Cash Management
Combine banking services with the flexibility of your BMO Nesbitt Burns investment account. In addition to convenience, combining your finances means your Investment Advisor can help you with a broader spectrum of your financial needs.
Our cash management account will serve you well today and in the future. It can even make your financial transition to retirement easier. All your retirement income sources can be deposited directly into a single BMO Nesbitt Burns account, where you can access funds for monthly income and other expenses.
Preferred Plus
BMO Nesbitt Burns Preferred Plus AccountTM
A BMO Nesbitt Burns Preferred Plus Account combines a regular BMO Nesbitt Burns investment account with a BMO Bank of Montreal chequing account. You get around-the-clock access to your funds, with a preferential rate of interest paid on cash balances.
BMO Nesbitt Burns Preferred Plus Account makes life simpler. You benefit from less paperwork, fewer complications, more direct control and more powerful compounding for your cash.
As a BMO Nesbitt Burns Preferred Plus client, you'll receive:
- A BMO Nesbitt Burns Debit Card.
- Free Internet and telephone banking.
- Online access to account transactions through BMO Nesbitt Burns Gateway® .
- Electronic access to cash in your investment account.
- One monthly consolidated statement summarizing securities transactions and investment holdings.
Other services include BMO Bank of Montreal InstaBank® services for access to cash through ATMs and a credit limit.
For more information, contact a BMO Nesbitt Burns Investment Advisor at a branch near you. Or, to have an Investment Advisor contact you, complete this form.
- 416-359-4000
1-800-334-7534 - Locate an advisor
- Have an advisor contact you
