BMO InvestorLine Self Directed Investing

How to Transfer Money from Your BMO Bank Account Into Your InvestorLine Non-Registered Investment Account

Time to take advantage of a BMO InvestorLine bonus and move some cash into a non-registered investment trading account.

How to Contribute Cash to a BMO InvestorLIne TFSA from a BMO Bank Account

It’s that time of year: break out your snow shovel and fire up your computer.

Where Should I Buy My RRSP GICs in My Brokerage Account or At a Bank or Credit Union?

I may have to open a regular RRSP account at Oaken Financial to buy my fixed income GICs.

How Long Will It Take To Withdraw EAP and Grant Money from My Child’s BMO InvestorLine RESP?

Was it a good or bad decision to mail in our request for a RESP withdrawal during Canada Post rotating strikes?

Get a Guaranteed CDIC Insured 9.75 % Return On Your 3 Year GIC !

Watch out for misleading and tricky advertising for GIC interest rates before you lock your money up at a loss.

With the Bank of Canada Increasing Rates Where Can I Keep My Cash to Get a High Interest Rate?

Interest rates are finally starting to climb so where should I keep my cash?

Canadian Interest Rates Are Rising: Should I Sell My PH&N Bond Fund Units in My Pension Plan?

There are times that I wish I was psychic.

What Can I Do with the Cash in the US Dollar Side of my Portfolio at BMO InvestorLine?

If you aren’t spending it, at least try to get some interest for it.

Journalling (or Moving) Shares from the Canadian Dollar to the US Dollar Portfolio in a BMO InvestorLine Account

Time to tidy up my distribution and dividend payments.

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.

If I Keep 50% of My Portfolio in Fixed Income What and Where Do I Keep It?

What goes into my “fixed income” asset class especially in this day of low, but possibly rising, interest rates?

Unstable World Equity Markets: Should I Sell Now and Buy Back In After the Crash?

Will I sell out of equities now to avoid a major market meltdown?

Why Might a Second RESP for a Niece, Nephew, Grandchild, Godchild or Other Loved Child be a Good Idea?

There are times when it might be better to open a second RESP for a child than to hand cash to the parents to put into the first RESP.

Should I Set Up a Second RESP for My Nephew, Niece, Godchild or Other Loved Baby?

You may want to help someone else’s child pay for an education. Here’s some things to consider before opening a RESP for that child.

My Child Is Now 15 (Or 16) What Should I Do with My Self-Directed Brokerage RESP?

Should I move my RESP before my child starts university or college? What should I be invested in and for how long?

What Happens If a Company I Own Shares In Makes a Share Buy Back Offer For Shares Held at BMO InvestorLine?

Every so often something new happens in my brokerage accounts: this time I had to handle a stock buyback properly.

Why I Watch Each Dividend Get Paid to my BMO InvestorLine, CIBC Investor’s Edge and RBC Direct Investing Brokerage Accounts

Why I keep an eye on my dividends and distributions and what happened to NFI’s payments for 2016.

Why Being Old Means I’m Not Upset by the Plunging Canadian Dollar, the Stock Market Meltdown or the Crude Oil Price Crisis

Are you in the Alfred E. Neuman club?

Why Buying an Index Fund ETF Must be for the Long Term Not for a “One Year Wonder”

What investment did I make in 2014 that had a better return in 2015 than XIC or a one-year GIC?

If I Use a Price Limit Order at BMO InvestorLine On a Stock Dropping and Trading Heavily What Price Will I Get?

Sometimes a bid is just a suggestion!

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!

Thank Goodness We Didn’t Dump the Bond Fund Yet!

Sometimes procrastination really does pay dividends.

Is the Tangerine Offer of Cash for Transferring Your RRSPs to Them a Good Deal? Where Should I Consider Keeping my RRSP Investments?

Tangerine is offering a small cash incentive for transferring a large RRSP to them. Is it a good deal? Where else should you consider keeping your RRSP money?

Where Can I Get the Best Rate of Return on my RRSP GIC?

It’s getting harder each year to find a good rate for a GIC even during “RRSP Season.” Here’s what was available today including 2.4% for a 1-year term.

Who Should I Name as the Beneficiary for my Non-Registered Investment Accounts?

I trust that you already know the answer but if not, read on.

With the Drop in the Overnight Rate, What Interest Rate Can I Get On my Cash in my Brokerage Account?

