Find all your accounts in one place with BMO Total Look

BMOB M O Total Look is a no-fee online money management tool that helps you save time and simplify your financial life. It gives you a clear idea of your financial picture, including checking and savings accounts, online investments, credit cards, mortgages, loans and more – even if they’re not with us – all in one secure^** location, with one password.

There are many ways BMOB M O Total Look can help you simplify your life. You can manage your account balances and history from both BMOB M O and non-BMO B M O accounts in one convenient location, personalize a budget, set goals and easily track your progress to stay on track.

To access BMOB M O Total Look, log in to BMOB M O Digital Banking, select BMOB M O Total Look in Quick Actions, then get started. That’s it! You are now ready to start adding your accounts and using BMOB M O Total Look.

At this time, these accounts are not automatically added to your BMOB M O Total Look dashboard. They can be manually added by selecting the Link Account tab in the BMOB M O Digital Banking app, selecting or searching for the BMOB M O investment account you want to add, entering the account information and selecting Link Account.

It’s easy to add accounts in BMOB M O Total Look. Simply select BMOB M O Total Look, then select Link Account and either enter the account you wish to add or select from a list of popular accounts. Enter your online login information for the account being added and select Link Account. Then, simply select Continue and you’re all set! The account will instantly appear within Total Look.

When adding non-BMOB M O accounts, the data that displays in BMOB M O Total Look is provided by third parties and is read only.

It’s easy to edit accounts in BMOB M O Total Look. Select BMOB M O Total Look and go to Settings then Account Settings. Choose your site name to get to Edit Credentials. Enter credentials for this site and select Update and you're all set.

To set a budget in BMOB M O Total Look, select the three dots and choose Spending, then under Budget select Create Budget. You can track your deposits and income and spending summary, along with your budget details.

Every time you access BMOB M O Total Look, your account information will attempt to automatically refresh. BMOB M O Total Look will pull the past 90 days of transaction activity. To prevent BMOB M O Total Look from missing any transactions for accounts, we recommend accessing the BMOB M O Total Look tab at least once every 90 days. If BMOB M O Total Look is not able to receive an update from your external financial provider, your account will not refresh, and you will receive an error message. The error message will explain the issue and suggest actions you can take to resolve it. You can also try to refresh your account again at any time.

From Accounts, select the three dots and choose Account Settings. Scroll down and you may Close/Delete an account. To remove a non-BMOB M O account, go to Settings then Account Settings. Select the desired account and then select Delete Site. Your BMOB M O accounts that were pre-populated cannot be removed.

The bank’s privacy and security policies apply to BMOB M O Total Look. The bank does not store any of your non-BMOB M O account information, and the information displayed in BMOB M O Total Look is read only.

If you have questions or disputes regarding your BMOB M O deposit or loan accounts, please go to bmo.com or contact us at 1-888-340-2265. For BMOB M O credit cards, please contact us at the number on the back of your credit card. For BMOB M O investment accounts, please visit https://uswealth.bmo.com/contact-us/call-us/ to find the correct phone number for your type of account. For any non-BMOB M O account data disputes, you need to contact the account provider directly.