BMO InvestorLine Transfer Offer (Targeted, YMMV) up to $3500 Cashback

This is worse than the TD 1% but the TD offer is currently not active. But the payout is pretty quick only need to hold until November 30, 2025, and payout December 8, 2025

Get cash back up to $3,550 cash back when you invest online with BMO InvestorLine Self-Directed – that’s like getting 355 trades on us.*footnote, asterisk
Offer tiers table
You invest:You get:
$5,000 – $24,999$350
$25,000 – $99,999$450
$100,000 – $249,999$550
$250,000 – $499,999$650
$500,000 – $999,999$1,100
$1,000,000 – $1,499,999$2,100
$1,500,000+$3,550

Use Promo Code: SDCASH

The Promotion
The Promotion begins on Monday, March 3, 2025, at 12:00 AM ET and ends on Monday, June 2, 2025, at 11:59PM ET
(the “Promotion Period”) and applies only to new BMO InvestorLine clients (referred to in this document as “you”)
who open and fund a qualifying Self-Directed Account (the “Promotion Account”)

Qualifying Account Types (Self-Directed only)
BMO InvestorLine Self-Directed Cash or Margin (individual or joint), Corporate, Sole Proprietorship, TFSA, RRSP, RRIF,
Spousal RRSP, and Spousal RRIF.

How to Qualify for the Cash Back Award
• Account Opening: Open a Self-Directed Promotion Account between March 3, 2025, and June 2, 2025,
using the promotion code: SDTRANSFER
• Account Funding: Transfer a minimum of $5,000 in Net New Assets into the Promotion Account by June 30,
2025, and maintain this amount until November 30, 2025 (the “Holding Period”)

Fulfillment of the Cash Back Award
• The Cash Back Award will be paid into the Promotion Account the week of December 8, 2025, provided you
were targeted and comply with all requirements outlined in these Terms and Conditions including
maintaining the minimum Net New Assets balance in your Promotion Account and across all your BMO
InvestorLine Self-Directed accounts as of March 3, 2025, until November 30, 2025. Your Award will be
determined based on the cumulative sum of Net New Assets deposited into the Promotion Account by the
Funding Deadline.

Statistics: Posted by syunze — May 10th, 2025 3:41 pm

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