Need help with Gateway? Read through our FAQs to find the answer you need.
To learn more about Gateway, contact a BMO Nesbitt Burns Investment Advisor at a location near you.
If you’re already a BMO Nesbitt Burns client, contact your Investment Advisor and request that a Gateway Client Agreement form be sent to you.
How can I get technical assistance with Gateway?
If you need technical assistance, the Gateway technical support team is available Monday through Friday from 8 a.m. to 6 p.m. Contact the Gateway help desk at 1-877-873-7664 for English or 1-877-873-7665 for French.
Is Gateway bilingual?
The entire Gateway site is available in both French and English, with the exception of news and research reports and other selected items. The first time you log into Gateway, the site will be displayed in the language you have selected for your monthly statement. You can change your Gateway language preference by selecting Account Settings from the top navigation bar, clicking on the Language tab and selecting your desired language. The new language preference will take effect the next time you sign in.
Where is the Gateway site located?
Gateway is located at https://gateway.bmonesbittburns.com. Please note that entering “www” to begin the Gateway URL address will result in a “Page Cannot Be Found” error message.
Where can I send my comments and suggestions about Gateway?
We welcome your feedback on Gateway. Please email your comments to firstname.lastname@example.org
How can I email my Investment Advisor directly from Gateway?
Click on the Contact US link located on the top right section of every page on the Gateway site. In order to use the link, your browser must be configured to handle email. If the Contact My Investment Advisor link is not displayed, contact your Investment Advisor to help you set it up.
Can I change my User ID?
You can customize your User ID to be any combination of letters and numbers from 9 to 30 characters in length. To change your User ID, log into Gateway, select the Account Settings link from the top navigation bar and click on the User ID tab. Enter your new User ID in the field provided and click on the Submit button.
Can I change my login password?
You can customize your login password to be any combination of letters and numbers from 8 to 30 characters in length, case sensitive, must include at least one upper and lower cased letter and at least one number. To customize your Login Password, log into Gateway, select the Account Settings link from the top navigation bar and click on the Login tab. Enter the information required in the fields provided and click on the Submit button.
What if I forget or lose my Gateway login password?
If you forget or lose your password and you have already entered Gateway at least once, contact the Gateway help desk at 1-877-873-7664 for English or 1-877-873-7665 for French to have your password reset. You will need to answer a security question to verify your identity. Or contact your Investment Advisor to have your password reset.
What if I enter the wrong login password three times and cannot access Gateway?
For your protection, your password is suspended when there are three failed login attempts. If your login password is suspended and you have already entered Gateway at least once, contact the Gateway help desk at 1-877-873-7664 in English or 1-877-873-7665 in French to have your password reset. You will need to answer a security question to verify your identity. Or contact your Investment Advisor to have your password reset.
Why does Gateway time-out after 20 minutes of inactivity?
For security reasons, if you do not perform any function in Gateway for 20 minutes or more, you will automatically be signed out of the site.
NEWS, CHARTS AND RESEARCH
How frequently are indices and charts on the Home screen updated?
Indices and charts are updated on a 20-minute delayed basis after financial markets have opened.
What is Market Movers?
The Market Movers section provides quote information on the most active Canadian and U.S. securities by volume and value, including quotes for top gainers and losers by volume and percentage.
How frequently do news headlines on the Home screen get updated?
News headlines are updated as they become available in real time. Refresh the Home page to view the most recent headlines.
How long can I access messages sent to me in Gateway?
Messages sent to your Gateway account are archived for 30 days after the expiration date of the message. To view archived messages, click on the Message History link located on the bottom right hand corner of the Message Centre section of the Home screen.
How do I reply to a message posted in Gateway?
You can email your Investment Advisor by clicking on the Contact Us link. If your advisor’s email is not displayed, contact your Investment Advisor to set it up.
What type of research is available in Gateway?
Research in Gateway includes BMO Capital Markets’ industry-leading equity research. Online research through Gateway is available to qualifying clients.
How can I tell if I have access to research in Gateway?
Sign into your Gateway account. If you see the Research tab in the top navigation bar, you have access to research. If not, contact your Investment Advisor to find out about eligibility criteria.
How frequently is research in Gateway updated?
BMO Nesbitt Burns’ equity research and third-party equity research is available on Gateway as it is issued.
When is my account information updated?
Your account information in Gateway is updated overnight to reflect the previous business day’s market close prices.
