Maximize Your Investment Experience with BMO InvestorLine and Nesbitt Burns

In today's fast-paced financial landscape, having a comprehensive view of your investments is crucial. With BMO InvestorLine and Nesbitt Burns, you can effortlessly manage your portfolio and stay updated on market trends. This article explores the features and benefits of these platforms, ensuring you make the most of your investment journey.

Portfolio View: Your Investment Dashboard

Gain an aggregated view of your holdings and account details with the Portfolio View feature. This powerful tool allows you to set up custom watchlists, enabling you to monitor specific stocks and market trends that matter to you. Whether you're tracking the latest market movements or keeping an eye on your favorite investments, Portfolio View provides the insights you need to make informed decisions.

Enhanced Security with Fingerprint Biometrics

Accessing your accounts has never been easier or more secure. With Fingerprint Biometrics, you can log in to your accounts quickly while ensuring your information remains protected. This advanced security feature adds an extra layer of safety, giving you peace of mind as you manage your investments.

Features for InvestorLine Self-Directed and adviceDirect Clients

For clients using InvestorLine Self-Directed and adviceDirect, the platform offers a range of functionalities designed to streamline your investment process. You can:

• Place Trades: Execute trades for stocks, ETFs, and mutual funds with just a few clicks.
• Move Money: Transfer funds between accounts effortlessly.
• Snapshot of Holdings: Get a quick overview of your investments to track performance.
• Personalized Recommendations: adviceDirect clients benefit from tailored buy and sell suggestions, along with 24/7 account monitoring.

Exclusive Benefits for Nesbitt Burns Clients

Nesbitt Burns clients enjoy unique features that enhance their investment experience. By signing up, you can:

• View Statements Online: Access your financial statements, tax documents, and trade confirmations at your convenience.
• Email Alerts: Opt to receive notifications when new documents are available, ensuring you never miss important updates.

Getting Started with BMO Invest App

To utilize the BMO Invest app, you must be registered with BMO InvestorLine. Simply sign in using your Client ID to access your InvestorLine Self-Directed or adviceDirect accounts. If you haven't registered yet, visit www.bmo.com/investorline to get started.

For Nesbitt Burns clients, registration for Gateway online is required. Access the platform via www.bmo.com. Your Nesbitt Burns Investment Advisor can assist you with the setup, or you can reach out to the Gateway Helpdesk at gateway.helpdesk@bmonb.com.

Important Disclosures and Privacy Information

By using the BMO Invest app, you acknowledge that it may include updates or upgrades that facilitate communication with BMO’s servers. This functionality helps deliver the features described and records usage metrics. Additionally, these updates may affect app-related preferences or data stored on your device.

Your privacy is paramount. The app may collect personal information as outlined in the BMO Digital Privacy Policy. You can withdraw your consent at any time by uninstalling the app. For more details on how your personal information is collected, used, disclosed, and safeguarded, please refer to our Privacy Code.

Visual Representation and Brand Integrity

Note that screenshots of the BMO Invest app are for illustrative purposes only and do not constitute a recommendation to trade in any specific security. BMO InvestorLine Inc. is a proud member of BMO Financial Group, a registered trademark of the Bank of Montreal, and operates as a wholly owned subsidiary of the Bank of Montreal. We are also a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

Furthermore, "Nesbitt Burns" and "Gateway" are registered trademarks of BMO Nesbitt Burns Inc., which is also a wholly owned subsidiary of the Bank of Montreal. BMO Wealth Management encompasses a business group that includes Bank of Montreal and its affiliates, such as BMO InvestorLine Inc. and BMO Nesbitt Burns Inc., providing a comprehensive suite of wealth management products and services.

Conclusion

With BMO InvestorLine and Nesbitt Burns, you have the tools and resources to take control of your investment portfolio. From enhanced security features to personalized investment advice, these platforms are designed to meet your financial needs. Start your investment journey today and experience the benefits of a well-managed portfolio.