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view your holdings in detail in each of your individual accounts or in one consolidated view.
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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.
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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' top-ranked¹ equity research², webcasts, and proprietary mutual fund research, as well as independent third party equity research.