Streamline your investments with a consolidated portfolio

Do your investment statements dominate your mailbox at the end of a calendar year? It’s a common problem for anyone who’s acquired investment accounts at different institutions. But it can also prove a bigger hassle than just managing paper. With investments spread across institutions, it can be difficult to understand if your investments are performing efficiently for your portfolio.

The good news is there’s an easy solution. You can consolidate your investments, which will streamline them and provide a clear picture of where you stand.

Here are the benefits you can expect from consolidating your accounts:

Interested in bringing it all together with BMO InvestorLine?
Learn more about what we to have offer.

Control
With such a variety of investment accounts, can you be sure they’re working together to achieve your goals? By keeping your investments in one place, you can better understand and manage your investment plan, which includes the mix of assets and
risk suitable for your portfolio. You can also optimize online resources to fine-tune your portfolio and act on new opportunities to improve your investments.
 
Flexibility
You’ll receive a single statement showing all your holdings, which makes it easier to adjust your portfolio’s diversity, reduce its risk exposure or perform other important actions to maintain your portfolio’s performance.
 
Savings
Moving your investments to one financial institution gives you more competitive pricing, commissions, and fees from that institution. It’s also the easiest way to meet asset and trading qualifications for select value-added programs.
 
Peace of mind
Combining your investment accounts eliminates multiple statements, confirmation notices and tax forms — along with the unnecessary worry of keeping track of your assets. Instead, everything is in one place for you to access easily.

Do you have an assortment of different investment accounts? Consider consolidating your accounts today. It may be the answer you need to prime your portfolio for future growth.

 

Bring it together with BMO InvestorLine

Here’s why consolidating your assets with BMO InvestorLine makes good financial sense.

Save money
  • $9.95 Flat Fee Pricing* on all electronic trades minimizes your investing cost
  • Exclusive benefits under our Active Trader and 5 Star programs earns you substantial savings on commissions and fees, as well as preferred interest rates
Save time
  • Manage all your investment accounts, including TFSAs and RESPs - all in one place
  • Our Equity and Option Order Entry makes trading fast and simple so you can trade with confidence
  • A single User ID signs you in to all of your accounts
  • MyLink gives you secure access to personalized, relevant and timely financial information specific to you and
    your holdings
  • Benchmark Comparisons hold up your portfolio against nine key indexes
  • The Asset Allocator determines the asset mix that best fits your goals, and the portfolio required to meet them
  • Superior research from third-party experts can inform your investment decisions
  • S&P’s Top Picks from Standard & Poor’s – the world’s foremost provider of investment research, data, and valuations – guide you every step of the way
  • eStatements give you an at-a-glance overview of your investments

This article is prepared as a general source of information. It is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. The information contained in this article is based on sources believed to be reliable, but its accuracy cannot be guaranteed.
*Clients with assets over $100,000.

BMO InvestorLine is a member of BMO Financial Group. ®Registered trade-mark of Bank of Montreal, used under licence. BMO InvestorLine Inc. is a wholly owned subsidiary of Bank of Montreal Holding Inc. Member CIPF and IIROC.