How is the average cost of my holdings calculated?
The average cost used in Gateway is the tax-adjusted average cost. This cost reflects the original purchase price per share or unit cost of the security, including commissions. It has been adjusted for currency exchange as well as corporate transactions such as stock splits, spinoffs and exchanges.
Can I see the performance summary of my accounts?
You can view the performance summary of your accounts, broken down into three different reports: previous year’s performance percentage with average annual compound rate of return; monthly, quarterly and year-to-date performance; and benchmark comparison. If you do not see these reports in Gateway, please contact your Investment Advisor.
Why do the totals of the account holdings, cash details and asset mix screen fluctuate throughout the day?
The totals of these screens reflect the total value of the account, which consists of Canadian securities and cash values, as well as the U.S. balance. The U.S. balance is converted to Canadian dollars using an exchange rate that is updated throughout the day.
Can I customize the way my account numbers are displayed in Gateway?
You can customize account numbers by choosing a nickname from 1 to 20 characters in length. Log into Gateway, select the Account Settings link from the top navigation bar and click on the Account # tab. If you have more than one account, you can select the order in which you would like your accounts to be sorted within the account information and trading screens, as well as on your Account Summary on the home page.
Can I download my account information in a spreadsheet format?
You can download your account holdings and transaction history into a comma separated file (CSV) that can be opened in a spreadsheet applications such as Microsoft Excel. Simply select the My Accounts link from the top navigation bar, go to the Holdings or Transaction History screen, click on the Export to Excel icon and follow a few easy steps to complete the download. If you need assistance, please contact the Gateway help desk at 1-877-873-7664.
How far back can I view my transactions?
You can view 24 months of past trades and security transactions. To view past transactions, click on the My Accounts link located on the top navigation bar and then click on the Transaction History tab.
Can I link my Bank of Montreal accounts to my BMO Nesbitt Burns accounts online?
To link your BMO Online Banking accounts to your BMO Nesbitt Burns Gateway accounts, you need to register your Gateway User ID and password. Select My Profile & Preferences from the top navigation bar of the BMO Online Banking Website, and click on Link My Accounts on the left. Under My Accounts tab, select Nesbitt Burns Account as the Account Type, enter your User ID/Account Number, enter your password, and check the box if you accept the terms and conditions. To help us verify your identity, enter the birth date associated with your accounts, click on Verify Accounts, then click on Submit Request. This will allow you to access Gateway directly from BMO Online Banking without having to repeat the sign-in process for Gateway.
Can I link other BMO Nesbitt Burns accounts in Gateway?
Contact your Investment Advisor to link other BMO Nesbitt Burns accounts.
Can I access my BMO Mutual Funds accounts through Gateway?
To access your BMO Mutual Funds account, please click on https://www.bmomutualfunds.com, enter your account number and password, then click on the Sign In button. If you have forgotten your password, or if you are locked out, please call the BMO Investment Centre at 1-800-665-7700 to reset your password. If you have not registered for online access to your BMO Mutual Funds account and wish to do so, please contact your Investment Advisor. Your Investment Advisor will ask you to complete a form to provide you with online access.
What is the best way of printing the holdings screen?
To print the holdings screen click on the printer-friendly icon above the buying power total. The printer friendly version is stripped of graphics for fast and efficient printing.
What is the best way of printing the transaction history screen?
To print the transaction history screen click on the printer-friendly icon located below the Export to Excel icon. The printer-friendly version of the transaction history screen is stripped of graphics for fast and efficient printing. This feature is available only if there are past transactions in your account.
What is a virtual portfolio?
The virtual portfolio function allows you to create and track a list of securities outside of your actual holdings. This is an easy and convenient way for you to keep an eye on securities you don’t own but may be interested in purchasing.
How frequently are quotes in virtual portfolio updated?
Virtual portfolio quotes are delayed by 20 minutes.
Can I change my virtual portfolio name?
Each of the five virtual portfolios can be renamed with new names of 1 to 20 characters. To customize your virtual portfolio, log into Gateway, select the Virtual Portfolio link from the top navigation bar and click on the Edit button. After you have entered a new name in the field provided, click on the Submit button.
Can I change my trading password?
As a Meridian client, you can customize your trading password to be any combination of letters and numbers from 6 to 30 characters in length. To customize your trading password, log into Gateway, select the Account Settings link from the top navigation bar and click on the Trade tab. Enter the information in the fields provided and click on the Submit button.
