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Online Access
With online access, you can:
- Review your BMO Mutual
Funds account
- Check your balance,
recent transactions and current unit values at your convenience, night or day
- Purchase, switch and
redeem BMO Mutual Funds
- Update your investment
objectives
- View daily fund prices
To sign up for online access:
- If you are a BMO Mutual Funds customer and a BMO Bank
of Montreal customer, contact the BMO
Investment Centre at 1 800 665-7700
to set up your online account access and link it to your BMO Bank of
Montreal account
- If you are a BMO Mutual Funds customer but not a BMO
Bank of Montreal customer, visit your local BMO
Bank of Montreal branch to either open a BMO Bank of Montreal account, or have your non-BMO Bank of Montreal account linked to your BMO Mutual Funds account
You'll need:
- Two pieces of identification (such as a drivers
license, passport, citizenship card, birth certificate)
- A void cheque from your non-BMO Bank of Montreal
account
- Your BMO Mutual Funds account number
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