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How to Open a TFSA at BMO using Online Banking, Mobile App or Customer Service Call

Opening a TFSA (Tax-Free Savings Account) at the Bank of Montreal (BMO) has never been easier. With multiple options available like online banking, using a mobile app, or calling customer services, you can start saving and investing in no time. This guide will detail each of these processes, allowing you to choose the most convenient for you.

Online Banking

For those who prefer using a computer or laptop, Online Banking is a secure and efficient way to open a TFSA at BMO. Follow these steps:

• Visit the BMO official website.
• Log in to your Online Banking account using your Card number and Password.
• Find the "Open New Account" option which is usually under the "Products & Services" tab.
• Select the "Tax-Free Savings Account (TFSA)" choice.
• Fill in required personal and financial information.
• Validate and submit your application.

Upon successful submission, a BMO representative will contact you to confirm the opening of your TFSA account.

Mobile App

If you're always on the go, BMO's Mobile Banking App can be a more convenient option. Available for both Android and iOS devices, the BMO Mobile Banking App makes banking at your fingertips possible. Here's how to open a TFSA account using the app:

• Download the BMO Mobile Banking App from Google Play Store or Apple App Store.
• Login to the app with your Online Banking credentials.
• Tap on the "More" button at the bottom of your screen.
• Select “Apply & Open” and choose the "Tax-Free Savings Account (TFSA)".
• Fill out the required information and submit.

Upon completion, you'll receive a confirmation message regarding your application's status.

Customer Service Call

If you prefer speaking directly to a BMO representative, you can open a TFSA account by calling BMO’s Customer Service. The process is as follows:

• Dial BMO Customer Service at 1-877-CALL-BMO (1-877-225-5266)
• Speak to a representative and express your interest to open a TFSA account.
• Provide the necessary details prompted by the representative.

Note: Be sure to prepare necessary documents and information beforehand to make this process seamless.

Whichever method you choose to open a TFSA at BMO, rest assured that you are in safe hands. BMO continuously strives to make banking convenient for everyone. Start saving and growing your wealth with BMO today!

Conclusion

Opening a BMO TFSA has never been more straightforward. Whether you choose to do it through online banking, their mobile app or a call to customer service, each method is designed with user-friendly and secure processes. Make the smart move for your finances, and open your TFSA with BMO today.