Skip Navigation

Smart investing requires access to the information you need.

 

BMO Nesbitt Burns' Gateway® online client information centre provides access to that information day or night, anywhere you have an Internet connection.

 

Gateway opens the door to an abundance of online features, from account information to online investing tools. Gateway is available to BMO Nesbitt Burns clients, free of charge. All you need to log in is Internet access and your Gateway password.

Client login

 

Welcome to Gateway.

 

Sign in


Discover what Gateway has to offer

Discover what Gateway has to offer

Get acquainted with some of Gateway's remarkable features,
including easy access to your account, the latest market data,
a comprehensive message center, and much more.


FAQS

 


 

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.


GENERAL

 

How can I get technical assistance with Gateway?

If you need technical assistance, the Gateway technical support team is available Monday through Friday from 8:00 a.m. to 8:00 p.m. ET. 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 gateway.helpdesk@bmonb.com

 

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.

 

I’ve never signed onto Gateway before. How do I get started?

To sign into your Gateway account, you will need the User ID and temporary password provided to you by your Investment Advisor. Then, follow these steps:

  1. Enter your User ID in the User ID field;
  2. Enter your temporary password in the Password field;
  3. Click Sign In.
  4.  

    Next, you will be directed to a Welcome screen:

  5. Click Get Started;
  6. Enter your new password in the New Password field, making sure that requirements are met (i.e., all boxes below New Password have been checkmarked green);
  7. Retype your password in the Confirm Password field, making sure that your passwords match (i.e., the box below Confirm Password has been checkmarked green;
  8. Click Continue
  9.  

    Next, you will be prompted to set up your Challenge Questions:

  10. Select your three challenge questions from the drop-down menus and enter your responses in the fields provided; there are no character requirements for challenge questions
  11. Click Continue;
  12.  

    Next, enter your email in the Email Address field, check the box indicating that you accept the terms and conditions, and click Submit. An email including a link to validate your email address will be sent to your inbox.

     

    In order to complete the set up process and log in to Gateway using your new password, you will need to validate your email address:

  13. Go to your email inbox and open the email with the subject line BMO Nesbitt Burns Gateway;
  14. Click the verification link in the email to complete the set up process.

 

You may now return to the Login page and enter your User ID and your new password in their respective fields to start using Gateway.

Note: Your new password must have:

  • Between eight and 30 characters;
  • At least one number;
  • At least one uppercase letter; and
  • At least one lowercase letter.
  • Special characters (.,!@#$%^&*) are also permitted.

 

What if I forget my login password?

If you’ve forgotten your password, you can reset it directly from the Login page. To do so, follow these steps:

  1. Click the Forgot Your Password? link on the Login Page;
  2. Enter the answers to the prompted challenge questions in the spaces provided;
  3. Enter your new password in the New Login Password field, and again in the Confirm New Login Password field; and
  4. Click Set Password.

 

When updating your password, you cannot enter your current or another recent password, and your new password must include the following:

  • Between eight and 30 characters;
  • At least one number;
  • At least one uppercase letter; and
  • At least one lowercase letter.
  • Special characters (.,!@#$%^&*) are also permitted.

 

Can I elect to change my login password?

You can change your login password at any time. To do so, follow these steps:

  1. Sign into your Gateway account;
  2. Under Account Settings, click on the Profile tab;
  3. Beside Login Password, click Edit;
  4. Enter your previous password in the Old Login Password field. Then, enter your new password in the New Login Password field, and again under the Confirm New Login Password field;
  5. Click Save.

 

Note:

When updating your password, you cannot enter your current or another recent password, and your new password must include the following:

  • Between eight and 30 characters;
  • At least one number;
  • At least one uppercase letter; and
  • At least one lowercase letter.
  • Special characters (.,!@#$%^&*) are also permitted.

 

Why am I being prompted to update my Gateway credentials?

Your login credentials include your password, your challenge questions, and your email. We recently updated our security requirements to ensure that your Gateway account remains secure. With these changes, we now require all users to update their login credentials, including ensuring that your password and challenge questions meet these new requirements and that you verify your email address should you need to reset any of these credentials. All Gateway users will be required to complete all necessary updates by July 3, 2018.

 

Please note that users may not need to update all of these credentials. New security requirements for passwords came into effect in July 2016. Consequently, if you are a new user to Gateway or updated your password any time after July 2016, you will only be required to update your challenge questions and validate your email address.

 

I was only asked to update my challenge questions and not my password. Is this an error?

No, new security requirements for passwords came into effect in July 2016. Consequently, if you are a new user to Gateway or updated your password any time after July 2016, you will only be required to update your challenge questions and validate your email address.

 

When do I have to have all of my credentials updated by?

All Gateway users must have all their login credentials (including their password, challenge questions and email validation) updated by July 2, 2018. If you have not updated your credentials by this date, your Gateway account will be locked and you will not be able to access Gateway without going through the process of updating these credentials as of July 3, 2018.

