Gateway® User Guide - BMO Bank of Montreal

Gateway® User Guide - BMO Bank of Montreal
BMO NESBITT BURNS
Gateway® User Guide
An Online Standard in Connectivity
Gateway® User Guide |
Table of Contents
Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Research
Signing into Gateway . . . . . . . . . . . . . . . . . . . . . . . . 3
Research in Gateway. . . . . . . . . . . . . . . . . . . . . . . . . 18
Ensuring the Security of Your
Account Information in Gateway. . . . . . . . . . . 4
BMO Nesbitt Burns’ Equity Research –
Comments/Reports. . . . . . . . . . . . . . . . . . . . . . . 19
Suspending Your Gateway Password. . . . . . . . . . 4
Covered Companies List . . . . . . . . . . . . . . . . . . . . . 20
Changing Your Temporary Gateway
Login Password. . . . . . . . . . . . . . . . . . . . . . . . . . . 5
BMO Nesbitt Burns’ Equity Research –
Summary of Changes . . . . . . . . . . . . . . . . . . . . . 20
Helpful Hints About Gateway
Symbol Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Quick Link to Market Information . . . . . . . . . . . . . 6
Quick Link to Research . . . . . . . . . . . . . . . . . . . . . . . 7
Emailing Your Investment Advisor
from Gateway . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Viewing Your Investment Advisor’s
Website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Viewing Summary of Changes Research . . . . . . . 21
BMO Nesbitt Burns’ Equity Research –
Datascan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Viewing Datascan Research . . . . . . . . . . . . . . . . . . 22
Webcasts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Viewing Third Party Equity Research. . . . . . . . . . 23
Viewing Model Portfolios. . . . . . . . . . . . . . . . . . . . . 23
Trading
Exchange Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Viewing the Current Status of Your Trades. . . . . . 24
The Gateway Home Screen
Order Status Definitions. . . . . . . . . . . . . . . . . . . . . . 25
Message Centre . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Virtual Portfolios
Account Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
What is a Virtual Portfolio? . . . . . . . . . . . . . . . . . . . 26
Market Watch on Your Home Page. . . . . . . . . . . . . 10
Modifying Your Virtual Portfolio . . . . . . . . . . . . . . 26
News Headlines on Your Gateway Home Page . . 10
Adding a Security to Your Virtual Portfolio . . . . . 27
Account Information
Removing a Security From Your
Virtual Portfolio. . . . . . . . . . . . . . . . . . . . . . . . . . 27
Accessing Your Account Information . . . . . . . . . . 11
Viewing Your Holdings. . . . . . . . . . . . . . . . . . . . . . . 11
Market Data
Downloading Your Holdings. . . . . . . . . . . . . . . . . . 12
Viewing Market Data in Gateway. . . . . . . . . . . . . . 28
Printing Your Account Holdings. . . . . . . . . . . . . . . 12
Customizing Charts in Gateway. . . . . . . . . . . . . . . 29
Accessing Your Transaction History . . . . . . . . . . . 13
Preferences
Viewing Past Transactions in Your Account/s. . . 13
Gateway Custom Features. . . . . . . . . . . . . . . . . . . . 30
Downloading Your Transaction History. . . . . . . . 14
Modifying Your Gateway User ID. . . . . . . . . . . . . . 30
Obtaining 20-minute Delayed Quotes
on Your Holdings. . . . . . . . . . . . . . . . . . . . . . . . . 14
Modifying the Display of Your
Account Number/s . . . . . . . . . . . . . . . . . . . . . . . 31
Viewing Your Account’s Cash Details. . . . . . . . . . 15
Modifying Your Gateway Login Password . . . . . . 31
Viewing Your Account’s Asset Mix. . . . . . . . . . . . . 15
Selecting News Categories for Your Home Page. . 32
Viewing Tax Information Pertaining to
Your RRSP or RRIF Account/s. . . . . . . . . . . . . . 16
Customizing Your New Research Alert. . . . . . . . . 32
Performance Summary. . . . . . . . . . . . . . . . . . . . . . . 16
eServices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Changing Your Language Settings. . . . . . . . . . . . . 33
Statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
?
