About This Integration

Want to track your BMO investments, manage your portfolio, or analyze your account data using a 3rd-party trading tool? App developers use SnapTrade to connect to BMO alongside many of the world’s leading brokerages through one seamless integration. With SnapTrade, linking your brokerage account to fintech apps is both secure and effortless, ensuring your data is safeguarded by bank-level encryption while you remain in complete control.

How to Connect to BMO

Once you enter the SnapTrade connection portal, follow these steps to link your BMO account:

Step 1 - Accept SnapTrade’s Terms and Conditions – This is required only the first time you connect an account

Step 2 - Click “Continue” – You’ll be redirected to BMO's website to start the authentication process

Step 3 - Log in to Your BMO Account – Use your credentials on BMO's secure website

Step 4 - Agree to the BMO Access User Agreement – Review and accept the terms to proceed

Is It Safe to Connect My BMO Account?

At SnapTrade, protecting your data is our top priority. We follow the highest security standards and are SOC 2 Type 2 compliant, ensuring your information is secure, private, and fully under your control. Here’s what that means for you:

• Bank-Level Encryption – Your data is secured with robust encryption and authentication protocols.
• Full User Control – Disconnect your account from any app at any time, whenever you choose.
• Read-Only OAuth access - Your credentials aren’t shared with us or any app

Frequently Asked Questions

Does BMO have a developer API?
No, BMO InvestorLine does not provide a public, official self-directed trading or portfolio API for retail investors to automate trades or pull personal account data. BMO features commercial and payment APIs through the BMO Developer Portal, but these target business banking and corporate cash management rather than retail brokerages.

Does the BMO integration support trading?
No, this integration does not support placing trades.

How can I remove my account from an app?
You can disconnect your account at any time directly within the app you’re using.

Status
Beta: Production-ready, with ongoing validation and improvements.

BMO InvestorLine does not currently provide transaction data, so transaction-based reporting is not available for BMO accounts.