UPDATE: In January 2021 using MyLink to send messages to BMO InvestorLine staff was suspended “temporarily” as BMO switched to telephone support only during the Covid-19 pandemic. InvestorLine would still send secure messages through MyLink to clients but would not accept messages sent from clients. This limitation is STILL in place in January 2023! I do not know if or when they will re-activate the Send function. I hope they do as using the phone is not convenient.

I like to write my brokers to ask questions, so that I have a written transcript of what I wanted to know and what they said. I find there is less confusion if my question is clearly set out in writing, and there is less chance of me misunderstanding the answer if I can re-read it several times. Here’s how you can use MyLink to send a secure email to InvestorLine, too.

One of the features offered by BMO InvestorLine to its customers is the MyLink secure email service. After you have logged in to your InvestorLine account, you can write an email message and send it to the customer service group using MyLink instead of using your regular email service.

Written: 2014
Reviewed: 2023
Revised: 2023

Using MyLink to Send an Email to BMO InvestorLine

In January 2023, the MyLink Send Us a Message tab was removed from the MyLink page. Prior to that, this is how you could send a message:

1. Login to your InvestorLine account.
2. From the list of links on the top line of the screen click on MyLink.
3. Click on the Send Us a Message tab.
   The program automatically adds your name and account number and the date to the start of the message.
4. In the Subject field, type a description of your question or comment.
5. From the Category list, click to select to which department you think your email should be sent. The choices may include:
   • Account Administration
   • Holdings / Asset Inquiry
   • Document Requests
   • Corporate / Issuer Distribution
   • Fees and Commissions
   • Transfers Inquiry
   • Registered Account Inquiries
   • Trade Inquiries
   • Product and Services
   • Web Support
   • Suggestions or Compliments
   • Complaints and Concerns
   • Other
6. In the Message field, type your note.
   Be careful not to click on the Clear button or you will erase your entire message.
7. When you are sure you are finished, click on the Send button.

A copy of the message will be saved in your Sent Messages file. To see it, click on the Sent Messages tab.

Sent messages will be automatically deleted after 90 days. If you want a permanent copy of your message, you have to print it, or save it electronically before the 90 days limit.

Receiving and Reading Messages from MyLink

To review your received messages, click on the Inbox tab.

The messages are described by the following

• From
• Subject
• Action Required (as indicated by a N or Y)
• Received (the date received in your Inbox)
• Expires (the date BMO will automatically delete the message from your Inbox)
• Account (the account the message refers to, for example your RRSP or TFSA account number)

You can sort your messages using each of these descriptions. For example, you can sort them by date received or by the account to which they refer.

Watch Out for Expiry Dates and Automatic Deletion of Messages from MyLink

To reduce storage space, BMO sets an expiry date on each message sent and received by you. You can’t change this expiry date.

Their help function states: “If you want to keep a permanent record of any message, you can print it using your browser’s print function, or cut and paste the text into a word processing program and save it.”

If you need to keep a message for tax reasons or perhaps to prove what advice you received, make sure to print a copy and/or electronically save a copy.

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Have you used MyLink? What did you think? Does your brokerage have a similar service? Please share your experiences with a comment.