What should I do to reactivate my suspended trading password?
For your protection, your trading password is suspended when it is entered incorrectly three times in the same Gateway session. If your trading password has been suspended, you can contact the Gateway help desk at 1-877-873-7664 in English or 1-877-873-7665 in French to have your password reset. You will need to answer a security question to verify your identity. Or contact your Investment Advisor to have your trading password reset.
What is the turnaround time for a trade placed in Gateway?
Trades are sent directly to the exchanges for approval and processing. Usually confirmation of the trade will be received within minutes.
Where can I view the status of my trades?
You can view the status on Gateway’s order status screen. This screen can be accessed by clicking on the Trade tab located in the top navigation bar. From the Order Status screen, you can get more details by clicking on the Original Order Number link for a specific order. Trades are displayed on the Order Status screen for 48 hours after they have been filled, cancelled or rejected.
What type of orders can I place online through Gateway?
You can place equity and mutual fund orders online. For equity orders, you can place a buy or sell order at either market or limit price.
Why am I required to submit the exchange agreements to place a trade online?
To place a trade online, you must access real-time quotes. To allow you to receive real-time quotes, exchanges require confirmation that you will use this information for personal use only.
Where can I obtain real-time quotes?
You can obtain real-time quotes through the equity order screen and mutual fund order screen, which can be accessed by clicking on the Trade tab located in the top navigation bar.
What exchange should I use if I want to get a quote for a mutual fund?
No exchange is required for mutual funds. If one is entered, it is ignored.
Can I enter a decimal amount in the Quantity field when placing a trade?
When placing a trade, you can enter a quantity rounded up to three decimal points in the quantity field.
What is the minimum browser version supported by Gateway?
Gateway has been optimized to support Internet Explorer version 11.0; Firefox and Chrome (latest versions); Safari 8,9 and Microsoft Edge. If you use other browsers, you may still be able to enter the site but may experience reduced performance. Using unsupported browsers may cause unpredictable results.
How does BMO Nesbitt Burns Gateway ensure the security of my information?
In addition to your unique User ID and password, several features have been implemented to protect your personal and financial information. All information is encrypted using 128-bit encryption technology. This is the strongest, most secure form of encryption generally available for Internet browsers in North America. Encryption is a means of scrambling information between a client’s personal computer and BMO Nesbitt Burns’ computing systems. Information that is encrypted at one end is decrypted (decoded) upon receipt at the other end. In addition, personal information such as names and addresses are not displayed in Gateway.
We also employ an Internet firewall to prevent unauthorized access to BMO Nesbitt Burns’ computer systems by external sources. This is an industrial-strength combination of hardware and software designed to securely separate the Internet from our internal computer systems and databases. Visit BMO Bank of Montreal’s online security tips to learn more about online protection.
How do I know if my web browser supports 128-bit encryption?
If you are trying to sign into Gateway and you receive an “Insufficient Encryption” message, you will need to obtain a 128-bit encryption browser. You can download an upgraded browser online.
What can I do to protect my account information in Gateway?
Ensure that your account number and password are kept in a safe place. Your password serves as a security measure against unauthorized access to your data. Protect the privacy of your account information by not revealing your password to anyone. You can also clear your browser cache regularly (refer to the question "How can I clear my browser’s cache?") or restart your browser after you sign out of Gateway. This should eliminate copies of web pages on your hard drive.
How can I clear my browser’s cache?
Microsoft Internet Explorer users:
- From your browser menu select Tools.
- From the drop-down menu select Internet Options.
- From the Internet Options window select the General tab, look for the Temporary Internet Files section near the middle of the window, and click on the Delete Files button. A new window appears with the question: “Delete all files in Temporary Internet Files Folder?” Click OK.
- Select the OK button at the bottom of the Internet Options window.
As an added security measure in any version of Microsoft Internet Explorer, you can set your browser defaults as follows:
- From your browser menu select View.
- From the View drop-down menu select Internet Options.
- From the Internet Options window select Advanced.
- From the Advanced scroll-down window, look for the Security section title. From this section, you can select the following option: Empty Temporary Internet Files Folder when browser is closed.
- Then click OK at the bottom of window.
If using another browser, please refer to your browser's documentation on memory/disk caching.
