Exclusive to Platinum Banking clients:
BMO InvestorLine 5 Star Program
You’ll automatically be enrolled in our exclusive program if you’re eligible, granting you special access to perks that go beyond low-fee investing like:
Exclusive offer for Private Banking clients
Enjoy Platinum Star service including:
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Invest $2,000,000 + or make 75 to 179 trades per quarter
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Platinum Star pricing and discounts
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Priority 5 Star support
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BMO Market Pro with real-time and level II quotes ($1,500 annual value)
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Capital Markets TSX60 research
Connect with me to find out more about this exclusive offer.
1 Banking services are provided by Bank of Montreal. 2 While Platinum Banking members are encouraged to use all of these services, additional service fees may apply to certain situations as determined at our sole discretion. Additional charges may apply for services not listed. Services included may be subject to change. 3 Excludes the Savings Builder Account. 4 The 50,000 BMO Rewards welcome bonus points offer is limited to new BMO World Elite Mastercard accounts. Applications must be received between September 1, 2019 and October 31, 2020 (“Offer Period”) to be eligible for this offer. Receive 35,000 BMO Rewards points after your first card purchase. 35,000 BMO Rewards points will be applied to your BMO Rewards Collector Account following the first statement after your first card purchase. Receive an additional 15,000 BMO Rewards points when you spend a minimum of $25,000 (less refunds and excluding cash advances, cash-like transactions, interest charges, fees, credit or debit adjustments) within the first six (6) months from the account open date. The additional 15,000 BMO Rewards points will be credited to your Collector Account within sixty (60) business days following the qualifying $25,000 spend. The 50,000 BMO Rewards points offer is limited to new BMO World Elite Mastercard accounts and will not be awarded to current or former cardholders who reinstate a closed account, product transfer, or who open a new account. If you cancel your card within one hundred and eighty (180) days from the date it was opened all BMO Rewards points earned within that period will be cancelled. Offer may be changed without notice. 5 The 4,000 AIR MILES Bonus Miles Offer is limited to new BMO AIR MILES World Elite Mastercard accounts. Applications must be received between September 1, 2019 and October 31, 2020. Receive 3,000 Bonus Miles after your first purchase using your Credit Card. Bonus Miles will be credited to the primary Credit Cardholder’s AIR MILES Collector Account within forty-five (45) days of purchase. Receive an additional 1,000 Bonus Miles when you spend a minimum of $25,000 (less refunds and excluding cash advances, cash-like transactions, interest charges, fees, credit or debit adjustments) on purchases using the Credit Card within the first three (3) months from the account open date. The additional Bonus Miles will be credited to the primary Credit Cardholder’s Collector Account within sixty (60) business days following the qualifying $25,000 spend. All Bonus Miles are credited in accordance with the set balance preference (between AIR MILES Cash and AIR MILES Dream balances) at the time of posting. The AIR MILES Bonus Miles Offer is subject to the AIR MILES Reward Program Terms and Conditions. Limit of one AIR MILES Bonus Miles Offer per Collector Number. Existing BMO AIR MILES World Elite Mastercard customers who cancel their card during the “Offer Period” and existing BMO Mastercard customers who transfer into this Credit Card product during the “Offer Period” are not eligible for the 4,000 AIR MILES Bonus Offer. If the Credit Card is cancelled within ninety (90) days from the date it was opened, all Miles earned within that period will be cancelled. Offer may be changed without notice. 6 The 5% Cash Back Bonus Offer is limited to new BMO CashBack World Elite Mastercard accounts. Applications must be received between September 1, 2019 and October 31, 2020. You will earn 5% cash back for every dollar spent or $5.00 back for every $100.00 spent (less refunds and excluding cash advances, cash-like transactions, interest charges, fees, credit or debit adjustments) in the first six (6) months from the account open date up to a maximum of $8,000 ($400 cash back) in eligible card purchases. After the first six (6) months or $8,000 in card purchases (whichever comes first), you will earn 1.50% cash back or $1.50 back for every $100.00 on all card purchases. The 5% cash back offer is limited to new BMO CashBack World Elite Mastercard accounts and will not be awarded to current or former cardholders who reinstate a closed account, product transfer, or who open a new account. Limit of one bonus offer per account. If you cancel your card within one hundred and eighty (180) days from the date your account is opened, all CashBack rewards earned within that period will be cancelled. Offer may be changed without notice. 