Description
BMO Wealth Management IOL
Overview
The BMO Wealth Management IOL app is designed to provide clients with a convenient way to review holdings and transactions for their trust and investment accounts. With a user-friendly interface and a range of features, this app offers a seamless experience for managing your finances on the go.
Features
- Access a dashboard view of all your trust and investment accounts
- View holdings at a relationship or individual account level
- View and sort transactions by date range and transaction type
- Check gains and losses for the current and previous calendar year
About BMO Wealth Management
BMO Wealth Management is a trusted brand that includes BMO Harris Bank N.A. and its affiliates, offering a range of investment, advisory, and banking services. When you use the BMO Wealth Management IOL app, you can rest assured that your financial information is secure and accessible at your fingertips.
Download Now
Get the BMO Wealth Management IOL app for Android today and take control of your finances with ease. Best of all, it's free to download!
For more information, visit BMO Wealth Management IOL on Google Play.
User Reviews for BMO Wealth Management IOL 1
-
for BMO Wealth Management IOL
BMO Wealth Management IOL app provides a convenient way for clients to monitor trust and investment accounts. Dashboard view and transaction details are insightful.