If you have any cash parked in your brokerage account you may want to get it moving.

How Can a Canadian Couple Legally Income Share to Reduce Taxes?

These two strategies allow some income-splitting between spouses regardless of whether they have any children.

How Did Our Investments Perform In 2014? Part Deux

Did we win or lose playing in the market this past year? Unlike previous years where I refused to even open the envelopes, this year I read our statements and report the results here.

How Did Our Investments Perform In 2014? I’ll “Shoyu” Mine! Part One

Well our “under the car seat and behind the couch cushions fund” has had a return of over 250%! Here’s how our other fixed income investments did.

What Was Our Personal Rate of Inflation in 2014 and How Does It Affect Our Retirement Plan?

Why I’m eyeing the crabapples thoughtfully after calculating our 2014 personal rate of inflation.

The TSX Is In Freefall: Time to Buy!

Wow! Good prices: New Money: What should I buy?!

How to Buy Shares of Stock or Units of ETFs Using the BMO InvestorLine App

Is marijuana legal in the location where the graphic designer lives who created the icons for the new InvestorLine app? These and other thoughts crossed my mind while executing a trade using the new iPad App. (And why you should be careful when using this App if you don’t want to end up long in Venezuelan Beaver Cheese.)

How to Download the BMO InvestorLine App and Why You Might Want To

How to download the InvestorLine app and two reasons why you might want to do so. (One involves real time quotes.)

Simplifying and Improving Our RRSPs: a Review of the Progress Made Over 4 Years

How one piece of paper can save your spouse $1 500 or more. This and other things I learned while straightening out the tangled strands of our RRSP skein.

What Are the Common Types of Registered Education Savings Plans and Which is Best?

Where’s a good place to open a RESP if you can’t or won’t invest in the stock market? What about if you want to buy equities but only have a small amount to invest each year? What about investors with large family-plan RESPs who want to buy ETFs? Here are some suggestions and considerations. Please add your own in the comments.

Advantages and Disadvantages of Holding a Self-Directed RESP Account at a Discount Brokerage

We considered many factors before moving our RESP to an online brokerage–here are some to consider.

How Are My “Defensive” Stocks Weathering the Recent Market Dip?

Some of our money is invested in individual stocks which are supposed to be less likely to nosedive when the market slumps. How is that strategy playing out during this recent drop in share prices?

Markets are Falling: When Should I Buy Now or Later? When Will Prices Reach the Bottom?

Ok you’ve found some money to invest with and the markets are slumping–when should you click Buy? A Wishy Washy Investor discusses how to develop your personal investing strategy.

Why Do Markets at All Time Highs Mean a Crash Is Coming? Don’t Stocks Have to Go Up to Be Worthwhile?

Are you still putting new money in the markets or are you building your bunker out of gold bricks?

How Risky Are My Preferred Shares: Should I Sell Now or Hold?

While wading out into the deeper waters of investing have I taken a step that will sink me? What risks am I taking by buying some preferred shares and will the benefits be enough to keep me afloat?

Another Race: Tangerine to BMO InvestorLine and CIBC Investor’s Edge

Another simple race to move RRSP money using T2033s.

Which Self-Directed Brokerages Handle Which RESP Grants, Bonds and Incentives?

Only some of the larger brokerages are offering support for most of the federal and provincial government education savings grants, bonds and incentives. Here’s a list of which brokerages are supporting which grants, and a list of links to read about the different programs from which your child may be eligible to receive money.

Investing for Beginners: Don’t Buy Stocks, ETFs or Mutual Funds in a Non-Registered Investment Account Unless You Know How to Calculate an ACB

Please don’t set up a DRIP for a non-registered (not RRSP, not TFSA) investment if you don’t understand what an ACB is.
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T3 and T5s Lull Unsuspecting Investors Into Expecting a Tax Form for Everything

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?!

Why You Should Group Your BMO InvestorLine Accounts Under a Single User ID

In which I count down the top 5 reasons to group your InvestorLine accounts under one User ID if you don’t already pay someone to read my internet posts.

Online Brokerage Price Wars Spell Savings for Investors

RBC Direct Investing has dropped its requirement for $9.95 trades and some other big bank brokerages have followed suit. What else is on offer?

