Reviewing Your BMO InvestorLine Account Holdings

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At times, such as before you purchase a new investment for your BMO InvestorLine account, you may wish to review your holdings. For example, if you spot a short-lived opportunity to buy TD at $78.99 and you want to add it to your existing holdings, you’d better make sure which account you bought that original TD in all those years ago. Here’s how.

You may have a variety of accounts with BMO InvestorLine:

  • a non-registered regular trading account with BMO
  • a TFSA account
  • a RRSP account, and
  • a RESP account

Before you purchase shares, you will need to choose which account they will be held in and make sure the money is in that account ready to settle the trade.

If your contribution room is zero for a TFSA, RRSP, RESP or other registered account, remember you can not simply add more cash to the account. In that case you would have to sell another investment to be able to re-invest the cash into a new set of shares.

To review your choices, it’s best to login to your account.

How to Review your Holdings in a BMO InvestorLine Account

  1. Go to BMO InvestorLine at: https://www.bmoinvestorline.com/
  2. To sign in to your BMO InvestorLine account/s:
    1. In the User ID or Account # field, type your account number or
      if you have grouped your accounts under one User ID, type your User ID.
    2. In the Password field, type your password.
    3. Click on the Go button.
  3. From the drop-down list on the right side of the screen, select which account you wish to make the purchase in.
    For example, I selected my RRSP account.
  4. To quickly review your account, under the My Portfolio tab, click on Holdings.
  5. You can check the Cash Balance in your account and the status of your other investments.
  6. When you are done, click on the Sign Out link.
  7. For increased security, close your browser session.

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Have you ever found any surprises when you checked your Holdings for a BMO InvestorLine account? Did you ever keep a hawk-like watch waiting for the new shares from a split to appear? Please share your experiences with a comment.