BMO Market Pro Lite
with real-time quotes
($600 annual value)

with real-time and level II quotes
($1,500 annual value)

with real-time and level II quotes
($1,500 annual value)
Educational events and BMO Capital Markets TSX60 research
00
Not included
00
Included
00
Included
Exclusive IPO allocation
00
Not included
00
Not included
00
Included
Administration fees, RSP fees and security transfers within BMO
$0 $0 $0
Discount on RRSP homebuyer and lifelong learning withdrawals
0% 100% 100%
Discount on deregistration and additional RIF payments
0% 100% if you invest at least $1 million

50% if you invest less than $1 million
100%

Flat fees and simple pricing

nine dollars and ninety-five centsFlat fee per trade for stocks and ETFs on North American exchanges.
nine dollars and ninety-five cents plus one dollar and twenty-five cents per contractOptions trading on North American Exchanges. Competitive pricing on all other commissions and fees.
zero dollarsCommission on over 9,500 mutual funds.
For information about foreign currency conversion, margins and more check out the BMO InvestorLine Fees page or see the full Commission & Fee Schedule PDF [506KB].
See 5 Star Program Terms and Conditions.

Dedicated support by your side

Self-directed investing doesn’t mean investing alone. You’ll get dedicated support from our investment specialists who can help you with everything from questions about our award-winning* platform to trade support. Real people with real answers ready to help from 8 to 8, Monday to Friday.

BMO Market Pro

Trade like a pro with Market Pro, a top-of-the-line investing platform with the tools and data you need to make informed decisions – at no extra cost. Create your own trading dashboard with streaming real-time data, custom watch lists, one-click trading, portfolio analysis, alerts, and more.
  • Make trades instantly
    Markets move quickly. Keep up with streaming price movements and one-click trading for equities, ETFs and options directly from almost any module.
  • Create your own watch lists
    Choose from over 200 pre-set watch lists or create your own. View price movements by minutes, hours, days, weeks and months.
  • Get the latest news and third-party analyst insight
    Follow market news, get real-time level II stock quotes for North American markets and access leading research from third-party providers Morningstar and CFRA. Platinum and Diamond members also get exclusive BMO Capital Markets TSX60 Research and educational events.
The Market Pro platform, a professional-level online trading tool.

Try Market Pro for yourself

Want to learn more about BMO Market Pro? Take it for a test drive. Get in touch with us for a free demo.

5 Star Program FAQs

  • You don’t need to apply. You’ll be automatically enrolled if you trade 15 times or more per quarter or invest at least $250,000 – and it’s completely free.
  • Yes, as long as the combined value of these accounts meets the minimum asset or trading requirements. You can also link all your accounts with one user ID.
  • It’s easy! You can apply online 20 minutes or less. Just make sure you have all the required documents:
    1. Your Social Insurance Number
    2. One piece of valid Canadian photo ID (e.g. valid passport, valid driver’s license, Canadian citizenship card, government-issued resident card, provincial health card)
    3. Employment and banking information (e.g. your job title and job industry, plus current employer’s name, address and phone number)
  • You can make a deposit from your branch, transfer an existing account from another financial institution or deposit a share certificate of an eligible security.
  • You can place equity, options, GIC, fixed income and mutual fund orders online. For equity orders, you can place buy, sell, or short orders at either market or limit price. You can also place stop orders on those markets which support this type of order.
  • Yes, you can access your account on desktop, or using the mobile or tablet app!
Still have questions? Check out the BMO InvestorLine FAQ page, or get in touch with us.

Ready to get started?

Open an InvestorLine account online in as little as 20 minutes. You’ll automatically be enrolled in the 5 Star Program if you meet the asset or trading minimum.

Let's connect

Have a BMO InvestorLine representative contact you.
Meet face-to-face with a BMO InvestorLine representative at your branch.
Give us a call to open your account by phone or ask us any questions.
*Ranked #1 in Canadian Self-Directed Investor Satisfaction – Winner of 2018 J.D. Power Self-Directed Investor Satisfaction Study.