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Statements
Consolidated Statement
Receive one consolidated monthly statement for all of your Personal accounts at no extra charge and get a:
- Detailed view of the balances and transactions in your chequing, savings and/or
U.S. accounts all on the same statement.
To request a consolidated statement, or to get more information:
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BMO Account Tracker
Use this FREE money management service for a complete picture of your personal finances. This service is available to customers with $25,000 or more invested in BMO Mutual Funds, BMO Term Investments, or a combination of both.
Features
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.
Enrolling is Easy
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