BMO InvestorLine today announced that it will be making enhancements to its 5 Star self-directed service incentive programs.
Active traders – clients who complete 30 or more trades per quarter – will now have access to a number of 5 Star features, including: priority call access to the dedicated 5 Star relationship team; access to expert research; discounts on live agent trades and on non-trade transactions; and preferred interest rates.
Also, there are now two ways to qualify for the 5 Star program. In addition to their account asset amount, clients can now qualify by the number of trades they make per quarter:
- Silver Star, minimum $250,000 in account assets
- Gold Star, minimum $500,000 in account assets or 30-149 trades per quarter
- Platinum Star, minimum $10,000,000 in account assets or 150+ trades per quarter
“The expansion of our 5 Star program demonstrates our ongoing commitment to evolving our self-directed service and to streamlining our offerings to provide a better experience for our customers,” said Julie Barker-Merz, President, BMO InvestorLine.
BMO InvestorLine is also launching the BMO Market Pro platform, which will allow investors to stream real-time market data, news and analysis and to create a customized web-based dashboard and interface for a workspace that suits their needs. Available to 5 Star clients with Gold or Platinum status, the BMO Market Pro platform will provide leading-edge tools and easy-to-use resources to help them stay on top of the markets.
BMO InvestorLine has also introduced Quick Trade, a new feature that helps all self-directed clients make fast and easy trades. Clients can trade all types of investments easily by accessing a trade ticket at the top of every page on the BMO InvestorLine website.