Investing online as an OSPE member has its perks.

Your OSPE membership gets you special pricing and benefits1 from BMO Wealth Management so you can put more towards your investments. Whether you want to be in full control of your investments or leave it to the experts, you can invest online your way.


Three ways to invest online — which service is right for you?

 

BMO InvestorLine
Self-Directed

BMO InvestorLine adviceDirect

BMO SmartFolio

Type of service
Pilot
You do the research and make the decisions
Co-Pilot
Personalized advice to guide your decisions
Auto Pilot
Professionals manage your portfolio for you
What's my investing style? I like the idea of investing online, with full access to my account, anywhere, any time.
Am I looking for investment advice? No. I like to be in control of the entire investment process from research to executing a trade to tracking my portfolio progress. Yes. I want unbiased, personalized investment advice that's backed by sound fundamental analysis but ultimately I decide what to buy. Yes. I prefer to let a professional manage my portfolio for me while I track my performance from my home or mobile device.
How much do I have to invest?

$5,000* or more

Learn more


$50,000 or more

Learn more

$5,000 or more

Learn more
Special offer for OSPE members only
  • $6.95 flat-fee pricing on electronic trades
  • No minimum account balance required to open an account
  • RESP annual administration fee of $50 waived
  • RSP annual administration fee of $100 waived
  • $25,000 minimum assets per account
    • 75 bps for billable assets between $25,000 - $100,000 with a minimum annual fee of $500 (savings of $250 annually)
    • For accounts with billable assets >$100,000 the maximum annual fee is $2000 (savings of $1750 annually).
  • A 20% discount on advisory fees for the life of the BMO SmartFolio account or as long as you remain a member of OSPE (see table below).
  And more! And more!



How to get your special offer

Please login and refer to the Membership Benefits sections for more details.


1 Some conditions apply.
*Self-Directed – there is no minimum to open an RESP or TFSA. BMO Wealth Management is a business group that consists of Bank of Montreal and certain of its affiliates including BMO InvestorLine Inc. and BMO Nesbitt Burns Inc., in providing wealth management products and services. Not all products and services are offered by all legal entities within Wealth Management. BMO InvestorLine provides order execution only for equities, options, mutual funds, fixed income and foreign exchange currency. An adviceDirect account is a non-discretionary fee based account which offers investment recommendations. adviceDirect does not provide portfolio management by a portfolio manager. The client makes their own investment decisions and manages their own investment portfolio. adviceDirect does not offer discretionary, managed accounts. A BMO SmartFolio account is a discretionary fee based account which offers Digital Portfolio Management service. BMO SmartFolio is a product of BMO Nesbitt Burns. "BMO (M-design)", "BMO" and "BMO (M-design) Wealth Management" are registered trademarks of Bank of Montreal, used under license. "Nesbitt Burns" and "SmartFolio" are trademarks of BMO Nesbitt Burns Inc. BMO Nesbitt Burns Inc. and BMO InvestorLine are wholly owned subsidiaries of Bank of Montreal.