Meridian Program

• Features & Benefits
• Portfolio Information
• Research
• Online Trading
• Fees
• Open an Account

Investment Solutions

Portfolio Information
BMO Nesbitt Burns Meridian Program® clients have automatic and unlimited access to BMO Nesbitt Burns Gateway, our online client information centre.

You can:

• View your BMO Nesbitt Burns accounts on a near real-time basis.
• Track your investments and view the tax-adjusted average cost and gain/loss on your portfolio holdings.
• Review your asset allocation for each account, or choose a consolidated listing of all of your account holdings. The Asset Mix feature quickly sorts your assets into categories, giving percentages and market values.
• Review your current and past RRSP contributions.
• View current and historical charts, news, real-time quotes and fundamental data before making a purchase decision.
• Create a Virtual Portfolio to track prospective stocks, options and mutual funds.
• Communicate easily with your BMO Nesbitt Burns Investment Advisor through Gateway's Message Centre.

For more information, 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.