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View your holdings in detail in each of your individual accounts or in one consolidated view;
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View Performance Summary reports such as: Previous Year's Performance Percentage; Average Annual Compound Rate of Return; Monthly/Quarterly and Year-to-date Performance as well as Benchmark Comparison.
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Check past and current transactions
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Download your holdings and transaction history information into applications such as Microsoft Excel;
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View tax-adjusted average cost and unrealized gain/loss information;
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Establish and monitor virtual portfolios;
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Access prices on quotable securities and obtain customized charts on securities and indices;
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See the latest news on companies in your portfolios access prices on quotable securities;
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View a customizable summary of the US and Canadian values of your accounts on the Gateway Home screen;
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Personalize the naming of your accounts for immediate recognition and define the order in which you view them;
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Directly link to their Investment Advisor's personal website and e-mail address;
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Access BMO Nesbitt Burns' industry-leading research, webcasts, and proprietary mutual fund research, as well as independent third party equity research.