Account Services
Saving and investing for retirement is easy with a BMO Mutual Fund account. In a few simple steps you can open an account and manage your mutual fund investments from wherever you are.
New Customers
- Visit any BMO Bank of Montreal Branch and bring the following with you:
- Social Insurance Number
- Two pieces of personal identification, at least one is government issued
- A void cheque from your non-BMO Bank of Montreal account
Current Customers
- Visit any BMO Bank of Montreal Branch and bring the following with you:
- Social Insurance Number
- Two pieces of personal identification, at least one is government issued
- Your BMO bank account numbers
- Call an Investment Specialist at 1-800-665-7700.
Access Your Account Online
Managing and monitoring investments online is easy. With online access, you can purchase, redeem or switch BMO Mutual Funds. You can also access your BMO Mutual Funds account to check your balance, check recent transactions and view fund prices.
Sign Up For Online Access:
If you’re a BMO Mutual Funds and BMO Bank of Montreal customer
Call 1-800-665-7700 to set up online account access linked to your BMO Bank of Montreal account.
If you’re a BMO Mutual Funds customer only
Visit a BMO Bank of Montreal branch to open a BMO Bank of Montreal account or to have an account at another financial institution linked to your BMO Mutual Funds account.
Monitor Balances and Activity
Access your account balances and monitor recent transactions from anywhere.
- Through Online Access
- By phone, at 1-800-665-7700
- At your local BMO Bank of Montreal Branch
