BMO Private Bank

Investment Online

Continued

With BMO Private Bank Investment Online, it’s easy to get a clear, up-to-date snapshot of your investment portfolio and trust accounts anywhere you have Internet access. It’s a quick, convenient, easy-to-use tool for monitoring your finances.

With Investment Online, you can:• View account summaries, detailed investments, transaction history and the

total market value of your accounts

• Easily download data into Quicken™ and Microsoft Excel™

Easy to use reportsYou can select from a number of useful reports that allow you to view your investment portfolio:

My Accounts My Accounts is the initial page after logging into Investment Online. The screen displays a list of the accounts you can access, a graphical snapshot of your accounts categorized by asset type, and the last five transactions for your accounts.

• My Accounts

• Account Summary

• Transaction History

• Holding Detail

• Realized Gain/Loss Summary

• Tax Lot Detail

• Consolidated Account Summary

• Electronic Copies of Client Statements

• Consolidated Investment Detail

Within these reports, you can select the specific accounts and time period that you want to review. In addition, you can choose to view the information in a variety of formats.

Your security is important to usBMO Private Bank is committed to providing a secure online experience. BMO Private Bank safeguards customer information by maintaining physical, electronic and procedural safeguards that comply with federal standards.

Part of our complete web servicesTo gain access to your trust and investment account information online, please contact your client service team.

BMO CTC | myCFO

BMO Private Bank

BMO Family Office

BMO Harris Financial Advisors

Investment Online

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.Investment Products are: NOT FDIC INSURED – NOT BANK GUARANTEED – NOT A DEPOSIT – MAY LOSE VALUE.BMO Private Bank is a brand name used in the United States by BMO Harris Bank N.A. Member FDIC. Not all products and services are available in every state and/or location. ™Microsoft Excel is a trademark of Microsoft Corporation.™Quicken is a trademark of Intuit Corporation.C11# 6325663 ©BMO Financial Group (11/17)

BMO CTC | myCFO

BMO Private Bank

BMO Family Office

BMO Harris Financial Advisors

Account Summary Account Summary displays a snapshot of your account categorized by asset type. For each asset type — such as equity and fixed income — market value, allocation percentages and a graphic representation are displayed. You can also see information for pending trades, realized gain/loss, and estimated annual income.

Transaction History Transaction History lists the transaction activity for the period you select. It includes descriptions, dates, type of activity, unit, and cash amounts. Click on the transaction to get more detailed information. Click on any column heading to reorder the entries.

Holdings Detail This section provides your account’s individual security positions. You can see more information for the position by clicking on that asset. You may customize the contents of the report by clicking the “All Holdings” button and specifying the assets to include. To reorder the positions, just click on the column heading.

Navigation Menu There are three horizontal lines in the upper left hand corner of all Investment Online screens. When you click on this icon, the navigation menu will appear.