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Shiho Okuyama
James Kraft
David Tremblett
Rhonda Blanch

1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3

Online Access: Gateway

Gateway provides you with immediate access to your current portfolio information and gives you access to the many resources of BMO Nesbitt Burns.

Features of Gateway

  • View detailed holdings with previous day’s closing prices in each account or in one consolidated view

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

  • View Performance Summary reports as well as Benchmark Comparison

  • Review historical account transactions

  • View the status of trades placed in your accounts

  • Review contributions made to your registered accounts in the current and previous years

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

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

  • Personalize the naming of your accounts and define the order in which they are to be viewed