Save Money.

Combine your assets and qualify for our $9.95 Flat Fee Pricing on all trades, helping to minimize your trading costs when you have a minimum of $50,000 in total assets. You can easily link all your accounts under one User ID. If you currently have a non-registered account with BMO InvestorLine, you can qualify for reduced administration costs when you open a registered account.

Get a Clearer Picture of Your Wealth.

Pooling your assets can provide a clearer picture of your cash, fixed income and equity holdings, providing greater insight into your true diversification. This can help you set investment objectives and effectively manage risk.

Save time.

Managing your investments in one place is easy and can save you valuable time. A single User ID allows you to access all of your investment accounts at the same time.

Simplify Your Life.

Dealing with the paperwork from different financial institutions can be daunting for even the most experienced investor. Combining your investment accounts eliminates multiple statements, confirmation notices and tax forms – along with the unnecessary worries of keeping track of your assets.

Qualify for our 5 Star Program.

When you consolidate your accounts, you increase your investable assets with BMO InvestorLine. If you have a minimum of $250,000 in net assets, you’ll qualify for our 5 Star Program, gaining exclusive access to the 5 Star Relationship Team, reduced investing costs, and invaluable online tools and expert research, guiding you towards more informed decisions.

In today’s complex world, it’s no wonder Canadians are moving towards a simple, unified approach to their investment needs. By doing so, self-directed investors can reap the rewards consolidation can bring.