Personal Finance

Investment account transfer Promos - any offered currently?

  • Last Updated:
  • Aug 9th, 2021 9:19 pm
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Deal Addict
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Feb 3, 2005
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Georgetown

Investment account transfer Promos - any offered currently?

Just curious if there are any banks/financial institutions offering promotions if you transfer an investment account over to them? I have seen them in the past, but I did a quick skim and didn't see any active offers.
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Jan 19, 2005
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Vancity
ddot98 wrote: BMO has a promotion going on. Ends August 31, 2021. Caveat: "You must be a BMO InvestorLine client for at least 6 months to qualify for this offer."

https://www.bmoinvestorline.com/selfDir ... JUN-EN.pdf

$250K -> $400
$500K -> $900
$1M -> $2000
$2.5M -> $5,000
Nothing hot lately. I find that the best promos are typically in the winter months.
The $1M transfer is not bad. Unfortunately, I don't have $1M kicking around. :(
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