How Do I Get $9.95 Trades for my RESP Account at BMO InvestorLine

If you want to start trading for $9.95 faster in your RESP account, here’s what you may have to do; at least until all the brokerages start offering $9.95 trades to all customers like RBC Direct Investing has recently started doing.

How to Invest in the HISA AAT770 in Your InvestorLine RESP Account

If you have $5000 in cash in your RESP, it may be better to have it at InvestorLine than at BMO.

How To Add a RESP Account to Your BMO InvestorLine User ID

InvestorLine lets you group accounts, such as a TFSA, RRSP, LIRA or RESP, under a single User ID to simplify checking your portfolios and to benefit from reduced trading fees and commissions. Here’s how to add a new account to an existing User ID–and whether it reduced the trading fees on my new RESP account immediately–or not.

How to Make a Contribution to your RESP Account at BMO InvestorLine

You can easily make a lump sum contribution or set up a monthly deposit into your BMO InvestorLine RESP account if you have a BMO bank account. Here’s how.

How to Set Your Trading Password for a BMO InvestorLine Account

Some brokerages don’t have two passwords, one for signing in and one for executing a trade. InvestorLine does which I think is a good thing. Here’s how to set or change your trading password.

Signing in to your BMO InvestorLine RESP Account for the First Time

When you first sign in to your InvestorLine RESP account you’ll need to know what a professional subscriber is and whether you are one. You’ll also set up your security questions and passwords, and then you can finally take a look at the price of equities, ETFs and the yields of GICs. This article tells you how.

How to Open a RESP Account at BMO InvestorLine

I procrastinated for no reason: it wasn’t particularly hard to open a RESP self-directed brokerage account at InvestorLine. If you’ve been putting it off, maybe this will inspire you, too. It also explains what to do if you can’t find your old red-and-white-now-turning-yellow-with-age-broken-in-half-and-scotch-taped-back-together SIN card.

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.

I’m Not Sure What to Do with My RRSP Money—What Should I Do Till I Decide?

It’s open season for banks angling to land your RRSP dollars. If you don’t want to be hooked like a Sucker on spring migration, instead of rushing into a RRSP investment, you may want to park your contribution in a short-term investment. Here are a few factors to consider and options to evaluate.

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.

What’s the Most Expensive Way to Add US Dollars to my BMO InvestorLine USD RRSP Account?

OK, maybe this is the most expensive way to stock up on USDs, but how bad is it, really?

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?

Which Brokerage is Better for GICs: InvestorLine or Investor’s Edge?

If I want to only buy GICs in a brokerage account, where should I open one? At CIBC or BMO?

Can I Take Stocks Out of my BMO InvestorLine RRIF Without Selling Them?

When I have to make mandatory minimum withdrawals from my RRIF, will I have to sell my favourite income-earning stocks?

Where Should I Start a Self-Directed RESP?

There are many factors to consider when choosing where to open a RESP brokerage account, from annual fees (no minimum balance needed at this Big Bank brokerage!), to ETF commissions (some can be traded with no fees at this other Big Bank brokerage), to customer service and which grants can be accepted. Here’s some factors we considered while pondering where to put that hard-earned future-beer money.

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.

If I Transfer a Stock to my US $ InvestorLine RRSP After the Record Date Where Does the Dividend Go?

After I goofed and shifted stock from my Canadian to my US ledger in my InvestorLine account after the Date of Record, I checked to see where the dividend appeared.

When Can I Spend a Dividend or Distribution Payable into my BMO InvestorLine Account?

I asked InvestorLine via their secure email MyLink service what day I can spend a dividend or distribution payable to my account. The answer was reassuring.

Astonishing 12 Month Target Prices for CU Reported on BMO InvestorLine: Should I Buy?!

Wow, the pundits think my CU shares are going to double this year! Or do they? Here’s what I found when I dug a bit deeper.

When Will I Get My Dividends in my InvestorLine and Investor’s Edge Brokerage Accounts?

It’s July 31! I can take my Cineplex dividend and go to the movies tonight…Can’t I?

Which of the Big 5 Brokerages Offer a US Dollar Side, Journal, Ledger or Sub-Account for an RRSP?

If you receive large distributions or dividends paid in US dollars it may be worth having a US dollar sub-account within your RRSP. Unfortunately only some of the Big 5 Bank discount brokerages offer this option. Here’s which ones.

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.”

