 |
MyLinkTM
MyLink offers personalized investment insights specific to you and your portfolio through one-to-one personal communications.
|
|
5 Star Program
Exclusive access to our 5 Star Relationship Team, discounts on trade commissions, preferred interest rates, invaluable tools and research. |
|
Stay Connected to the Markets
Use customizable Alerts to follow stock performance, breaking news and more, from virtually anywhere via your cell phone, PDA or email. |
|
Interactive Learning
Easy access to BMO InvestorLine’s Online Education Center, tutorials, and webcasts.
|
 |
S&P Top Picks
These pre-packaged portfolios are comprised of specific stocks hand-picked by S&P's highly regarded analysts.
|
|
Superior Research
Access to the latest investment research from highly ranked providers.
|
|
Model Portfolios
Our Model Portfolios match your investment objectives and risk tolerance.
|
|
Portfolio Rebalancing
Bring your portfolio in line with your plan. See where you stand, where you want to be, and how to get there.
|
|
Asset Allocator
Our Asset Allocator helps determine an asset allocation mix that will help you reach your investment goals.
|
|
Retirement Planner
Develop a customized retirement plan that considers your current financial situation, tolerance for risk and goals for retirement. |
|
Stop Orders
Protect your profits and minimize downside risk with the use of Trailing Stop Orders, Hard Stops, Sell on Stop Orders and Buy on Stop Orders.
|
|
Guided Investing
We help you plan your investment strategy, select the right investments, provide
you with the tools and support you need to monitor your portfolio.
|
*Source: Rated by clients in an independent online brokerage study conducted by Phase 5 (Competitive Online Brokerage Report, December 2007).
**Source: The Discount Brokerage Report, Ipsos Reid 2007