BMO Invest 3.5.0

With the BMO Invest app, you can conveniently access your BMO InvestorLine Self-Directed and adviceDirect accounts by using your existing Client ID. For your BMO Nesbitt Burns portfolio, simply log in with your online Gateway ID.

Experience an aggregated view of your InvestorLine or Nesbitt Burns holdings and account details through Portfolio View. Set up customized watchlists to stay updated on your preferred stocks and market trends.

Enhance the security of your accounts with easy authentication methods such as Face ID or Touch ID fingerprint sensors.

For InvestorLine Self-Directed and adviceDirect clients, manage trades, funds, and gain insights into your investments swiftly. Easily trade stocks, ETFs, and mutual funds. Moreover, adviceDirect clients benefit from personalized buy and sell recommendations and 24/7 account monitoring.

Nesbitt Burns clients can register to access online statements, tax documents, and trade confirmations. Opt-in for email alerts to stay informed about new documents.

Before using the BMO Invest app for your InvestorLine Self-Directed or adviceDirect accounts, ensure you are registered with BMO InvestorLine. Simply log in to BMO InvestorLine with your Client ID to get started. To access your Nesbitt Burns portfolio using the app, registration and Gateway online access through www.bmo.com are required. For any assistance in setting up the Gateway account, contact your Nesbitt Burns Investment Advisor or gateway.helpdesk@bmonb.com.

Please be aware that by using this app, updates may lead to device-server communication to enable functionality and collect usage data. Any changes may also affect app settings or locally stored information on your device.

Your privacy is essential. The app may gather personal information as outlined in our BMO Digital Privacy Policy. You can revoke consent by removing the app at any time. Refer to our Privacy Code for detailed information on data collection, usage practices, and safeguarding personal information.

Note that the screenshots displayed in the BMO Invest app serve an illustrative purpose only and are not tantamount to a recommendation for trading in specific securities.

BMO InvestorLine Inc., a part of BMO Financial Group, is a subsidiary wholly owned by Bank of Montreal. Registered trademark under Bank of Montreal's license. Member of Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada (IIROC).

Registered trademarks "Nesbitt Burns" and “Gateway” belong to BMO Nesbitt Burns Inc., a wholly-owned subsidiary of Bank of Montreal. BMO Wealth Management encompasses businesses like Bank of Montreal, BMO InvestorLine Inc., and BMO Nesbitt Burns Inc., offering wealth management products and services.