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Friday, September 10, 2010
Website:
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Online Demonstration:
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Fee Schedule:
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Promotional Items:
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Mailing Address:
Attn: BMO InvestorLine, Transit #3973, First Canadian Place, 100 King St. W. Floor B1, Toronto, Ontario, M5X 1H3

Contact Numbers:
1.888.776.6886



Company Overview:With innovative, leading-edge tools and unparalleled client-focused service, BMO InvestorLine has all the tools and resources you need to make the best online investment decisions. Combine your assets to qualify for our $9.95 pricing and take advantage of exceptional support, service, tools and low-commission trades. With a minimum of $250,000 in net assets with BMO InvestorLine, you’ll qualify for our 5 Star Program and have access to the 5 Star Relationship Team, $9.95 pricing and a number of online service benefits including real-time quotes.

Surviscor Rating:TOP-TIER Online Brokerage Firm Surviscor Rankings:Winter 2010 Review
#4 - Investor Profile - 56.86
2009 CER Review
#3 in Email Responsiveness
Summer 2009 Review
#3 - Investor Site - 55.91

What's New:Take a step in the right direction with BMO InvestorLine. We’re making it easier for you to build an investment portfolio based on the type of investor you are. Plus get $260 or 1,300 AIR MILES reward miles when you open a BMO InvestorLine account before March 1, 2010. Some conditions apply. Recent Surviscor Awards:
  • #1 - 2008 CER Review
Recent Surviscor Top Honours:
  • Winter 2010 Review
  • Getting Started - 1st
  • Summer 2009 Investor Review
  • Getting Started - 1st
Surviscor Commentary:BMO InvestorLine's main strengths lie in its various selection and planning tools. The site features many areas where an investor can use pre-designed tools to determine investment direct including the model portfolios area. Active investors and high asset clients are treated with special commissions and features through the 5-Star program. BMO InvestorLine's main drawback is the $5000 minimum investment to open an account; something that needs to be re-visited as the times change around them.
Customer Email Responsiveness (CER):
Period Score (Out of 100%) Rank
2009 Rollup 82% 3
Q4 2009 80% 2
Q3 2009 78% 2
Q2 2009 84% 2
Q1 2009 80% 3
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