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Opening a Personal Account

 

For the best experience forms are only available on the desktop version of our website.


If you have any questions about online investing forms and applications, please contact us toll free at 1-888-776-6886 during our business hours from 8:00 a.m. - 8:00 p.m. ET, Monday to Friday.

 

Please note: A minimum amount of $5,000 is required to open an account with BMO InvestorLine. Your initial balance can be a deposit, transfer, or a combination and may consist of cash and/or securities investments. Minimum of $5,000 does not apply to TFSA and RESP accounts.


Client Agreements

 

The Client Agreements contains the terms and conditions and other disclosures for cash, margin, registered and/or option accounts as well as provide explanations why particular information on the application form are required from the client.

 

Download the Client Agreement form (597 KB - PDF)

 


Investment Accounts

 

Account Open Forms

 

 

Additional Forms

 

 


Registered Accounts (RSP, RIF, LIF, LIRA, etc.)

 

Account Open Forms

 

 

Additional Forms

 

 

To unlock funds from federally regulated locked-in plans (LIF, LRSP, RLIF, RLSP), please complete the forms related to your situation as listed below. Please follow the instructions on the forms.

 

One Time Unlocking: 50% unlocking Form (36 KB - PDF)
Medical Disability: Federal Prescribed Physician's Certificate (22 KB - PDF), Form 1 (50 KB - PDF), Form 2 (32 KB - PDF)
Financial Hardship: Attestation Regarding Withdrawal based on financial Hardship (50 KB - PDF), Attestation Regarding Spouse/Common Law Partner (32 KB - PDF)
Small Balance: Attestation Regarding Spouse/Common Law Partner (32 KB - PDF), Attestation of Total Amount Held in Federally Regulated Locked-In Plans (30 KB - PDF)

 

To unlock funds from Manitoba regulated locked-in plans, please complete the forms related to your situation as listed below. Please follow the instructions on the forms.

 

50% One Time Unlocking: Application for a Prescribed Transfer (214 KB - PDF)
Certificate of Shortened Life: Certificate to Shorten Life Expectancy (32 KB - PDF), Form 7 (38 KB - PDF), Form 5 (43 KB - PDF)
Non-Residency: Instruction to Unlock and Withdrawal Locked-in Funds due to Non-Residency (65 KB - PDF), Form 3 (39 KB - PDF)
Small Balance: Under 65 years of age (45 KB - PDF), Over 65 years of age (33 KB - PDF)

Tax-Free Savings Accounts (TFSA)

 

Account Open Forms

 

 

Additional Forms

 

 


Registered Education Savings Plans (RESP)

 

Account Open Forms

 

For Individual ESP plans (One beneficiary permitted of any age):

 

 

For Family ESP plans (Subscriber and all beneficiaries must be related by blood and/or adoption. Any number of beneficiaries under the age of 21 are permitted.):

 

 

Government Grants and Incentive Forms

 

Canada Education Savings Grant (CESG), Additional CESG and Canada Learning Bond (CLB) Application Form (SDE 0093)

 

  • If the Subscriber or Joint Subscriber is not the Beneficiary's Custodial Parent/Legal Guardian, ANNEX B must be completed. (SDE 0093-B)
  • If you wish to apply for additional beneficiaries ANNEX A must be completed (SDE 0093-A)

 

Quebec Education Savings Incentive (QESI) and Increase QESI do not require an application form. BMO InvestorLine will apply for all eligible beneficiaries.

 

Additional Forms

 

 


Sole Proprietorship Accounts

 

Account Open Forms

 

 

Additional Forms

 

 


Account Transfers


Additional Forms

 

 

Important: Prior to completing the Direction to Transfer Securities form please contact a BMO InvestorLine representative for information on the applicable fees and to ensure this form is suitable for your request. Any incomplete forms and unsuitable requests will not be processed. Additional documentation may be required.

 

Note: You will need Adobe Acrobat Reader to download all forms.


Note: You will need Adobe Acrobat Reader to download all forms.

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