Skip Navigation
Mobile Navigation Menu Button

Top
Navigation Skipped
Special offer: Don’t pay fees for a year on assets up to $15,000.*   Take advantage today
×

Open an account and get your first
$15,000 managed for free for one year.*

Now it’s even easier to invest online. Start today with just $1,000.

Offer ends April 30, 2018

Use Promo Code: Promo15000

What our Portfolio Experts do

SmartFolio is offered by BMO Nesbitt Burns and the portfolios are managed by BMO Asset Management, a leading global management firm with offices around the world and more than $300 billion in assets under management.

Online investing with a human touch

When you get started with SmartFolio, we ask you a few questions so we can get to know you. Then, we match you with a model ETF portfolio that fits your time horizon, financial situation and risk tolerance. Simple as that!

We watch your portfolio so you don’t have to

While you’re living life, we’re making sure that the portfolio stays properly balanced. If market movements cause the portfolio to drift, we’ll put it back on track.

We actively manage your portfolio

Markets can go up or down. If an asset class rises too much, we will sell some. The proceeds will be used to buy other assets and restore the ideal asset allocation. In other words, we make sure you stay the course.

We're always here for you

If you suddenly get the urge to open a food truck, or you get hitched, your finances may alter a little. So let us know as your life changes, so your investment plan changes with you.

We keep you in the know

At any time, you can view your detailed holdings and transaction history online to see how your investments are performing and how much you’re paying in fees.

Meet the Team

No robots here. SmartFolio is supported by a diverse team of 17 investment professionals making the investment decisions, including:

5

Accredited Portfolio Managers

8

Chartered Financial Analysts (CFA)

How’s that for brain power?

Looking for more hands-on investing? No problem.

There are other online options available that give you more control of your investing.

BMO InvestorLine Self-Directed®

Take full control of your investments

A great choice if: you want to be in control of the entire investment process, from research and trading to tracking your portfolio's progress

BMO InvestorLine adviceDirect®

Your virtual investment advisor

A great choice if: you want to trade yourself, with built-in guidance backed by expert analysis to help you decide what to do

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