List of Mutual Funds approved for transfer to a BMO InvestorLine account

For your convenience and ease of navigation, we have divided this list into two sections:
(Last updated: February 2011)


Mutual Funds

Trailing commission mutual funds may not be transferred into InvestorLine Self-Directed accounts, but are allowed in adviceDirect accounts. There is no fee* to buy, sell or switch from the following No Fee Fund families.

* Exempting Money Market and T-Bill funds and back load (DSC) funds, an early redemption fee of $43 ($35 for electronic orders) will be charged for funds held for less than 90 days. Switch orders are subject to same early redemption fee. Some fund companies may also charge additional fees. These include early redemption fee, deferred sales charge on redemption for DSC funds, and initial account set-up fee.

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Labour Sponsored Funds

The following Labour Sponsored Investment Funds are available from BMO InvestorLine.


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