Testing a Sell (and Buy) of AAT770 in a BMO InvestorLine Account: Part Two, the Sell

The last time I tried to sell AAT770 I had to accept several messages warning me that the sale might be delayed. Do they still put up these worrying warnings, or has anything changed?

How Can I Move a Stock I Hold from the Canadian Side to the US Side of my InvestorLine Account?

Once more I sally forth (like the comic strip) to test how to do something weird in my InvestorLine account: This time my task is relatively benign as I attempt to move some, but not all, of my shares in a certain Canadian financial titan from the Canadian side of my RRSP account to the newly-minted US side. Once more InvestorLine makes mysterious entries into my transaction history and My Portfolio Holdings which I will attempt to de-code to see what has happened or failed to happen and when.

How to Set Up a US Dollar Ledger or Side for a BMO InvestorLine RRSP Account

I finally took the plunge and created a US dollar sub-account within our BMO RRSP account. How difficult could it be? I wondered nervously. As bad as trying to buy a GIC for our kids’ RESP at the branch? Surely nothing could top that…?

Testing a Buy (and Sell) of AAT770 in a BMO InvestorLine Account: Part One, the Buy

As the filthy lucre piles up in my InvestorLine account, I decide to test depositing and withdrawing from a high interest savings account AAT770 again to see if anything has changed.

Verizon on the Horizon: Time to Dump Bell?!

Will Verizon drop mobile phone costs in Canada 50%? Will mighty Ma Bell teeter and fall from her alabaster (telephone) pedestal? Tell us what will happen to Telus? Here’s my rather jaded view on the latest telecom news.

How to Transfer Cash to an RRSP at ING Direct from another RRSP Using a T2033 Form

The current federal government has essentially killed the value of investing in Canada Savings Bonds so it’s time for us to transfer out our holdings in the free Canada Retirement Savings Plan. This same method also works for any transfer of a cash RRSP to an ING Direct, now Tangerine.ca, RRSP. If you need to consolidate your investments at ING Direct, now Tangerine.ca, here’s how to do it.

Stocks are Falling: Buy, Buy, Buy!

A strategy for falling markets: Fling a Frisbee!

My Dividend Just Doubled for CU! Or Did It? Stock Splits and BMO InvestorLine

The dividend doubled overnight! The stock is up 2.7% in the first half-hour of trading! Should I buy more? Should I sell? Should I get a life?! Tune in and tell me.

How Can I Buy an Annuity Without Giving Away my Principal?

I haven’t found a true annuity that returns your principal at the end of its term but here’s a “reasonable facsimile” to consider.

Can I Buy the Day Before the Dividend and Sell the Day after and Make Money?

How to make quick, easy money by playing the Dividend Date game! Or not.

When Wishy-Washy Works: Taking Part Profits from a Skyrocketing Stock

Dithering about when to sell a 10-bagger can lead to still holding Nortel or RIM when it’s down to 50 cents a share. You need to make a plan (almost any plan!) for when to exit gleefully. Here’s one possibility brought to you by a carding carrying member of the Wishy Washy World.

How on Earth Do You Decide WHEN to Sell your Shares of a Successful Stock?

Sometimes deciding when to sell is much more difficult than deciding what to buy. Here are some factors that go into the decision and add to the complexity. If you have “the” answer, please be sure to share it with a comment!

How to Place an Order to Buy Shares of Stock in a Company with BMO InvestorLine

An entire article on how to place a Buy Order? It takes about 15 seconds! True but this article slows it down to discuss things to consider and provides detailed instructions. After all you could also buy a car by walking into the dealership and paying what they ask for the first vehicle they show you. Take the time to execute a cost effective share purchase.

Review the Dividend Yield, Timing and Ex-Dividend Date for Shares of a Company’s Stock Using BMO InvestorLine

InvestorLine’s Quotes+ will tell you if you buy a stock today whether you will get the next dividend payment. It will also give you some of the information you need to compare two or three dividend-paying stocks. Be careful though! There are some important things to watch out for.

Reviewing Your BMO InvestorLine Account Holdings

If you have a variety of types of investing accounts (or worse have a variety of types of accounts at a variety of brokerages) you may need to double check your cash is where you think it is before executing a killer trade when your jaguar-sharp instincts spot an opportunity to pounce.

