BMO Term Investments

Every month, you will receive one consolidated monthly statement that includes details of your BMO Mutual Funds, BMO Term Investments and BMO Bank of Montreal Personal Accounts that you choose to include in your BMO Account Tracker statement:
A detailed view of your BMO Bank of Montreal Personal Account balances and transactions.Monthly investment reporting for BMO Mutual Funds and BMO Term Investments accounts. The support of a Financial Services Manager who can answer your questions and make investment recommendations.Online access to your BMO Account Tracker account information and the option to purchase BMO Mutual Funds and BMO Term Investments online.

There's no need to make any changes to your existing accounts. You can include any of the following accounts in your BMO Account Tracker statement:Canadian and U.S. dollar chequing and savings accounts.Canadian and U.S. dollar non-registered BMO Mutual Funds and BMO Term Investments.Registered BMO Mutual Funds and BMO Term Investments including RRSPs, RRIFs, LIRAs, LRIFs and LIFs.BMO Intuition RESPs.Personal loan balances.

For greater convenience, include other people's Accounts with your monthly statement, such as your spouse, children or parents. To do this, you and the other Account holder(s) must provide the necessary authorization when you visit your branch to enrol in BMO Account Tracker.