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FAQs
- When does my Account Information get updated?
- How is the Average Cost in my holdings calculated?
- Can I see the Performance Summary of my accounts?
- Why do the TOTALS of the account Holdings, Cash Details and Asset Mix screen fluctuate throughout the day?
- Can I customize the way my account numbers are displayed in Gateway?
- Can I download my account information in a spreadsheet format?
- What is the benefit of the ‘printer friendly’ button on the Holdings screen?
- What is the benefit of the 'printer friendly' button on the Transaction History screen?
- How far back can I view my transactions?
- Can I link my Bank of Montreal accounts to my BMO Nesbitt Burns accounts online?
- Can I link other BMO Nesbitt Burns accounts in Gateway?
- Can I access my BMO Mutual Funds accounts through Gateway?
- What is the best way of printing the Holdings screen?
- What is the best way of printing the Transaction History screen?
- What is a virtual portfolio?
- How frequently do the quotes in virtual portfolio get updated?
- Can I change my virtual portfolio’s name?
| When does my Account Information get updated? Your account information in Gateway gets updated overnight to reflect the previous business day’s market close prices. |
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| How is the Average Cost in my holdings calculated? The average cost used in Gateway is Tax Adjusted Average Cost. This cost reflects the original purchase price per share or unit cost of the security, including commissions. It has been adjusted for currency exchange as well as corporate transactions such as stock splits, spin-offs, and exchanges. |
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| Can I see the Performance Summary of my accounts? Yes. You can view the Performance Summary of your accounts broken down by 3 different reports: Previous Year's Performance Percentage with Average Annual Compound Rate of Return; Monthly/Quarterly and Year-to-date Performance as well as Benchmark Comparison. If you do not see these reports in Gateway please contact your Investment Advisor. |
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| Why do the TOTALS of the account Holdings, Cash Details and Asset Mix screen fluctuate throughout the day? The TOTALS of these screens reflect the total value of the account that is comprised of the Canadian securities and cash values as well as the US. The US balance is converted to Canadian using the mid-exchange rate that gets updated numerous times throughout the day. |
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| Can I customize the way my account numbers are displayed in Gateway? Yes. You can customize your account number/s by choosing a nickname between 1 to 20 characters in length. To customize your account numbers, simply log into Gateway, select the ‘Preferences’ link from the top navigation bar and click on the ‘Account #’ tab. If you have more than one account, you can also select the order in which you would like your accounts to be sorted within the Account Information and Trading screens, as well as on your Account Summary on the Home page. |
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| Can I download my account information in a spreadsheet format? Yes. You can download your account holdings and transaction history into a comma separated file (CSV) that can be opened in spreadsheet applications such as Excel. Simply select the 'Account Information' link from the top navigation bar, go to the 'Holdings' or 'Transaction History' screen, click on the 'Download Data' icon and follow a few easy steps to complete the download. Please contact the Gateway Helpdesk at 1-877-873-7664 for assistance in English or 1-877-873-7665 for assistance in French if you require further information. |
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| What is the benefit of the ‘printer friendly’ button on the Holdings screen? This feature enables you to print your portfolio holdings without the graphics, which results in faster printing. |
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| What is the benefit of the 'printer friendly' button on the Transaction History screen? This feature enables you to print your past transactions without the graphics, which results in faster printing. Please note that this feature is only available if there are past transactions in your account. |
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| How far back can I view my transactions? You can view 16 months of past trades and security transactions as well as 4 months of past cash, interest and dividend transactions. To view your past transactions, click on the ‘Account Information’ link located at the top navigation bar and then click on the ‘Transaction History’ tab. |
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| Can I link other BMO Nesbitt Burns accounts in Gateway? You need to contact your Investment Advisor to link other BMO Nesbitt Burns accounts in Gateway for you. |
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| Can I access my BMO Mutual Funds accounts through Gateway? Yes. In order to access your BMO Mutual Funds account, please click on https://www.bmomutualfunds.com, enter your account number and password, then click on the 'Sign In' button. If you have forgotten your password, or if you are locked out, please call the BMO Investment Centre at 1-800-665-7700 to reset your password. If you have not registered for online access to your BMO Mutual Funds account and wish to do so, please contact your Investment Advisor who will request you to complete a form in order to provide you with Internet access. |
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| What is the best way of printing the Holdings screen? To print the Holdings screen click on the ‘Printer Friendly’ icon located above the buying power total. Please note the printer friendly version of the Holdings screen is stripped of any graphics for fast and efficient printing. |
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What is the best way of printing the Transaction History screen? To print the Transaction History screen click on the ‘Printer Friendly’ icon located to the right of the ‘Download Data’ icon. The printer friendly version of the Transaction History screen is stripped of any graphics for fast and efficient printing. Please note that this feature is only available if there are past transactions in your account. |
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| What is a virtual portfolio? The Virtual Portfolio function in Gateway allows you to create and track a list of securities outside of your actual holdings. This is an easy and convenient way for you to keep an eye on securities you do not own but may be interested in purchasing in the future. |
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| How frequently do the quotes in virtual portfolio get updated? Virtual portfolio quotes are 20-minute delayed. |
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