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InvestorLine Self Directed FAQ

I have forgotten my BMO InvestorLine Account Password and/or Trading Password, what should I do?


No problem - you can reset your password online in a few simple steps:


  1. Go to the BMO InvestorLine sign in page
  2. Select Forgot Your Password (in the sign in box below the Password field)
  3. Enter your Client ID, User ID or Account #
  4. Based on your login, you’ll see the following;
    • Enter your postal code (if you entered a User ID or Account #)
    • Enter your birthday (if you entered a Client ID)
  5. Verify your identity with Two-Step Verification
  6. Enter your “new” login password and “new” Trading Password, footnote *


, footnote *If you wish to change your Trading Password, please ensure you use your Account # or Client ID on the Forgot Your Password screen.


If you’re still unable to sign in, give us a call at 1-888-776-6886 (Self-Directed) or at 1-844-274-3762 (adviceDirect), select your language option followed by option #3 for Account number and Password support. Have your identification information (account number and date of birth) ready before calling.

Which web browsers can I use to access the BMO InvestorLine site?


Our site is now optimized for Internet Explorer browsers, version 6.0 or higher, or Firefox browsers, version 2.0 or higher with JavaScript enabled (see details below). To download a browser, you can go to either the Microsoft or Mozilla web site. For more information on how to upgrade your browser, please visit our section on Security.


  1. If you are a client and are having difficulty logging into your account, check that you have JavaScript enabled on your browser:
    • If you are using Internet Explorer (I.E.) 6.0 or higher, you should enable Active scripting by going to I.E.'s Tools Menu, selecting "Internet Options", then choosing the "Security" tab, and selecting the "Custom Level" button (at bottom). Scroll down until you reach "Scripting" (topics are listed alphabetically) and make sure that you have "Active scripting" set to "Enable".
    • If you are using Firefox 2.0 or higher, you should enable JavaScript by going to Firefox's Tools Menu, selecting "Options", and then click the "Contents" icon. Place a checkmark in the "Enable Javascript" box and click "OK".


If you are using Internet Explorer 8.0 or higher and regularly use multiple browser windows, please see this FAQ.

I keyed the wrong password in three times, and now I can't get into my BMO InvestorLine account. What should I do?


For your protection, we have limited the number of login attempts to three. If you have exceeded your three attempts, please call BMO InvestorLine at 1-888-776-6886; select your language option followed by option #3 for account number and Password support.

Why do I get an error message saying that I have insufficient encryption?


If you are getting this error message, it means that you are not using a 128-bit encrypted browser. 128-bit encryption is the strongest, most secure form of encryption that is generally available in Internet browsers on the market in North America today. In order to do your investing online, you must ensure that you are using 128-bit encrypted browser. We also recommend the use of 128-bit encryption for all non-financial transactions over the Internet. 128-bit encrypted browsers can be downloaded from the Microsoft or Mozilla web site.

Why do I keep getting a server/misconfiguration error?


This error message indicates that our servers are temporarily down. If you get this message, please try again later. Or you can contact a BMO InvestorLine representative.

What can I do to make sure that nobody sees my financial information?


To protect yourself, you should make sure that you do not reveal your password to anyone else. In addition, after completing your BMO InvestorLine session, you should clear your cache, or turn off and re-initiate the browser, to eliminate any copies of web pages that may have been stored in your hard drive.

Why do I keep getting an error message saying "the server does not have a DNS entry" or "could not open"?


This type of error message could mean several things:


  • A momentary network problem has occurred with your Internet Service Provider (this is the most common cause of the problem)
  • It is not possible to locate the address you have typed (could be a typing error)
  • The address is outside the range of your Internet Service Provider or network