BMO Wealth Management

Access your favorite features directly from BMO InvestorLine 2.0 including:

  • checkmark iconAccount Services
  • checkmark iconEducation
  • checkmark iconPerformance
  • checkmark iconMutual Fund Research
  • checkmark iconAnd more!

Note: On March 25 after 9 p.m. ET, the 2.0 experience will be elevated to give you all of your favourite features from Legacy.

Investorline 2.0 landing page

More about the features available on BMO InvestorLine 2.0:

View holding details legacy from the holdings screen

View Holding Details Legacy from the Holdings screen.

Dropdown menu showing other bmo services, such as online banking, bmo nesbitt burns etc

Access other services including BMO Online Banking, BMO Nesbitt Burns, etc.

profile dropdown showing account settings options

Update your account information and settings from Account Services under the profile dropdown.

Education dropdown menu, displaying Getting started, learning centre, retirement corner, tax corner, tfsa corner and resp corner.

Access Education from the navigation bar for how to’s and plan type information.

Image highlighting the performance dropdown, displaying performance summary, performance detils and realized gain/loss options.

Review how your accounts are performing over various time frames by selecting Performance from Account Summary.

'more' drop down menu on research tab, shows mutual fund screener, mutual fund prices, mutual fund research, value analyzer, technical insight, ipo Calendar

From the Research tab, you can now access Mutual fund research, Technical Insight & Value Analyzer and the IPO Calendar.

Initiate Mutual Fund switches, and trade Bonds & GIC from your portfolio and holdings details.

Initiate Mutual Fund switches, and trade Bonds & GICs from your portfolio and holdings details.