Professional advice meets fully digital online trading
Discover how adviceDirect combines online investing with advice in an increasingly digital world.
Updated 
2 min. read
Even before the COVID-19 pandemic, Canadian’s have found themselves turning to digital experiences to manage day-to-day tasks. Now, of course, these digital platforms are almost a necessity rather than a luxury.
From booking air travel and car rentals to clothing or grocery shopping, digital options are more important than ever. Investing is no different, and our solution, adviceDirect, combines an online investing platform with personalized advice to help you trade with confidence.
What is adviceDirect?
If you’re looking to invest online, adviceDirect can help you do just that. Where it differs from other investing platforms is with its addition of personalized advice, portfolio monitoring and access to advisors. You’re in control and make all the decisions about your portfolio, but adviceDirect is always there when you want extra support, or to let you know if you’re off track.
How does adviceDirect work?
Each investor is different, so why would you get the same investing advice as everyone else? When you sign up for an adviceDirect account, we want to take the time to get to know you. What are your goals? What is your risk profile? These and other factors help to develop your unique investor profile. That profile allows us to tailor the advice and insights you receive.
It also helps us to keep your portfolio where you want it to be in a changing marketplace. Through adviceDirect’s MyAdvice feature, built in notifications let you know when your portfolio is moving outside your goals and to give advice to help you get back to where you want to be.
Advice when you need it
To help people invest with confidence, adviceDirect also offers a team of advisors who are on hand to answer your questions, give you support, and help guide your investments at a fraction of the cost of a financial advisor.
The combination of an online investing platform, continuous portfolio monitoring and advisor support is designed to help you to invest with confidence. Think of it like having a co-pilot – you're in the driver's seat, making the decisions, but you have a co-pilot there guiding you every step of the way. It’s investing online, but not investing alone.
Ready to start investing?
Start investing online with BMO InvestorLine adviceDirect.
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The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/ purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.