The latest BMO Real Financial Progress Index reveals current mortgage rates are keeping many Americans from buying a home with 64 percent saying they are waiting on rates to drop… Read more
BMO recently announced the results of our 2023 Digital Banking Survey, highlighting North Americans’ reliance on, and attitudes toward, the digital banking capabilities available to them. The survey, conducted in… Read more
The latest BMO Real Financial Progress Index revealed more than three-quarters of Americans (77 percent) wish they had greater financial literacy pertaining to core financial topics such as saving and… Read more
A special report from the BMO Real Financial Progress Index focusing on women and financial confidence found a stark contrast regarding how women and men feel about one of life’s… Read more
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Notice to Customers
To help the government fight the funding of terrorism and money laundering activities, federal law (USA Patriot Act (Title III of Pub. L. 107 56 signed into law October 26, 2001) requires all financial organizations to obtain, verify and record information that identifies each person who opens an account. When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask you to provide a copy of your driver's license or other identifying documents. For each business or entity that opens an account, we will ask for your name, address and other information that will allow us to identify the entity. We may also ask you to provide a copy of your certificate of incorporation (or similar document) or other identifying documents. The information you provide in this form may be used to perform a credit check and verify your identity by using internal sources and third party vendors. If the requested information is not provided within 30 calendar days, the account will be subject to closure.
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Please review the privacy and security policies of web sites reached through links from BMO web sites. This information is not intended to be tax or legal advice. This information cannot be used by any taxpayer for the purpose of avoiding tax penalties that may be imposed on the taxpayer. This information is being used to support the promotion or marketing of the planning strategies discussed herein. BMO Bank N.A. and its affiliates do not provide legal or tax advice to clients. You should review your particular circumstances with your independent legal and tax advisors.
