What To Do With the Cash in My RRSP and TFSA Brokerage Accounts

It’s time to park my cash so what can I get for it and how?

Another Teenager TFSA Investing Approach: Buy Stocks In Individual Blue Chip Dividend Paying Or Growth Companies

Here’s another way a teenager could use their TFSA.

How to Buy a GIC at BMO InvestorLine with the New (2015) Fixed Income Investment Screens

BMO InvestorLine has been updating its fixed income management screens, so I have been updating my fixed income investing procedures!

How Do I Group InvestorLine Accounts Under a User ID and Whose Accounts Can I Group?

If I could convince my neighbour to allow me to see his account balance, portfolio holdings and transaction history, I could add his account to my InvestorLine User ID to achieve the 5 Star Program level and get Level II quotes. Who knew?!

How Long Does It Take to Transfer a TFSA from ING Direct to BMO InvestorLine?

Do you think the market is going to drop 25% early this year? Is your cash waiting in the correct account ready to buy, buy, buy? Don’t miss the market by having your cash lost in limbo between banks while the market rebounds. Tidy up any transfers today.

How Much Can I Contribute to My TFSA? I Turned 18 or Arrived in Canada after 2009

Not everyone is 22 or older nor has been a Canadian Resident their entire life. If you’re a recent immigrant to Canada, a visa student, or you’ve just turned 18, you can check your TFSA contribution limit here if you’ve never made any contributions to a plan.

Get Ready to Die: Beneficiary and Successor Account Holder Forms for your Online Brokerage Accounts

Are you ready to die? Do you want to shout “hands off my money” at the government as you perish? Do you know the difference between a Successor and a Beneficiary and why it matters? If you’re not part of Canada’s Distinct Society I encourage you to read on.

When Should I Switch to a Self-Directed Brokerage Account? As Soon As It’s “No Fee”

When’s the right time to open a self-directed online discount brokerage account? In my case, about 1.5 years ago: Guess I’d better get cracking.

Is the ING Direct 2014 TFSA Kick Start Account a Good Idea and How to Open One

How does opening a TFSA help me pay for my dim sum fix?

Examples of TFSA Portfolio Fees and Commissions Using InvestorLine and Investor’s Edge

Some readers considering opening a TFSA at a brokerage may want to review the costs of setting up one of these example portfolios.

Where Can I Find My US Ledger Stocks in My BMO InvestorLine RRSP or TFSA Account?

I transferred some TD from my Canadian InvestorLine account to my US ledger, then I couldn’t find it. Here’s where to click to see your US holdings easily.

What to Watch for When Transferring a Stock to the US Dollar Side of an InvestorLine Account

Ok here’s an easy post to read and prove to yourself that you are much smarter than I am, although I doubt that was ever in question. AKA “Don’t do what I did when moving a dividend-paying stock to your US dollar sub-account.”

Stocks are Falling: Buy, Buy, Buy!

A strategy for falling markets: Fling a Frisbee!

Checking the Current Real Time Price for an Equity Using BMO InvestorLine

Do you want to know the REAL price of a stock not some ancient history 20-minute-delayed price? Use your InvestorLine account to access up to the several-times-a-minute facts.

How Fast Can I Sell my BMO InvestorLine AAT770 HISA to Generate Cash to Re-invest?

This is what I found out when I tested the speed of a sale of AAT770, BMO’s daily interest savings account no load fund, including the surprise perq on a 7-day investment.

How to Invest in the AAT770 High Daily Interest Savings Account Fund, HISA, at BMO InvestorLine

BMO InvestorLine has a new HISA available with a minimum required balance of $5000. Here’s how to buy some of this fund to deposit your money while you wait for a pullback or the optimum moment to execute your precision 50-bagger trade. (And a cynical observation about how else BMO could have offered interest for cash holdings.)

Investing in the AAT770 Daily High Interest Savings Account Fund, HISA, for BMO InvestorLine RRSP, TFSA and Other Accounts

BMO InvestorLine has made a significant improvement to its HISA option, changing it from the absurd to the reasonably useful. Please read on to learn about this new high interest savings account fund, the rate it pays and the required minimum investment.

How to Buy a GIC in a BMO InvestorLine Account

Lists which types of GICs are sold by BMO InvestorLine, what fees are payable, how to buy one, whether the GICs rollover at maturity, and when to expect interest and principal payments to land in your stash of Cash.

How to Choose a Self-Directed TFSA Brokerage Account to Minimize Fees and Costs

Compare the fees, including transfer and closing fees, for self-directed TFSAs at brokerages to choose the best place to invest your money.

How to Transfer Assets to a BMO InvestorLine Account from Another Bank Using a T2033 Form

What do you need to have ready before you transfer assets from one financial institution to your BMO InvestorLine account? How can you fill out the T2033 form and where should you send it? What glitches are likely to happen and how can you prevent some of these annoying mistakes and hold ups? Get the scoop from someone who has slain this paper dragon before.

Are ETFs (Exchange Traded Funds) Better than Mutual Funds?

What are the tax differences between ETFs and mutual funds and the differences in how they DRIP? These and other features are important to examine before making a purchase.

The Types of Mutual Funds, Why They’re Good, and Quick Buying Tips

Mutual funds don’t just invest in equities. Here are 4 other types of mutual funds that you should consider buying.

How to Make a TFSA Contribution to a BMO InvestorLine Account and How Long It Takes to Get There

Who knew it could take THIS long for an electronic contribution from BMO to BMO to land? Includes instructions.

Can I Transfer my RRSP and TFSA Mutual Funds from BMO to a Self Directed InvestorLine Account?

What we discovered when trying to transfer mutual funds from BMO to InvestorLine and why I enrolled in the Ostrich School of RRSP Investing.

Why Would It Be Worth Buying or Selling Only a Few Shares?

You may need to buy or sell fewer than 100 shares while maximizing your TFSA or RESP but also as a profitable strategy.

Can I Buy or Sell a Small Number of Shares of a Stock, Say 18?

Is it possible and permitted to buy or sell only a small number of shares in a company’s stock? For example, can I sell 18 shares of CU using BMO Investorline?