BMO Financial Group

BMO Financial Group
BMO InvestorLine

BMO InvestorLine

November 20, 2014 08:00 ET

BMO InvestorLine Enhances its Five Star Program to Provide More Value to Active Traders

- Active traders will now receive exclusive benefits of the 5 Star program, including priority call handling, preferred interest rates and access to expert research

- In addition to their account asset amount, Self-Directed clients can now qualify for the 5 Star program by the number of trades they complete per quarter

- Those with Gold Star and Platinum Star status will have access to the new BMO Market Pro platform, which streams real-time market data, news and analysis

TORONTO, ONTARIO--(Marketwired - Nov. 20, 2014) - BMO InvestorLine today announced that it will be making enhancements to 5 Star - one of its Self-Directed service incentive programs - as it continues to add more value to the client experience by providing Canadian investors with access to more research resources and leading-edge tools.

Active traders - clients who complete 30 or more trades per quarter - will now have access to a number of 5 Star features, including:

  • Priority call access to the dedicated 5 Star relationship team
  • Access to expert research
  • Discounts on live agent trades and on non-trade transactions
  • Preferred interest rates

Also, there are now two ways to qualify for the 5 Star program. In addition to their account asset amount, clients can now qualify by the number of trades they make per quarter:

  • Silver Star - minimum $250,000 in account assets
  • Gold Star - minimum $500,000 in account assets or 30-149 trades per quarter
  • Platinum Star - minimum $10,000,000 in account assets or 150+ trades per quarter

"The expansion of our 5 Star program demonstrates our ongoing commitment to evolving our Self-Directed service and to streamlining our offerings to provide a better experience for our customers," said Julie Barker-Merz, President, BMO InvestorLine. "More Self-Directed clients, including those who trade actively, will now be able to take advantage of prime rates, exclusive online research and educational tools that can help them make better informed investing decisions."

BMO InvestorLine is also launching the BMO Market Pro platform, which will allow investors to stream real-time market data, news and analysis and to create a customized web-based dashboard and interface for a workspace that suits their needs. Available to 5 Star clients with Gold or Platinum status, the BMO Market Pro platform will provide leading-edge tools and easy-to-use resources to help them stay on top of the markets.

New Enhancements for All Self-Directed Clients

BMO InvestorLine has introduced Quick Trade, a new feature that helps all Self-Directed clients make fast and easy trades. Clients can trade all types of investments easily by accessing a trade ticket at the top of every page on the BMO InvestorLine website.

The launch of Quick Trade and the BMO Market Pro platform, as well as the enhancement of the 5 Star program, are examples of BMO InvestorLine's commitment to enriching the online investing experience. These new enhancements are preceded by several recent offerings that BMO InvestorLine has made for its Self-Directed clients. Earlier this year, it announced a $9.95 flat trading fee, Traditional and Simplified Chinese-language websites and an incentive offer for young Canadians (aged 18-35) designed to encourage them to begin investing sooner.

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About BMO InvestorLine

BMO InvestorLine is an online investing service that provides clients with two ways to invest online. Clients can choose from BMO InvestorLine's top ranked Self-Directed service that provides tools to help investors make independent decisions on how to invest. BMO InvestorLine's other service, adviceDirect™ provides investors with online advice and investment recommendations for their portfolios. Clients have access to trading, quotes and account information 24 hours a day through a website. BMO InvestorLine also provides users with third party research, along with leading edge tools that are informative and easy to use. As an all-in-one investment source, it is a constantly evolving, cost-efficient platform that is fully compatible with tablets.

BMO InvestorLine Inc. and BMO Ligne D'action Inc. provide this commentary to clients for informational purposes only. The information contained herein is based on sources that we believe to be reliable, but is not guaranteed by us, may be incomplete or may change without notice. The comments included in this document are general in nature, and professional advice regarding an individual's particular position should be obtained.

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.

BMO InvestorLine Inc. is a member of BMO Financial Group.

® Registered trade-mark of Bank of Montreal, used under licence. BMO InvestorLine Inc. is a wholly owned subsidiary of Bank of Montreal Holdings Inc. Member - Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada.

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