Visit BMO Bank of Montreal’s online security tips and get more information on online protection.
Is email communication secure?
Do not send personal information to BMO Nesbitt Burns (for example, account numbers or trading instructions) by Internet email. The security, integrity and privacy of information exchanged between you and BMO Nesbitt Burns by email cannot be guaranteed.
PAYMENTS TO BMO NESBITT BURNS
Can I move money from my BMO Bank of Montreal account into my BMO Nesbitt Burns account online?
Yes. By using the bill payment process of BMO Bank of Montreal’s Online Banking, Telephone Banking or ATM service, you can:
- Deposit funds in your BMO Nesbitt Burns cash or margin account
- Make a contribution to your BMO Nesbitt Burns RRSP or RESP account
- Make a spousal contribution to your BMO Nesbitt Burns Spousal RRSP account
- Pay BMO Nesbitt Burns administration fees
To make a deposit, contribution, or payment, you will need to add your 10-digit BMO Nesbitt Burns account as a biller on BMO Bank of Montreal’s bill payment section of Online or Telephone banking. You can locate this number on the front of your BMO Nesbitt Burns account statement or contact your Investment Advisor. Payments may take two to five business days to process, depending on your financial institution.
I bank at a financial institution other than BMO Bank of Montreal. Can I use the Online Banking, Telephone Banking or ATM service of my financial institution to make a deposit, contribution, or payment into my BMO Nesbitt Burns account?
Yes. This service is available to BMO Bank of Montreal clients and clients of other participating financial institutions. Please contact your financial institution to find out if it offers this service.
How can I make an RESP contribution using the Online Banking, Telephone Banking or ATM service of my financial institution?
To make a contribution to your RESP account, you will need to add your 10-digit BMO Nesbitt Burns RESP account number as a BMO Nesbitt Burns – Deposits and Regular Contributions biller in the bill payment section of your financial institution’s Online or Telephone Banking service. In addition, you will need to contact your Investment Advisor with the beneficiary name(s) and social insurance number(s) for each RESP contribution. However, if the RESP contribution is set up as a regularly scheduled payment (for example, monthly) you will only be required to advise your Investment Advisor of the beneficiary name(s) and social insurance number(s) for the first scheduled payment.
There are three BMO Nesbitt Burns billers available on my financial institution’s online or telephone banking service. Which one should I select?
Select the BMO Nesbitt Burns – Deposits and Regular Contributions biller to make a deposit or payment to your BMO Nesbitt Burns cash or margin account or to contribute to your RRSP or RESP account. When making an RESP contribution, please remember to provide your Investment Advisor with the beneficiary name(s) and social insurance number(s).
Select the BMO Nesbitt Burns – Spousal Contributions biller to make a spousal contribution to your spousal RRSP account.
Select the BMO Nesbitt Burns – Administration Fees biller only to pay the administration fee for your RRSP, RESP, RRIF, LRIF, LIF or LIRA account. This biller should not be used to make a contribution to any of the above accounts. If you are paying multiple fees, please pay them individually.
How long does it take to process the deposit, contribution or payment I made into my BMO Nesbitt Burns account through my financial institution’s online or telephone banking service?
Payments for BMO Bank of Montreal clients can take two to three business days to be processed to your BMO Nesbitt Burns account. Payments may take two to five business days to be processed to your BMO Nesbitt Burns account if you bank at another financial institution. Please keep this in mind when making an RRSP contribution close to the annual deadline, or when making a deposit to cover a trade settlement.
Is there a limit to the amount I can deposit in my BMO Nesbitt Burns account through my financial institution’s Online Banking, Telephone Banking or ATM service?
Your financial institution may have a maximum daily limit for electronic or telephone transactions. Please check with your institution to find out whether there is a limit applied to online or telephone banking, or to ATM bill payments.
Who can I contact if I have questions about a deposit, contribution, or payment I made to my BMO Nesbitt Burns account through my financial institution’s Online Banking, Telephone Banking or ATM service?
For questions about a deposit, contribution, or payment made to your BMO Nesbitt Burns account, contact your Investment Advisor. Please have the date and reference number of your payment when making an inquiry.
Who can I contact about setting up my BMO Nesbitt Burns account to accept a payment from my bank account?
Please contact your financial institution’s support centre for information about how to set your BMO Nesbitt Burns account to accept a payment by using online banking, telephone banking or an ATM bill payment service.