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Look Back / Look Ahead 2021-2022: BMO InvestorLine Q&A

Q&A with BMO InvestorLine. Andrea Casciato, Head of Digital Investing.

Q1: What can beginner investors expect from your firm?
Beginner investors can expect a robust platform that’s intuitive to use. We have a diversified offering of online investing options, seamless digital onboarding, and easy ways to fund your account. 

We’ve also created a new series of educational content for first-time investors. These videos and articles are designed to help new investors learn the basics: where to start, what to watch out for, and how to build a healthy portfolio.

InvestorLine offers a simple yet smart research and trading experience. We’re passionate about helping new investors find the right online investing tools to fit their needs. 

You can find our Course 1 Introduction on our YouTube channel.

Q2: What can active investors expect from your firm?
Active investors will appreciate the overhauled design of InvestorLine 2.0 – it’s easier than ever to place a trade, see meaningful data to help you make decisions, and manage your accounts. 

InvestorLine self-directed 5 Star clients receive preferred pricing, dedicated 5 Star support, access to the MarketPro trading platform, and real-time Level II quotes, as well as access to BMO Capital Markets research and exclusive IPO allocation.

Q3: What online investing trends do you expect to matter to DIY investors?
Digital is going to be a big space for investors, both for its self-serve capabilities but also for advice. As more people enjoy the autonomy and freedom of choosing their own investments, we believe having the tools to support DIY investors will become more and more important, and that includes giving investors personalized advice and dynamic insights that will help them achieve their investment goals.

Q4: What does user experience mean at your firm?
We’re fanatic about client-centered design and always-on innovation. We regularly incorporate user testing and feedback in every step of the product development cycle, and we use client data and feedback to guide our ongoing updates. We make monthly updates based on user feedback, so we’re always looking to make a positive impact on how clients use the platform and how we can enhance their overall experience.

Q5: What sets your firm apart from your peers?
We believe our holistic investing platform is really what sets us apart. We have a full-featured platform that isn’t just for placing trades; it’s easy to use without sacrificing customizability, meaning you can truly make the platform your own. More specifically, adviceDirect empowers our clients by allowing them to make their own investment choices while getting advice that’s customized to their portfolio and goals.

This Q&A was featured in the Look Back / Look Ahead magazine.


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. Member – Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada.

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.