Meridian Portfolio Account
Strengthening your relationship with your Investment Advisor
No commission charges
No potential conflict of interest
You can rest assure that you and your Investment Advisor are on the same side of the table when it comes to your investments. Decisions are based on advice, rather than on the cost of implementation.
Confidence – from knowing your trusted advisor is overseeing all of your assets.
Keeping you well connected
Access to your investments
You have unlimited access to BMO Nesbitt Burns Gateway® (Gateway), our leading-edge online client information centre. Through Gateway, the investment world is at your fingertips. You can access your account information, check prices for securities held in your account or access a wealth of research resources. All the information included in your regular monthly statements is updated daily and available on your screen.
Access to research resources
With the BMO Nesbitt Burns Meridian Program®, you can access real-time quotes on listed securities, BMO Nesbitt Burns Canadian Equity, proprietary mutual fund research, as well as third party U.S. and Global research.
Optional cash management services
Cash management services allow you to seamlessly consolidate your Meridian account with a BMO Bank of Montreal® bank account, providing you with convenient access to your money, a line of credit based on the margin in your account and efficient deposit and withdrawal transactions. You will receive a BMO Nesbitt Burns FirstBank® Card and complimentary personalized cheques. You can write up to 15 free cheques each month and most everyday banking transactions are free of charge including debit purchases, withdrawals, bill payments and Canadian and U.S. dollar money orders and bank drafts.
All these features and more are now available to you for a comprehensive annual fee based on assets under management.
Meridian gives you upfront knowledge of the costs of working with your Advisor, allowing you to consistently predict costs associated with your account. Consolidation–saving you money through a lower fee.
Ability to link unlimited number of accounts for calculating fee