BMO InvestorLine · Online brokerage promotions · Expired
Receive up to 1% cash back, capped at $10,000, plus 150 trades
New BMO InvestorLine clients can receive tiered cash back and 150 trades after adding qualifying net new assets.
How this promotion works
Up to $10,000 guaranteed cash
Two 0.5% cash-back payments provide up to 1% in total when the applicable six- and twelve-month holding requirements are met.
- Six-month cash back: 0.5%At least $5,000 qualifying amount; $5,000 rule cap$25 cash at the stated minimumMaintain the qualifying net new assets through March 31, 2027.
- Twelve-month cash back: 0.5%At least $5,000 qualifying amount; $5,000 rule cap$25 cash at the stated minimumMaintain the qualifying net new assets through September 30, 2027.
Other rewards, excluded from cash comparison
- free trades150 zero-commission trades are issued after at least $10,000 in qualifying funding and expire one year after issuance.
Normal recurring account fees, not promotion eligibility
- Cash
- Conditional
- Tax-free savings account (TFSA)
- Free · $0
- Registered retirement savings plan (RRSP)
- Conditional
- First home savings account (FHSA)
- Conditional
- Who it is for
- New BMO InvestorLine Self-Directed clients.
- Qualifying action
- Open an eligible account and add at least $5,000 in net new assets from outside BMO Wealth Management; at least $10,000 is required for the 150 zero-commission trades.
- Apply or enrol by
- Fund by
- How to apply
- Open the account with promo code SDCASHFT.
- Holding requirement
- Maintain at least $5,000 and qualifying net new assets through March 31, 2027 for the first payment and through September 30, 2027 for the second.
- Reward timing
- Cash-back payments are scheduled for April 12 and October 18, 2027; the trades are issued after qualifying funding and expire one year later.
Key conditions
- Existing InvestorLine Self-Directed clients do not qualify.
- All qualifying accounts must remain open and in good standing until the applicable payout.
- The offer cannot be combined with another BMO InvestorLine promotion unless otherwise stated.