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Bank of Montreal
Symbol BMO
Shares Issued 647,470,963
Close 2021-07-13 C$ 126.77
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BMO InvestorLine offers adviceDirect Preview

2021-07-13 12:37 ET - News Release

Mr. Silvio Stroescu reports


Bank of Montreal's BMO InvestorLine has begun offering a free digital resource that empowers Canadian investors make smarter investing decisions. The new adviceDirect Preview assists on-line investors by providing free access to investing resources and features that are part of the adviceDirect digital platform.

"The rapid growth of on-line investing is driving significant demand for advice and digital features which empower investors to make more informed decisions," said Silvio Stroescu, head, InvestorLine, BMO Financial Group. "As the pace of adoption of our adviceDirect platform continues to increase exponentially, we're expanding our solutions for the next generation of investors -- to offer a test drive of our digital advice engine while inspiring them to set goals, define a north star for their portfolios and pursue it with confidence."

The new resource offers investors:

  • Personalized watch list -- build and maintain a list of favourite stocks and other securities, monitor their ratings, and access up to 10 MarketGrader reports;
  • Trading ideas centre -- generate trade ideas by prefiltering against five screeners: growth compounders, improving fundamentals, income stocks, new 52-week highs and recent upgrades;
  • Resource section -- access to specialized content and resources, including articles, videos, webinars and reports on relevant and industry-specific topics at investors' convenience;
  • Health check -- adviceDirect's recently launched portfolio health check tool is embedded in the resource and provides unlimited complimentary reviews of your portfolio based on four key indicators.

This resource is prepared as a general source of information and is not intended to provide investment, accounting or tax advice and should not be relied upon in that regard. Information contained in this resource does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. Please consult with a professional adviser to discuss your specific financial and tax needs.

An adviceDirect account is a non-discretionary, fee-based account that offers investment recommendations. adviceDirect does not provide portfolio management by a portfolio manager. The client makes his or her own investment decisions and manages his or her own investment portfolio. adviceDirect does not offer discretionary, managed accounts.

BMO InvestorLine Inc. is a member of BMO Financial Group, a registered trademark of Bank of Montreal used under licence. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal, a member of Canadian Investor Protection Fund and a member of the Investment Industry Regulatory Organization of Canada.

About Bank of Montreal

Serving customers for 200 years and counting, BMO is a highly diversified financial services provider -- the eighth-largest bank, by assets, in North America. With total assets of $950-billion as of April 30, 2021, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management, and investment banking products and services to more than 12 million customers and conducts business through three operating groups: personal and commercial banking, BMO Wealth Management, and BMO Capital Markets.

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