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Account information

When is my account information updated?

Your account information in Gateway is updated overnight to reflect the previous business day’s market close prices.

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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.

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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.

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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.

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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 Preferences 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.

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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 Account Information 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.

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How far back can I view my transactions?

You can view 16 months of past trades and security transactions and four months of past cash, interest and dividend transactions. To view past transactions, click on the Account Information link located on the top navigation bar and then click on the Transaction History tab.

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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 'UserID/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.

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Can I link other BMO Nesbitt Burns accounts in Gateway?

Contact your Investment Advisor to link other BMO Nesbitt Burns accounts.

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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.

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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.

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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.

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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.

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How frequently are quotes in virtual portfolio updated?

Virtual portfolio quotes are delayed by 20 minutes.

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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.

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