Start investing
Don’t put off until tomorrow what you can start today.
If you’re looking to start investing, Banco Montepio offers a comprehensive range of investment products and an online trading platform, designed for those who are new to investing.
A step-by-step guide to starting to invest.
Open and Top Up Your Investment Account
Open an investment account and fund it with the money you wish to invest.
Assess your investor profile
Please complete the Knowledge and Experience Questionnaire (QCEI) so that we can assess your knowledge and experience and tailor our offer accordingly.
Choose and Invest in Financial Products
Choose the products you wish to invest in and place your orders online via the Banco Montepio website and app or the Investor Go platform.
Track your investments in real time
Track the performance of your investments online and in real time.
One account. All your investments.
The Investment Account allows you to consolidate all your investment products into a single account, ensuring that you maintain a comprehensive overview and have constant, immediate and up-to-date control over your investment portfolio at Banco Montepio.
100% online investment.
Make your investments online via the Banco Montepio Investor Go app, an internationally award-winning platform designed for those new to investing, which allows you to invest in shares, ETFs, bonds and international investment funds.
Key concepts
Conscious and responsible investment.
Find out about the key concepts and the main rules governing the marketing of investment products at Banco Montepio.
Haven’t signed up to the Investor Go and Trader Go apps yet?