Gateway Advantages

 

  • view your holdings in detail in each of your individual accounts or in one consolidated view.
     

  • check past and current transactions.
     

  • download your holdings and transaction history information into applications such as Microsoft Excel.
     

  • view tax-adjusted average cost and unrealized gain/loss information.
     

  • establish and monitor virtual portfolios.
     

  • access prices on quotable securities and obtain customized charts on securities and indices.
     

  • see the latest news on companies in your portfolios.
     

  • access prices on quotable securities.
     

  • view a customizable summary of the US and Canadian values of your accounts on the Gateway Home screen.
     

  • personalize the naming of your accounts for immediate recognition and define the order in which you view them.
     

  • directly link to their Investment Advisor's personal website and e-mail address.
     

  • access BMO Nesbitt Burns' top-ranked¹ equity research², webcasts, and proprietary mutual fund research, as well as independent third party equity research.