🏷️ About: With the BMO Invest app: Access your BMO InvestorLine Self-Directed and adviceDirect accounts using your existing Client ID or your BMO Nesbitt Burns portfolio using your online Gateway ID. Get an aggregated view of your InvestorLine or Nesbitt Burns holdings and account details with Portfolio View and set up custom watchlists to monitor stocks and market trends you want to follow.
With all my other banking/investment apps I can download the latest statement pdf to my iPhone and then print it. This one doesn’t provide a Print option!! I communicated with Tech Support, but they just denied it is the case.
BMO Invest collected the following data from you:
Access your BMO InvestorLine Self-Directed and adviceDirect accounts using your existing Client ID or your BMO Nesbitt Burns portfolio using your online Gateway ID.
Get an aggregated view of your InvestorLine or Nesbitt Burns holdings and account details with Portfolio View and set up custom watchlists to monitor stocks and market trends you want to follow.
You must register for and access Gateway online via to use the BMO Invest app to access your Nesbitt Burns portfolio.
You must be registered with BMO InvestorLine to use the BMO Invest app to access your InvestorLine Self-Directed or adviceDirect accounts.
BMO Wealth Management is the brand name for a business group consisting of Bank of Montreal and certain affiliates including BMO InvestorLine Inc.
