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Getting Started with BMO Active Trader
When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask you to. No monthly service fee if you opt for paperless statements (otherwise, $2 per month). $25 minimum opening deposit. No minimum balance. BMO Smart Money Account. LPL advisor & investor log in portal for access to LPL's Transition Portal, ClientWorks, & Relationship Summary for advisors & Account View for investors.