BMO InvestorLine's monthly automatic investment plans are a great way to start a regular investment savings program. Monthly investments are easy and automatic!

You can invest in many of the top mutual funds in Canada that BMO InvestorLine has to offer.

It's easy to get started! Just download and complete the forms below and BMO InvestorLine will take care of the rest.

Automatic Purchase Plan - Use this investment plan if you want to automatically buy a fixed dollar amount of an approved mutual fund on a regular basis. Click here to download the Automatic Purchase Plan form

Automatic Withdrawal Plan - Use this investment plan if you want to automatically sell a fixed dollar amount of an approved mutual fund on a regular basis. Click here to download the Automatic Withdrawal Plan form

 

Note: You will need Adobe Acrobat Reader to download all forms.