Downloadable BMO InvestorLine Forms

Follow these simple steps to complete the application process:

  1. Download, print and complete an application form and any additional forms you require.
  2. Review all completed forms.
  3. Sign the completed application form and return it along with any required additional forms, your initial balance (minimum of $5,000) and two pieces of valid identification (one of which must be a valid piece of photo ID) to your local BMO InvestorLine branch or BMO Bank of Montreal branch.

If you have any questions about the application, please contact us toll free at 1-888-776-6886 during our business hours from 8:00 a.m. - 8:00 p.m. ET, Monday to Friday.


Note: You will need Adobe Acrobat Reader to download all forms.
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Select which type of account you would like to open.

 

For Investment or RSP/RIF accounts:
Additional forms you may need:
Authorized Trading Agent or Power of Attorney
form
Authorization to Transfer Account form
(online version / PDF version)
Mutual Fund Automatic Investment Plan
form
Co-applicant Account Information form
Joint Account Election Form & Withholding Statement
Pre-authorized Non-Registered Contribution Enrolment form
Pre-authorized Registered Contribution Enrolment
form
 
RRIF Payment Information and Election to Use Spouse's Age form
Request for Taxpayer Identification Number and Certification (W-9 form)
Shareholder Communication form
Deed of Gift form
Personal Information - Register or Change Preference form
Power of Attorney to Transfer Stocks or Bonds
Addendum for Locked-In Registered plans (LIRA, LRIF, LIF)
Beneficiary Designation and Successor Annuitant Form

For Non-personal or Corporate accounts:
Necessary additional forms you require:
Trust
Trust Account Declaration Form

Corporation or Sole Proprietorship
Corporate Resolution form
Guarantee of Account form
Beneficial Ownership/Director Information form

Investment Club
Investment Club Agreement form
Guarantee of Account form
W-8BEN form

 
Partnership
Joint Account Election Form & Withholding Statement
Partnership Resolution form
Guarantee of Account form
W-8BEN form
W-8IMY form

Society or Church
Corporate Resolution form

Additional forms you may need:
Additional Authorized Trading Officer form
Authorization to Transfer Non-Personal Account form
Pre-Authorized Non-Registered Deposit Enrolment form
Shareholder Communication form

 
Request for Taxpayer Identification Number and Certification (W-9 form)
United States Withholding Tax form (LOB form)
Personal Information - Register or Change Preference form
Beneficial Ownership/Director Information form
Beneficial Ownership Determination form