BMO Wealth Management IOL vs CIBC Private Wealth Management Usage & Stats
The Investment Online app allows BMO Wealth Management clients to review holdings and transactions for their trust and investment accounts. Enjoy the same features our desktop experience offers to include:
- access a dashboard view of all your trust and investment accounts
- view holdings at a relationship or invdividual account level
- view and sort transactions by date range and transaction type
- view gains and loss for current and previous calendar year
BMO Wealth Management is a brand name that refers to BMO Harris Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, securities, insurance and brokerage products and services.
Investments are: NOT FDIC INSURED - NOT BANK GUARANTEED – NOT A DEPOSIT - MAY LOSE VALUE
- Apple App Store
- Free
- Finance
Store Rank
- -
Convenient and secure access to your trust and investment information wherever you are with the CIBC Private Wealth Management (Int Cust) mobile app. The app provides a snapshot of your total wealth, making it easy for you to share information with your trusted advisor, making informed financial decisions based on your goals.
Key features include:
- A secure environment, protecting your information.
- Access to your financial information in a clear and simple format.
- Use of your fingerprint as a convenient and secure way to sign in.
- A snapshot of your total portfolio on an aggregated basis or by individual account.
- Detailed holdings information.
- Recent trade activity and transactions.
- Apple App Store
- Free
- Finance
Store Rank
- -
BMO Wealth Management IOL VS. 
CIBC Private Wealth ManagementJanuary 3, 2025