BMO Wealth Management IOL

~300 - 600
6 ratings

BMO Wealth Management IOL Summary

BMO Wealth Management IOL is a iOS app in the Finance category, developed by BMO Bank National Association. First released 5 years ago(Sep 2020), the app has 6 ratings with a 3.67★ (average) average rating.

Store info: Last updated on App Store on Apr 18, 2024 .


3.67★

Ratings: 6

5★
4★
3★
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1★

Screenshots

App screenshot
App screenshot
App screenshot

App Description

The Investment Online app allows BMO Wealth Management clients to review holdings and transactions for their trust and investment accounts. Enjoy the same features our desktop experience offers to include:
- access a dashboard view of all your trust and investment accounts
- view holdings at a relationship or invdividual account level
- view and sort transactions by date range and transaction type
- view gains and loss for current and previous calendar year
BMO Wealth Management is a brand name that refers to BMO Harris Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, securities, insurance and brokerage products and services.
Investments are: NOT FDIC INSURED - NOT BANK GUARANTEED – NOT A DEPOSIT - MAY LOSE VALUE