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BMO Wealth Connection

Get a full view of your financial life with BMO Wealth Connection. Our planning tool links your accounts, whether they’re at BMO or elsewhere, so you can easily keep up to date on your investments and financial assets. Plus, you can get real-time recommendations and advice to help you meet your wealth goals.

Your wealth: A 360° view

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What you can do:

Connect your accounts and financial information for an organized, consolidated view

Partner with your financial planner to help ensure you’re on target to meet your financial goals

View interactive charts to gain a clear picture of your accounts and investments

Track your expenditures, so you know how much you’re spending and where

See if you’re on target to reach your most important financial goals

Secure and store all your most important documents for quick and easy access

Improve your financial literacy with relevant articles and videos in our education center

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