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Transfer your investments to BMO

No matter what your investment goals, we're here to ensure you're on your way to achieve them. 轉移 your investments to BMO today and count on us to give you the support and guidance you need to make real financial progress. Ready to transfer your investments or learn more about how we can help?

How do I transfer my investments to BMO?

However you like to invest, you’ll start by filling out a transfer form to move your investments to BMO from another bank or financial institution. Need help getting started? Call 1-877-225-5266 for help transferring to BMO Mutual Funds or GICs, or 1-888-776-6886 for help with BMO InvestorLine.  

Seamlessly transfer your investments, in kind or cash

Discover the types of investments you can easily transfer over to BMO.

  • Want to diversify your portfolio while taking advantage of professional investment management? We've got a mutual fund portfolio for you.

  • Looking for a safe, secured investment that'll protect your principal, regardless of market conditions? Discover the benefits of BMO’s principal protected guaranteed investment certificates.

  • Blend flexibility and diversification with our 交易所買賣基金s. Trade like stocks while enjoying the diversified exposure of mutual funds.

  • 債券

    Embrace stability, preserve your capital and leverage a reliable income stream our selection of bonds.

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  • 股票

    Tap into market opportunities and gain direct exposure to companies with the potential for growth and dividends.

  • 期權

    Explore the versatility of trading options to boost your profit potential and optimize your portfolio. 

Why transfer to BMO?

  • Advice the way you like it

    Whether you’re looking to invest with an investment professional or prefer to trade online, we have the products and guidance you need. ​

  • Award-winning commitment to ESG

    BMO has been named one of Canada’s 50 best corporate citizens for 2023. 註腳1

  • Flexible investment solutions and platforms

    From professionally managed solutions and flexible GICs to best-in-class online investment platforms, BMO’s here to help you reach your goals.

  • 績效深獲好評

    18 FundGrade A+® Awards in 2023. 註腳2

  • A legacy of investment expertise

    Count on decades of proven experience across investment categories and styles.

  • Trusted by millions

    Canada’s 2nd largest 交易所買賣基金 provider, and manager of over $150 billion in mutual fund 資產 註腳3

Transferring Investments FAQs

  • We won’t charge you anything for switching to BMO. Depending on the financial institution you’re transferring your investments from, a transfer out fee may apply.

  • The entire process usually takes between 2 and 6 weeks, depending on how long it takes your current financial institution to release the funds.

  • There are no tax implications when transferring in your 註冊退休儲蓄計劃（RRSP）, TFSA 或 註冊教育儲蓄計劃（RESP） to a similar registered account.

投資資源

    如何建立適當的 投資組合

    Learn about building the best investment portfolio for you.

    網上[投資]的成功要素 投資

    Get tips on how to get the most from your online brokerage.

    Invest like a 專家

    Find out how to make your savings work harder though you by investing.

    聯絡我們的方式

    您可透過多種方式聯絡我們 請選擇您的首選方式。

    • 透過專業人士進行投資

      預約會面時間

    • Manage your investments online

    Investment professional refers to Personal Bankers, Financial Planners, Investment and Retirement Planning and Investment Specialists that are representatives ofBMO Investments Inc.

    TMTrademarks of Bank of Montreal.

    1 https://www.corporateknights.com/rankings/best-50-rankings/2023-best-50-rankings/

    2 FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the "best of the best" among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from "A" to "E" receives a score from 4 to 0, respectively. A fund's average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see https://www.fundgradeawards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata. The FundGrade A+ Awards and the FundGrade Ratings being referenced are calculated based on comparisons of performance of investment funds within a specified category established by the CIFSC.

    BMO Growth Opportunities Fund Series A was awarded the 2021 FundGrade A+® Award in the CIFSC Canadian Focused Equity category for the one-year period ending December 31, 2021 out of a total of 553 funds. Performance for the fund for the period ended June 30, 2022 is -13.50% (1 year), 5.66% (3 years), 7.07% (5 years), and 6.62% (since inception on April 17, 2015).

    BMO Sustainable Opportunities Global Equity Fund Series A was awarded the 2021 FundGrade A+® Award in the CIFSC Global Equity category for the one-year period ending December 31, 2021 out of a total of 1,127 funds. Performance for the fund for the period ended June 30, 2022 is -23.00% (1 year), 2.70% (3 years), 5.69% (5 years), and 7.55% (since inception on April 28, 2016).

    BMO 美國 Dollar Balanced Fund Series A was awarded the 2021 FundGrade A+® Award in the CIFSC Global Neutral Balanced category for the one-year period ending December 31, 2021 out of a total of 893 funds; Performance for the fund for the period ended June 30, 2022 is -11.88% (1 year), 3.34% (3 years), 3.99% (5 years), and 5.06% (since inception on August 12, 2013).

    3 BMO GAM, November 1, 2023 and BMO GAM September 30, 2023.