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How do I transfer my TFSA to BMO?


To transfer your TFSA to BMO, please meet with our Financial Planners at your nearest BMO Bank of Montreal branch or contact us. They can help you complete the necessary transfer forms.

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 RSP investment, please contact BMO Investorline at 1-888-776-6886.

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