BMO InvestorLine 5 Star Program
5 Star members get special access to perks that go beyond low-fee investing. As a plus, you’ll automatically be enrolled in our exclusive Program if you’re eligible.
Special Offer:
Get up to $30,000 cash back + a chance to win a $300,000 cash prize.†
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5 Star Program benefits
Preferred rates and pricing
Enjoy more savings the more trades you make or money you invest.
Professional level tools and industry-leading research
Make informed decisions with BMO Active Trader and other top-of the-line tools.
Dedicated 5 Star support
Real investment professionals are here to give you support, so you can invest with confidence.
Find your 5 Star membership level
Gold Star
How to qualify:
Invest $250,000+ or make 50 to 99 online trades per quarter
Why you’ll like it:
Gold Star pricing and discounts- Dedicated 5 Star support
- BMO Active Trader with real-time quotes
Platinum Star
How to qualify:
Invest $2,000,000+ or make 100 to 179 online trades per quarter
Why you’ll like it:
- Platinum Star pricing and discounts
- Priority 5 Star support
- BMO Active Trader Pro with real-time and Level 2 quotes
- Capital Markets TSX60 research
Diamond Star
How to qualify:
Invest $5,000,000+ or make 180+ online trades per quarter
Why you’ll like it:
- Diamond Star pricing and discounts
- First priority 5 Star support
- BMO Active Trader Pro with real-time and Level 2 quotes
- Capital Markets TSX60 research
- Exclusive IPO allocation
5 Star Program discounts and benefits
Gold Star | Platinum Star | Diamond Star | |
|---|---|---|---|
BMO Private Banking benefits | X | available | available |
Transfer Fee reimbursement of up to $200 when transferring from another institution | available | available | available |
5 Star support | 5 Star support | Priority 5 Star support | Priority 5 Star support |
Trading platform | BMO Active Trader with real-time quotes | BMO Active Trader Pro with real-time and Level 2 quotes | BMO Active Trader Pro with real-time and Level 2 quotes |
Educational events and BMO Capital Markets TSX60 research | X | available | available |
Exclusive IPO allocation | X | X | available |
available | available | available |
5 Star Support
Self-Directed investing doesn’t mean investing alone. You’ll get dedicated support from our investment specialists who can help you with whatever you need. Real people with real answers are ready to help from 8 a.m. to 6 p.m. (ET), Monday to Friday.
5 Star Program FAQs
You don’t need to apply. You’ll be automatically enrolled if you trade 50 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.If you use Client ID to access your accounts, then the combined value will be based on all the accounts under your Client ID. If there is more than one Client ID user in a household residence, then all the assets under those Client IDs will be combined to qualify for the 5 Star Program.
- It’s easy! You can apply online 20 minutes or less. Just make sure you have all the required documents:
- Your Social Insurance Number
- 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)
- 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!
If your Client ID includes Self-Directed and adviceDirect accounts, the assets in your adviceDirect accounts will be included for qualification in the 5 Star Program.
Ready to open a BMO InvestorLine Self-Directed account?
Complete our application and start investing online.
Have questions? That’s what we’re here for.
Chat with us
Connect with a Specialist from Monday to Friday 8 a.m. to 8 p.m. (ET).
Call us
Connect with an Investment Specialist from Monday to Friday 8 a.m. to 6 p.m. (ET).
1-888-776-6886 North America (Toll-free)
1-416-355-8366 International (Collect call)
Let us contact you
Have one of our Specialists contact you to discuss your needs.