BMO Bank of Montreal

BMO Bank of Montreal
BMO Financial Group

BMO Financial Group

April 09, 2012 10:11 ET

BMO InvestorLine Offers Clients New Features to Monitor and Manage Portfolio Holdings and Performance

- BMO InvestorLine named top bank-owned online broker for 2011 by The Globe and Mail

TORONTO, ONTARIO--(Marketwire - April 9, 2012) - BMO InvestorLine recently introduced additions to the Holdings section, improving the way for clients to view and manage their holdings. The new features offer:

  • Quick access to timely and in-depth information on their holdings;
  • Ability to categorize holdings by asset class, sector allocation and settlement currency
  • A clearer picture of their portfolio's performance in one central location.

"We're committed to providing investors with the tools and resources needed to help them make better investing decisions," said Cesar Rainusso, Vice President, BMO InvestorLine. "The new offerings announced today are just the latest in a series of products and enhancements we've introduced throughout the year, such as new equity research reports, newsletters and screeners."

The latest enhancements include:

Easy access: In one central and convenient location, under 'My Holdings', clients are able to view timely information on all securities and cash balances featured within their portfolio.

Categorized holdings: Clients are able to categorize holdings by asset class to view asset allocation and sector allocation of their equities. Securities can also be grouped by settlement currency, sorting investments by any currency held within the portfolio.

A clear picture: Clients can get an overview of their portfolio's performance including current market value, information on unrealized gains/losses and totals for each asset class and the entire portfolio.

Additional information: Clients will have quick access to detailed data for each security held within their portfolio, such as annualized income and dividend yield income.

Visit BMO InvestorLine at

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About BMO InvestorLine

BMO InvestorLine is a leading online investing service which provides self-directed investors with efficient trade execution for a wide range of investments, including stocks, options, bonds, GICs and mutual funds. Clients have access to trading, quotes and account information 24 hours a day through a website or Automated Telephone Trading. BMO InvestorLine also provides users with third party research, along with leading edge tools that are informative and easy to use. As an all-in-one investment source, it is a constantly evolving, cost-efficient platform that is fully compatible with tablets.

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