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BMO InvestorLine 5 Star Program

Welcome to the BMO InvestorLine 5 Star Program – an exclusive investing program that goes beyond your average discount online brokerage and gives you access to premium tools and research, preferred rates and pricing, and dedicated support for your online stock trading needs.

Silver Star
$250,000
to
$499,999

Assets
Real-time and Level II quotes
Market Streamer Platform image.
N/A
research
Includes all administration
and RSP fees
Transfer fees from other institutions reimbursed up to $200
N/A
Gold Star
$500,000
to
$9,999,999

Assets
or
30
to
149

Trades per quarter
Real-time and Level II quotes
Access to BMO Capital
Markets Research**
Includes all administration
and RSP fees
Transfer fees from other institutions reimbursed up to $200
Lower administrative fees for non-trade transactions
  • 50% off deregistrations fees (no fee with assets > $1MM)
  • 50% off additional RIF payments (one additional RIF payment without charge with assets >$1MM)
  • Free internal security transfers
  • Free homebuyer/lifelong learning plan withdrawals
Platinum Star
$10,000,000+

Assets
or
150+

Trades per quarter
Real-time and Level II quotes
Access to BMO Capital
Markets Research**
Includes all administration
and RSP fees
Transfer fees from other institutions reimbursed up to $200
No administrative fees for non-trade transactions
  • No deregistrations fees
  • No additional RIF payments
  • Free internal security transfers
  • Free homebuyer/lifelong learning plan withdrawals
See 5 Star Program Terms and Conditions.

Gain access to more exclusive benefits

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Services

Exclusive access to a dedicated Service Team (8 a.m. to 8 p.m. ET, Monday to Friday).

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Single User ID

Access all your BMO InvestorLine accounts online with a single User ID and password.

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Gold and Platinum

Reports are available for the Top 60 TSX stocks.


Learn about special offers for new and existing customers


FAQ

Do I need to apply for the 5 Star Program? What are the costs?
You don’t need to apply. You’ll be enrolled if your BMO InvestorLine account meets the minimum asset or online stock trading requirements. Plus, there’s no fee to join.
I manage assets in multiple accounts. Do I qualify?
If you manage multiple BMO InvestorLine accounts, you can link them with one User ID. The value of these combined assets will be used to determine if you qualify for the BMO InvestorLine 5 Star Program.
I’m interested! How do I transfer my funds?

There are a number of ways you can fund your InvestorLine account. If you’re already a BMO customer, make a deposit from your chequing or savings account at a BMO branch. Or you can make a deposit from a non-BMO financial institution.


You can also transfer an existing account from another financial institution. Or you can deposit a share certificate of an eligible security.

*Accounts Designated PRO do not qualify.

**BMO Capital Markets was ranked the top Equity Research Group in Canada by the Brendan Wood International Survey for 26 consecutive years.