Gateway Advantages

• view your holdings in detail in each of your individual accounts or in one consolidated view;
• view Performance Summary reports such as: Previous Year's Performance Percentage; Average Annual Compound Rate of Return; Monthly/Quarterly and Year-to-date Performance as well as Benchmark Comparison.
• check past and current transactions
• download your holdings and transaction history information into applications such as Microsoft Excel;
• view tax-adjusted average cost and unrealized gain/loss information;
• establish and monitor virtual portfolios;
• access prices on quotable securities and obtain customized charts on securities and indices;
• see the latest news on companies in your portfolios
• access prices on quotable securities;
• view a customizable summary of the US and Canadian values of your accounts on the Gateway Home screen;
• personalize the naming of your accounts for immediate recognition and define the order in which you view them;
• directly link to their Investment Advisor's personal website and e-mail address:
• access BMO Nesbitt Burns' top-ranked¹ equity research², webcasts, and proprietary mutual fund research, as well as independent third party equity research.

Take a tour to learn more about Gateway and its features or contact an Investment Advisor at a BMO Nesbitt Burns branch near you.

If you would like a BMO Nesbitt Burns Investment Advisor to contact you, simply complete this brief contact form.

¹ Online research through Gateway is available to qualifying clients. Ask your BMO Nesbitt Burns Investment Advisor for further information.
² Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.