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How do I transfer an account from another broker to BMO InvestorLine? How long does it take?

April 26, 2017account BMO broker investorline transfer

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How do I transfer an account from another broker to BMO InvestorLine? How long does it take?

1 Answer

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10 Posted

To transfer an account from another broker to BMO InvestorLine, simply complete an Authorization to Transfer Account form. You can call BMO InvestorLine and we will send you the form. This form is also a part of our Application Form that you can download online from our site. Once the completed transfer form is received at BMO InvestorLine, we will arrange the transfer of all designated securities and cash from the other firm. Please note that transfers can take from two to six weeks to process.