Online Banking & Account Access - BMO Nesbitt Burns Gateway

Why wait for your BMO Nesbitt Burns account statement to see how your portfolio is doing? Whether you want to see your past account transactions, obtain a stock quote on a company profiled in the evening news, or check the status of a recent trade placed in your account - BMO Nesbitt Burns Gateway is there for you.*

Click here for an online tour

In addition to offering free, 24-hour access to your portfolio information, news, quotes, and charts, Gateway provides immediate access to your Investment Advisor and enables you to:

  • View your portfolio holdings in a single account or in a consolidated view.

  • View tax adjusted average cost and unrealized gain/loss information on securities in your portfolio.

  • Review up to 16 months of past transactions.

  • View the status of trades placed in your accounts in the past 48 hours.

  • Obtain 20-minute delayed quotes, charts and the latest news on companies of your choice.

  • Review contributions made to your registered account(s) in current and previous years.

  • Download your holdings or transaction history into applications such as Microsoft Excel.

  • View a customizable summary of the Canadian and U.S. values of your accounts on the Gateway home screen.

  • Nickname your accounts for immediate recognition and define the order in which you view them in Gateway.

  • Access** BMO Nesbitt Burns' top ranked*** Canadian equity and proprietary mutual fund research, as well as independent third-party equity research published by Standard & Poor's, and much more.


*The holdings summary in Gateway is prepared for informational purposes and is not an official statement of your positions at BMO Nesbitt Burns Inc.

**Online research through Gateway is available to qualifying clients.

For more information, please visit About Gateway web page, or Contact Us with any inquiries regarding your online access

Canada Revenue Agency (CRA) - My Account

Access Canada Revenue Agency web site for personalized and business tax information. Check on your refund, or find out your TFSA and RRSP limits. Follow links to get tax information relating to operating a business.

Temporary Power of Attorney for Care and Property

Please visit the Ministry of the Attorney General of Ontario website for information on Powers of Attorney and a guideline in appointing one.

You can create a power of attorney yourself, using the free Power of Attorney kits provided by the Ontario government listed below. To use the kits, read through the documents carefully and follow the instructions.

Always store legal documents in a safe place. Make sure that your attorney, your bank and anyone else who needs to know about these documents has a copy or knows where to get one. The government does not keep a registry of powers of attorney.

Executor Task List

Executors are responsible for a variety of tasks ranging from funeral arrangements to filing income tax returns with the Canada Revenue Agency (CRA), to the final distribution of estate assets. If you are appointed Executor, our Task List will provide you with some guidance by describing the types of duties you will be required to perform.