Direct investing with BMO
Whether you’d like to make your own investment choices, invest with advice, or have your portfolio managed for you, there’s an online option to help you make progress toward your investing goals.
可满足您不断变化的需求的平台，让您的策略能够与您一同成长
尊享世界一流的研究、工具、账户和投资服务
当您需要时在分行内为您提供支持，因此您在投资时绝不会孤立无援
Direct investing solutions for every investor
在网上投资并不一定要孤军奋战。您可以根据自己的意愿获得不同程度的控制权和支持。 Compare our direct investing services and decide what works best for you.
A great choice if: You want to be in control of the entire online trading and investment process, have access to research, tools, IPOs or margin trading.
Invest in: Stocks, bonds, mutual funds, ETF（交易所买卖基金）s, GICs, CDRs, options.
Pricing: $9.95 per trade and $0 per trade on select ETF（交易所买卖基金）s.
$10,000 minimum account size
A great choice if: You want to trade online yourself with advisor support, tools, research, and built-in trade recommendations backed by expert analysis to help you decide what to do (including trade recommendations).
Invest in: Stocks, bonds, mutual funds, ETF（交易所买卖基金）s, and GICs.
Pricing: Advisory fees as low as 0.10% of billable assets for portfolios $5MM or greater.
比较各平台
基于您的投资偏好寻找最适合的选择。
BMO InvestorLine 自理网上交易 | BMO InvestorLine adviceDirect提供建议的网上交易 footnote star, star | BMOSmartFolio在线投资组合管理 | |
|---|---|---|---|
Trade on-the-go with the BMO Invest App | available | available | 不可用 |
指标和资讯提醒 | available | available | 不可用 |
Responsible investing with tools, research and ESG Insights | available | available | 不可用 |
Trading on margin | available | available | 不可用 |
Access to Initial Public Offerings (IPOs) | available | available | 不可用 |
访问 BMO 活跃交易者 | available | 不可用 | 不可用 |
期权交易 | available | 不可用 | 不可用 |
交易建议和个性化建议 | 不可用 | available | 不可用 |
与您的风险承受能力相匹配的ETF（交易所买卖基金）投资组合 | 不可用 | 不可用 | available |
专业管理的投资组合 | 不可用 | 不可用 | available |
footnote star, starInvesting more than $500k? 查看adviceDirect高级账户
为何通过BMO在网上进行投资？
可满足您不断变化的需求的平台BMO's investing services grow with you. 我们不断改进我们的平台，让您安心投资，因为无论您的投资策略如何演变，总会有一条路可帮助您实现投资目标。
世界一流的研究与工具Dive into a wealth of research withBMO's team of economic experts. 利用工具和研究，时刻关注经济动向，确保您始终朝着成功之路稳步前行。
在您有需要时为您提供支持无论您何时有需要，您都可以通过面对面、在线或电话联系每个投资平台支持团队，获取贴心的专属服务。
24/7账户访问无论您选择哪个平台，您都可以随时通过网络或我们的BMO投资应用程序查看您的投资组合。 查看您的投资表现，或者按照您自己的条件对投资组合进行修改。
Direct investing 常见问答
是的。您可以亲临分行，与分行内的投资专业人士讨论您的投资目标或理财规划。 You can contact a platform-specific support member virtually or visit a branch to speak more broadly about your direct investing options.
是的。您可以亲临分行，与分行内的投资专业人士讨论您的投资目标或理财规划。 You can contact a platform-specific support member virtually or visit a branch to speak more broadly about your direct investing options.
- 不是，您可以在网上开设账户。下面提供了每个投资平台的链接。
Yes! We have direct investing options for every investor, regardless of portfolio size. 开设自管投资账户没有最低余额要求。*账户余额达到$1,000即可开设智能投资组合账户，账户余额达到$10,000即可开设adviceDirect账户。
Of course. Just follow the three-step process below to transfer an individual account from another institution to InvestorLine Self-Directed or adviceDirect.
Step 1: Open an direct investing account with either Self-Directed, adviceDirect or SmartFolio.
Step 2: For Self-Directed and adviceDirect account, log in to your account and click on Account Services, Move Money, then the Transfer Accounts tab.对于SmartFolio账户，登录您的账户并访问“增加资金”部分。
Step 3: Follow the prompts and instructions to complete your account transfer.
Still not sure if Direct investing is for you?
Check out BMO Smartfolio, our online low-fee professional ETF（交易所买卖基金） portfolio management platform that saves you time and money.
Dedicated portfolio managers manage your portfolio of ETF（交易所买卖基金）
低廉的咨询费用：0.4至0.7%
业绩、费用和进度完全透明
有疑问？我们随时为您效劳。
与我们交流
周一至周五东部时间上午8点至下午8点可联系专家咨询。
致电我们
东部时间周一至周五上午8点至下午6点，欢迎联系我们的投资专家。
1-888-776-6886 北美（免费）
1-416-355-8366 海外（对方付费）
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