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How do I set up my TFSA?



To open a new TFSA Savings Account:

  1. Click on Products & Services.
  2. Select Investments, then Tax-Free Savings.
  3. Click on Open an Account.  

You can also visit your nearest BMO Bank of Montreal branch. To book an appointment at your local branch, return to Online Banking and select the Book or Manage Appointments link in the Questions box in the bottom left of your screen.

To open a new GIC or Mutual Fund account for TFSA:
Please meet with one of our Financial Planners at your nearest BMO Bank of Montreal branch and they will be happy to assist you.

Use Financial Planner Locator to find a financial planner nearest you. To book an appointment at your local branch, return to Online Banking and select the Book or Manage Appointments link in the Questions box in the bottom left of your screen.

For self directed TFSA investment, please contact BMO Investorline at 1-888-776-6886.

 

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