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Limited time offer: Get up to $1,000 cash back!   Take advantage today
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Get cash back on every dollar you invest plus a transfer rebate of
up to $200 for switching to BMO.*

Invest more. Earn more.

You invest: You earn:
$5,000 $25 cash back
$50,000 $250 cash back
$100,000 $500 cash back
$200,000 or more $1,000 cash back

Use Promo Code: PROMO1000

SmartFolio Account Types

No matter why you invest online, there’s a SmartFolio account that can help. Whether you want to save for your retirement, education, or just because, we have an account option that will help you get there.

Let’s find an account that’s right for you. Choose an option that matches your goals:

Joint Investment Accounts


A convenient way for two or more people to grow your investments together.

Non-registered investment account


These flexible accounts have no contribution limits and give you easy access to your funds.

Ready to start investing?

Open your SmartFolio account and let us help you reach your financial goals. Start by getting matched with an ETF Portfolio.

Connect with us

Live Chat

8:00 a.m. - 8:00 p.m ET
Monday to Friday

Email us

Feel free to send us a note, but please don’t send account numbers and/or passwords.

smart.folio@bmo.com

Schedule a call

Have a BMO SmartFolio Representative contact you.

Call us

8:00 a.m. - 8:00 p.m ET
Monday to Friday

1-844-895-3721