7 Ongoing interest rates, interest-free grace period, annual fees and all other applicable fees are subject to change. Cash advances include Balance Transfers, cash-like transactions and Mastercard cheques. Visit your branch; call the Customer Contact Centre at 1-866-991-4769, or visit bmo.com/creditcards for current rates and fees. 8 The standard annual fees of $150 and $50 normally charged for primary and additional World Elite Mastercard cardholders, respectively, will be rebated for the first year and each subsequent year that you are a BMO Platinum Banking client. 9 The standard annual fees of $120 and $50 normally charged for primary and additional BMO AIR MILES World Elite Mastercard cardholders respectively, will be rebated for the first year and each subsequent year that you are a BMO Platinum Banking client. 10 The standard annual fees of $120 and $50 normally charged for primary and additional BMO CashBackWorld Elite Mastercard cardholders respectively, will be rebated for the first year and each subsequent year that you are a BMO Platinum Banking client. 11 The 50,000 BMO Rewards welcome bonus points offer is limited to new BMO Rewards Business Mastercard accounts. Receive 35,000 BMO Rewards points after your first card purchase. 35,000 BMO Rewards points will be applied to your BMO Rewards Collector Account following the first statement after your first card purchase. Receive an additional 15,000 BMO Rewards points when you spend a minimum of $25,000 (less refunds and excluding cash advances, cash-like transactions, interest charges, fees, credit or debit adjustments) within the first six (6) months from the account open date. The additional 15,000 BMO Rewards points will be credited to your Collector Account within sixty (60) business days following the qualifying $25,000 spend. This offer is not available to current or former BMO Rewards Business Mastercard cardholders who reinstate a closed account or open a new account. If a cardholder cancels their account within 30 days of being billed the annual card fee and the annual card fee is refunded to the cardholder, the welcome bonus will also be cancelled. If the card fee is waived, the welcome bonus will be cancelled if the cardholder cancels the card within 30 days of account opening. Existing BMO credit card cardholders who transfer into this product during the Offer Period are not eligible for this offer. Offer may be changed without notice. 12 The standard annual fees of $120 and $50 normally charged for primary and additional Rewards Business Mastercard cardholders, respectively, will be waived for the first year and each subsequent year that you are a BMO Platinum Banking client. 13 Plan, transaction, service and product fees may still apply. You’re eligible for OnGuard®** if you are a BMO customer who has a lead account* with one of the following Bank Plans: Performance Plan, Premium Plan or Employee Plan. In addition, to qualify for OnGuard®**, you must be a Canadian resident who has reached the age of majority for your province or territory and you must have a valid email address on your BMO profile and your lead account must be in good standing. Customers with an eligible Bank Plan with the Kids or Teens discounted banking program do not qualify for OnGuard®**. All accountholders of a lead account with an eligible Bank Plan qualify for OnGuard®** provided they meet the above eligibility requirements. If you switch your lead account to an ineligible Bank Plan, then you will no longer qualify for the OnGuard®** service. 14 OnGuard®* retail value is $179.88 annually (charged at $14.99 per month). * The lead account is the one you designate to pay any fees required by your Bank Plan, for example your monthly Plan fees and transaction fees. OnGuard®** is provided by Sigma Loyalty Group and Intersections Inc. Sigma Loyalty Group and Intersections Inc. terms and conditions can be viewed at www.bmo.com/onguard/SLGconditions. OnGuard®** is a registered trademark of Sigma Loyalty Group Inc. Identity Guard® is a registered trademark of Intersections Inc.
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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing Private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. Insurance services and products are offered through BMO Estate Insurance Advisory Services Inc., a wholly-owned subsidiary of BMO Nesbitt Burns Inc. BMO Private Wealth legal entities do not offer tax advice. BMO Nesbitt Burns Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.
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®* Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. Used under license by Bank of Montreal.