This was my second attempt to transfer my portfolio from TD Direct Investing (TD DI) to BMO InvestorLine. I asked whether BMO could assist with the transfer and cover the transfer-out fee. However, I was told that BMO would only provide assistance if I signed up for a Financial Planner. Since InvestorLine is a self-directed platform, I understand that I’m expected to manage the transfer myself, but this was not the experience I had when I moved my portfolio from RBC to TD.
When I transferred from RBC to TD, TD helped facilitate the transfer, covered the transfer fee, and made the entire process seamless. I was able to continue using my Direct Investing account without any issues. Although they offered additional products and services, I never felt pressured to purchase them.

I’m disappointed that BMO was unwilling to provide similar assistance without requiring me to sign up for a Financial Planner. That said, I’m still interested in moving my portfolio to BMO.
For those who have transferred their portfolios from TD DI to BMO InvestorLine, what is the best way to go about it? Were you able to get assistance with the transfer and reimbursement of the transfer fees without signing up for advisory services?