BMO Invest

The BMO Invest app allows users to easily access and manage their InvestorLine or Nesbitt Burns holdings and account details. With Portfolio View, users can get an aggregated view of their investments and set up custom watchlists to monitor stocks and market trends. The app also offers the convenience and security of using Fingerprint Biometrics to access accounts.

For InvestorLine Self-Directed and adviceDirect clients, the app allows for quick and easy trading of stocks, ETFs, and mutual funds. adviceDirect clients also have the added benefit of personalized buy and sell recommendations and 24/7 account monitoring. Nesbitt Burns clients can sign up to view statements, tax documents, and trade confirmations online and choose to receive email alerts when new documents are available.

In order to use the BMO Invest app, users must be registered with BMO InvestorLine. This can be done by signing on with a Client ID. For Nesbitt Burns clients, registration and access to the app is done through Gateway online. Clients can also contact their Nesbitt Burns Investment Advisor for assistance or reach out to the Gateway Helpdesk.

The app may include updates or upgrades that require communication with BMO's servers and may affect app-related preferences or data stored on the device. Users should also be aware that the app collects personal information in accordance with BMO's Digital Privacy Policy. Consent can be withdrawn at any time by uninstalling the app. For more information on how BMO collects, uses, and safeguards personal information, users can refer to the Privacy Code.

The BMO Invest app is for illustrative purposes only and does not serve as a recommendation to trade in a particular security. BMO InvestorLine Inc. is a member of BMO Financial Group and a wholly owned subsidiary of Bank of Montreal. Nesbitt Burns Inc. is also a wholly-owned subsidiary of Bank of Montreal and part of the BMO Wealth Management brand. Both companies are registered with the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.