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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


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

Contact us

Call us


Monday through Friday (excluding holidays) 7:30 a.m. to 7:00 p.m. Central Time

Find an advisor or office

Use our easy locator tool to find an advisor who can help you with your wealth management needs.

Find a BMO Investment Services financial advisor

Under $2 million in investible assets

Find a BMO Wealth Advisor

For those above $2 million to $100 million or more in investible assets

Let us contact you

Schedule a call with one of our wealth advisors.

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This allows us to match you with the wealth advisor who can best address your needs.
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