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Getting Started

When you’re ready to open your stock trading account, do it easily online. See below for what you’ll need to get ready and what to expect. The application should take about 20 minutes.

Please note, the application is best viewed on a desktop or laptop.

1

Choose your BMO InvestorLine Self-Directed account

Before you start, decide what type of online trading account you’d like to open:
  • TFSA
  • RESP
  • RRSP
  • Cash
  • Margin
  • other
Not sure? Take the time to review the account types available.
2

Gather your documents

3

Start your application!

Now that you have everything ready, complete our secure, step-by-step online application. It takes about 20 minutes, however if you need to stop partway through, you can save and finish later.

When you’ve completed the application, print it out, sign it and send it in or visit a local BMO branch, along with a photocopy of your 2 pieces of ID. Once your account has been approved, you’ll get your Welcome to BMO InvestorLine email, which will guide you through setting up your account.

Open an account

Funding your online trading account and more

How and when do I fund my stock trading account?

Once your account is approved, you can move over your funds in the following ways:

  • transfer funds from your BMO bank account online or at a branch
  • make a deposit from a non-BMO financial institution via bill payment
  • transfer an existing investment account from another financial institution
How do I open a corporate account?

To open a corporate account, use the same online application form as listed above, expect select Non-Personal account, then Corporate account in your answers.

Additional documents you’ll need include a Corporate Profile from the last six months, plus two pieces of valid ID for the Authorized Trading Officer, Beneficial Owner and Guarantor (where applicable).


Open a corporate account
How do I open a non-personal account?

For non-corporate, non-personal accounts, you’ll need to print out the required form and submit it in person. These accounts include:

  • Investment Club
  • Partnership
  • Formal Trust
  • Testamentary Trust
  • Estate
  • Charitable Organization or Private Foundation
  • Not for Profit

Get your form