Terms and Conditions for BMO Smart Portfolio Promotional …

Terms and Conditions for BMO Smart Portfolio Promotional Offer. Get up to a $1,000 cash bonus when you submit an application to open a new BMO Smart Portfolio (BSP) account between December 12, 2022 and October 31, 2024 and meet one of the three thresholds below: a …

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Terms And Conditions For BMO Smart Portfolio Promotional …

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Terms & Conditions - BMO SmartFolio

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Terms & Conditions - BMO SmartFolio ... requirements outlined in these Terms and Conditions including maintaining the minimum Net New Assets balance ($1,000) in your Promotion …

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Terms & Conditions - BMO SmartFolio - BMO Canada

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Terms & Conditions - BMO SmartFolio Open and fund a new SmartFolio account and get 0.5% cash on every dollar you invest. The Promotion The Promotion begins on Wednesday, …

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* Terms And Conditions - BMO Canada

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*Terms and Conditions ** Offer Overview From November 15, 2021 and March 15, 2022 (the “Promotional Period”) earn bonus interest rate of 1.70% (the “Bonus Interest Rate”) on New …

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BMO SmartFolio Review: A Robo-Advisor Option From A Bank You …

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Aug 30, 2023 · 0.50%. Above $500,000. 0.40%. BMO SmartFolio may not offer the lowest investment fees on the market, but as mentioned, BMO SmartFolio is more than just a robo …

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BMO SmartFolio Review: The Secure Place To Nurture Your Nest Egg

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Jan 6, 2020 · That said, if you are coming from a mutual fund where the average annual fees are in the range of 2.35%, you’ll be pleasantly surprised. Here is the fee structure for the BMO …

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Terms & Conditions - BMO SmartFolio

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Terms & Conditions - BMO SmartFolio Open and fund a new SmartFolio account and get 0.5% cash on every dollar you invest. The Promotion The Promotion begins on Friday, November 1, …

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FAQs about Terms and Conditions for BMO Smart Portfolio Promotional … Coupon?

What is a BMO SmartFolio qualifying account?

You open a new BMO SmartFolio account that is a “Qualifying Account”. A Qualifying Account is defined as a BMO SmartFolio Individual or Joint Investment Account, RESP, RRSP and spousal RRSP, RRIF and Spousal RRIF, TFSA that has been and remains funded with a minimum balance of $1,000 Net New Assets (NNA). ...

Who is eligible for the BMO SmartFolio program?

The Program is open to our current BMO SmartFolio clients (each a “Client”) who invite friends or family members, with whom they have a personal relationship (each a “Friend” referred to in this document as “you”), to open a new BMO SmartFolio account (the “Promotion Account”). ...

Does BMO SmartFolio offer a personal investment account?

Whether you’re saving towards the down payment on your first home or retirement, you can meet almost any personal investment goal using BMO SmartFolio. Here are the types of account you have access to with this company: You can also open a joint account. ...

What is the BMO SmartFolio promo1000 campaign?

You will also receive $50 Cash Back and will automatically be enrolled into the BMO SmartFolio PROMO1000 Campaign (outlined on pages 1-2 above) and will qualify for up to $1,000 cash. The Client’s Referral Bonus is applied for each Friend referred and not per account opened by the Friend. ...

Is BMO SmartFolio a good robo-advisor?

The BMO SmartFolio is a robo-advisor with relatively higher fees than its peers. Like many others, its fee structure has a tier-based system that depends on the balance in your account. The minimum amount you need to invest in BMO SmartFolios is $1,000, and its pricing begins from there. ...

Is BMO SmartFolio a good alternative to a managed portfolio?

BMO SmartFolio Review Summary: For Canadian investors seeking a budget-friendly alternative to a managed portfolio, the BMO SmartFolio robo advisor service might be the solution. Canada’s oldest bank, BMO introduced its robo advisor service in 2016, becoming the first major bank to offer this modern fintech tool to its clients. ...