 

How will I know which login credentials I need to update?

All users will be required to update their login credentials. Some will need to update their login password and challenge questions, as well as verify their email address, while others will only need to update their challenge questions and verify their email address. Our system knows which of your credentials need to be updated to meet our new requirements. As such, you will only be prompted to update the necessary credentials.

 

What will happen if I don’t update my password and/or challenge questions by July 3, 2018?

If you don’t update your password and/or challenge questions to meet our new security requirements by July 3, 2018, your Gateway account will be locked and you will not be able to access Gateway without going through the process of updating these credentials.

 

What are challenge questions used for?

Challenge questions are used to help ensure that your account remains secure. If you forget your password, you will be asked two of the three questions to confirm your identity. If these are answered correctly, then you will be able to reset your password.

 

Why am I being prompted to set up three new challenge questions? I already have questions set up.

To ensure that your Gateway account remains secure, we have recently updated our security requirements. All users are now required to set up three new standardized challenge questions by July 3, 2018, at which point users will not be able to log in to Gateway until their challenge questions are set up. These questions are consistent with current security requirements across many sites.

 

Why do I need to provide my email address to update my password and/or challenge questions?

Your email address will only be used to communicate account security-related information to you. In order to verify that the email address you provided is correct, we will send you an email after you update your login credentials with a verification link that you will be asked to validate, confirming the email you provided to us is valid.

 

How do I change my password and/or set up my new challenge questions to meet the new requirements? I. Updating your login password and challenge questions

To update both your login password and challenge questions, follow the steps below:

  1. In Account Settings, click the Profile tab in the top tool bar;
  2. Beside Login Password, click Set Up Now;
  3. Enter your old password in the Old Login Password field and then re-enter your new password in the New Login Password field, and again under the Confirm New Login Password field; and
  4. Click Continue.
  5.  

    Note:

    When updating your password, you cannot enter your current or another recent password, and your new password must include the following:

    • Between eight and 30 characters;
    • At least one number;
    • At least one uppercase letter; and
    • At least one lowercase letter.
    • Special characters (.,!@#$%^&*) are also permitted.

     

    Next, you will be prompted to set up your three Challenge Questions:

  6. Select your three challenge questions from the drop-down menus, and enter your responses in the fields provided; there are no character requirements for challenge questions; and
  7. Click Continue.
  8.  

    Once completed, you will be prompted to confirm these changes by providing your email address.

  9. Type your email address in the space provided; and
  10. Click Submit
  11. An email including a link to validate your email address will be sent to your inbox.
  12.  

    In order to complete the set up process and log in to Gateway using your new password, you will need to validate your email address:

  13. Go to your email inbox and open the email with the subject line BMO Nesbitt Burns Gateway;
  14. Click the verification link in the email to complete the set up process.
  15. Once you have completed the email verification process, your Gateway credentials will be updated.

 

You may now return to the Login page and enter your User ID and your new password in their respective fields to start using Gateway.

 

II. Updating your challenge questions

If your password already meets our new requirements, set up your challenge questions by following these steps:

  1. Log into Gateway;
  2. In Account Settings, click the Profile tab in the top tool bar;
  3. Beside Challenge Questions, click Set Up Now;
  4. Select your three challenge questions from the drop down list and enter your responses in the spaces provided; there are no character requirements for challenge questions.
  5. Click Continue.
  6.  

    Once completed, you will be prompted to confirm these changes by providing your email address.

  7. Type your email address in the space provided; and
  8. Click Submit.
  9. An email, including a link to validate your email address will be sent to your inbox.
  10.  

    In order to complete the set up process and log in to Gateway using your new password, you will need to validate your email address:

  11. Go to your email inbox and open the email with the subject line BMO Nesbitt Burns Gateway;
  12. Click the verification link in the email to complete the set up process.
  13. Once you have completed the email verification process, your Gateway credentials will be updated.

 

Please note that, in both situations, you must complete the entire process before exiting your browser. Otherwise, your account will be locked and the Gateway Help Desk will have to provide you with a temporary password to get access to Gateway, at which point you will be asked to restart the process.

 

I started to update my password and/or challenge questions but exited the window before completing the process and now my account is locked. What do I do?

Contact your Investment Advisor for a new temporary password. Then, you will need to log back in to Gateway and restart the process. Do not exit the window before completing the entire process; otherwise, your account will be locked again.

 

I updated my password and/or challenge questions but I can’t sign in to Gateway with my new password. What do I do?

If you have updated your password and/or challenge questions, but are still unable to sign in to Gateway using your new password, ensure that you have completed the email verification process. Once you have finished selecting your new challenge questions and input your email address, an email including a link to validate your email address will be sent to your inbox with the subject line BMO Nesbitt Burns Gateway. To validate and complete the process, click the verification link in the email to complete the set up process. You may now return to the Login page and enter your User ID and your new password in their respective fields to start using Gateway. If you did not receive an email in your inbox, please contact the Gateway Help Desk at 1-877-873-7664 between 8:00 a.m. to 8:00 p.m. ET, Monday to Friday, or by e-mail at gateway.helpdesk@bmonb.com.