Review the Pricing History for Shares of a Company’s Stock Using BMO InvestorLine

Before you buy a stock it’s a good idea to review the short- and long-term pricing history. Just because a stock has shot up $3 does this week does not mean it will stay up. If some rumour or stock tip newsletter is spiking an unsustainable price increase, now is NOT the time to buy. Check first by following these handy instructions for a BMO InvestorLine account.

How to Get Ready to Buy Shares of Stock in a Company through a Self Directed Account

It’s easy to buy shares using an online brokerage, perhaps even a little TOO easy. Here are some factors to consider before clicking that Submit Order button.

How Can I Look Up What I Did, When I Did It and for How Much in a BMO InvestorLine Account?

If you hold stocks like a hot potato (now you have them, now they’re gone, now you have them again) you may sometimes need to review the history of your buys, sells, distributions and payments quickly and easily. You can use the Transaction History screen to take a focused snapshot of the past two year’s history with a stock, in all its gore and glory.

How to Save your Account Transaction History for a BMO InvestorLine Account

Will a copy of the transaction history for your account help you if you’re audited? Perhaps, perhaps not, but it’s a simple report that may help you keep your facts straight while under pressure. I find it worth the few kb of storage space to download and save.

What is in the Transaction History for a BMO InvestorLine Account and What Should I Watch Out for?

InvestorLine’s Transaction History is a great little report so long as you know to be cautious about a couple of the things I mention in this article.

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.

Transferring RRSP Cash from CIBC to a BMO InvestorLine RRSP Account

How I moved what had been a RRSP GIC from CIBC to InvestorLine, including what it cost and how long it took. The moral of the story: don’t invest at every branch bank you live near.

GIC Rates at BMO InvestorLine April 16 2013

GIC rates flutter like laundry on a windy day. Here’s a snapshot of rates.

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.

Does BMO InvestorLine have a Referral Bonus for Convincing Friends and Relatives to Open a New Account?

How can you get free money from BMO InvestorLine by becoming my friend? (Don’t worry, I have lots of friends that only want something from me–I’m used to it!)

Does It Cost Anything to Transfer Part of my ING Direct RRSP to Another Institution?

How to transfer your RRSP from ING Direct, now Tangerine.ca, to InvestorLine or Investor’s Edge or another financial institution. Includes information on where to get the T2033 and how long it will take.

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 Sell a Mutual Fund in a BMO InvestorLine Account

Instructions for how to dispose of that loser fund you bought based on advice from your sister’s husband’s brother’s wife’s uncle’s cousin’s mother who is a millionaire.

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.

Setting Up a DRIP for a Stock or ETF at BMO InvestorLine

How to set up a DRIP for a specific holding with BMO InvestorLine and when it won’t actually yield you any new shares.

What Is Dollar Cost Averaging and Why Is It Useful?

The Dow Jones set a record today which is why I’m considering using dollar cost averaging to invest my TFSA. If you’re not old enough to remember the Wealthy Barber, you might want to read this refresher on why dollar cost averaging is useful and when.

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 Benefits and Drawbacks of Mutual Funds

Most of us know a few major drawbacks of mutual funds, but fewer of us realize they offer benefits too. Read on to discover how to maximize the benefits of mutual funds while fine-tuning your portfolio. And confirm your guess about what stock is trading up $1079 today.

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.

Be Wary of the Unrealized Gain or Loss Column for Re-invested Mutual Funds with BMO InvestorLine

Although the reporting is not wrong for mutual funds in a dividend reinvestment plan with BMO InvestorLine, it isn’t what you expect. Here’s what you’re actually seeing on the My Holdings screen deMSTIFied.

RRSP Strategies Part 2 Move the Money Where You Want to Keep It. Choosing a Long Term RRSP Investment Account

How to choose a long term RRSP investment account, including bank accounts vs brokerage accounts, and how to transfer short term RRSP savings.

Pros and Cons of the BMO InvestorLine Stock and Market Alert Email Message System

What works and what doesn’t when setting Alerts using BMO InvestorLine.

A Review and Comparison of Real Time Stock Prices at CIBC Investor’s Edge and BMO InvestorLine

After providing instructions on how to get a real time stock price for an Investor’s Edge or InvestorLine account, we review what’s good and bad about BMO’s and CIBC’s reports of the stock price including which reports trade time to the second, which tells you your current cash balance, and which reports the day’s highs and lows for the stock.