BMO Wealth Management IOL vs Extend for BMO Utilisation & 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
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BMO Corporate clients can now make and manage payments using the Extend for BMO app. In this easy-to-use app, you can instantly create and send secure virtual cards to anyone in your network, improve oversight of spending, and automate reconciliation.
Key features:
• Instantly create and send virtual cards from your BMO Corporate Card
• Set spending limits, active dates, and more
• Assign reference codes and upload attachments for better expense management
• Get real-time updates on spending activity and know who’s spending what and where
• Streamline expense processes and automate reconciliation
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- Finance
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BMO Wealth Management IOL VS. 
Extend for BMOjanvier 23, 2026