 

I answered my challenge questions incorrectly and now I’m locked out of my account. What do I do?

Contact your Investment Advisor for a new temporary password in order to complete the login process, or contact the Gateway Help Desk at 1-877-873-7664 between 8:00 a.m. to 8:00 p.m. ET, Monday to Friday, or by e-mail at gateway.helpdesk@bmonb.com.

 

Can I change my User ID?

You can create a personalized User ID at any time to make it easier to remember. However, you can only set up your customized User ID once. If you elect to set up a customized User ID, no changes or edits are permitted.

To set up your customized User ID, follow these steps:

  1. Click on the Profile tab in Account Settings;
  2. Beside User ID click Edit;
  3. Enter your new, unique User ID into the New User ID field;
  4. Click Save.

Note: Your User ID should be between nine and 30 characters in length, and it can include any combination of letters and numbers. However, your email address cannot be used as your User ID.

 

Why can’t I change my User ID?

As part of our recently updated security requirements, we also require that your User ID is, and remains, unique to you. This means that, once you have set up a customized User ID, you will not be able to change it again.

 

Note: Some users may have the option to edit their customized User ID once. If this option was available to you under the Profile tab in Account Settings, it means that your User ID was not unique. Once it was changed to a new and unique User ID, the option to edit it again was removed.

 

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.


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.

 

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 names of my accounts to make it easier to distinguish between them? And can I change the order in which they’re displayed?

You can create a nickname for your account(s) in Gateway to make it easier to distinguish between multiple accounts. You can also select the order in which you would like them to be sorted on the Account Information screen and the Account Summary section of the Home page.

To create a nickname for your account(s):

  1. Click on the Profile tab and then scroll down to the Account Preference/Nickname section;
  2. Enter a name that contains between one and 20 characters in the Account Nickname field next to the account(s) you would like to nickname;
  3. Click Save to enter your selection or click Reset to refresh the screen.

 

To select the order of your accounts:

  1. Click on the Profile tab and then scroll down to the Account Preference/Nickname section;
  2. Next to each account, there is a YES/NO option. Click YES for all accounts you would like to appear in the Account Summary section;
  3. Under Display Order beside each account, select your order preference from the drop down menu;
  4. Click Save to confirm your selection or click Reset to refresh the screen.

 

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.

 

How long are my statements available for viewing online?

Access your BMO Nesbitt Burns account statements securely from anywhere, any time. Your statements are stored electronically on Gateway for up to seven years. Statements are available approximately one to two weeks after the end of each month. Statements will be posted for any month during which there is activity in your account. If there is no account activity, your statement will be posted quarterly. If your statements are not appearing on Gateway, please contact your Investment Advisor.

 

Can I view my BMO Nesbitt Burns account(s) from my BMO Online Banking account?

Yes. You can view all of your BMO Nesbitt Burns accounts from the Home page of your BMO Online Banking account. If you do not see your BMO Nesbitt Burns account(s) there, you can add your account(s) manually. For instructions on how to do so, see the question below.

 

How do I link my BMO Online Banking accounts to my BMO Nesbitt Burns accounts online?

To link your BMO Online Banking accounts to your BMO Nesbitt Burns Gateway accounts, you need your Gateway User ID and password. Then, follow these steps:

  1. Select My Profile & Preferences from the top navigation bar of the BMO Online Banking Website;
  2. Click on Link My Accounts on the left;
  3. Under the My Accounts tab, select Nesbitt Burns Account as the Account Type;
  4. Enter your Gateway User ID/Account Number in the available fields;
  5. Enter your Gateway Password in the space provided;
  6. Check the box indicating that you accept the terms and conditions.
  7.  

    Next, help us verify your identity by following the final three steps:

  8. Enter the Birth Date associated with your Gateway account(s);
  9. Click on Verify Accounts;
  10. Then, click on Submit Request.

By completing these steps, you will be able to view your BMO Nesbitt Burns accounts directly from BMO Online Banking.

 

Can I view my BMO Online Banking account from BMO Nesbitt Burns Gateway?

Currently, it is not possible to view your BMO Online Banking account from BMO Nesbitt Burns Gateway. However, you can view your Nesbitt Burns account(s) from your BMO Online Banking account. For more information, see Can I view my BMO Nesbitt Burns Gateway account from my BMO Online Banking account?.

 

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.


TRADING

 

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.


SECURITY

 

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.



CONNECT WITH US

 


 

If you are a current BMO Nesbitt Burns client, please contact your Investment Advisor for a conversation.
We’re here to help.

 

If you have questions about your Gateway online services, call 1-877-873-7664.

 

 

Select your language


BMO Nesbitt Burns is pleased to announce the launch of our two Chinese-language sites.

Set your language preference now and see how we can provide you with personalized wealth management advice.