For Gateway technical support, please contact the Gateway Helpdesk at
1-877-873-7664 or via e-mail at gateway.helpdesk@bmonb.com
1
Gateway® User Guide |
Introduction
BMO Nesbitt Burns Gateway is our online
client information centre that provides instant
access to a wealth of account information,
allowing you to:
• turn off paper statements ;
1
• view all your holdings in detail – twenty
four hours a day – in each of your individual
accounts or in one consolidated view;
• check past and current transactions –
transaction history provides 16 months
of past activity (four months of cash
transactions);
• view tax-adjusted average cost and
unrealized gain/loss information on the
securities you own;
• establish and monitor virtual portfolios;
• view a customizable summary of the US and
Canadian values of your accounts on the
Gateway Home screen;
• personalize the naming of your accounts for
immediate recognition and define the order
in which you view them;
• access BMO Nesbitt Burns’ equity research2,
independent third party equity research, and
much more.
Most importantly, Gateway enables you to
be completely connected to your Investment
Advisor. You will be provided with the
information and online tools needed to share
ideas, communicate on an ongoing basis,
and ultimately, make the most appropriate
investment decisions together.
• obtain customized charts on securities and
indices;
For step-by-step instructions on how to use
• see the latest news on companies in your
portfolio or that you are monitoring;
guide, or visit our online help located at the
Gateway, refer to the relevant section of this
top right corner of every Gateway screen.
• access prices on quotable securities;
• download your holdings and transaction
history information into applications such as
Microsoft Excel;
1
Only account owners are authorized to change their statement delivery option. Entity (e.g. corporate) accounts cannot change statement
delivery preferences.
2
Online research through Gateway is available to qualifying clients. Ask your BMO Nesbitt Burns Investment Advisor for further information.
2
Gateway® User Guide |
3
Signing into Gateway
Gateway Site Location
Gateway is located at: https://gateway.
bmonesbittburns.com
Tip
Typing ‘www’ before ‘gateway.
bmonesbittburns.com’ will result
in a “Page Cannot be Found” error
message.
Signing into Gateway
1
2
3
4
1
Enter your User ID in the
‘User ID’ field.
2
Enter your 6-30 character
password in the ‘Password’ field.
3
Choose the area you would like
to access in Gateway.
4
Click on the
button to access
Gateway and its features.
Gateway® User Guide |
4
Ensuring the Security of Your Account Information in Gateway
BMO Nesbitt Burns Gateway uses
Entrust Certification Authority. This
allows BMO Nesbitt Burns to use
128-bit encryption with clients using
Firefox 1.0 or higher and Microsoft
Internet Explorer 6.0 or higher in
Canada, the US and around the world.
128-bit encryption technology is
the most secure form of encryption
currently available in North America.
To learn more about how we protect the
security of your account information
in Gateway, click on the ‘Important
Security Information’ link located on
the Gateway Sign-In screen.
Suspending Your Gateway Password
For your protection, your password will
be suspended if it is entered incorrectly
three consecutive times. If your login
password has been suspended and
you have already signed into Gateway
at least once, you can contact the
Gateway Helpdesk at 1-877-873-7664
to have your password reset. You will
need to provide the Gateway Helpdesk
analyst with the correct answer to your
security question in order to verify
your identity. If you have never signed
into Gateway and your password has
been suspended, you can contact
your Investment Advisor to reset your
password.
Did you know?
Encryption is a means of scrambling
information between your PC and
BMO Nesbitt Burns’ computing
systems. Information that is encrypted
at one end is decrypted (decoded)
upon receipt at the other end.
Gateway® User Guide |
Changing Your Temporary Gateway Login Password
1
5
For security reasons, when you sign
into Gateway for the first time, you will
need to change the temporary password
sent to you by your Investment Advisor.
You will also be required to enter a
security question and answer that will
be used by a Gateway Helpdesk analyst
to verify your identity in the event that
your password needs to be reset. You
will need to enter a new password and a
security question and answer every time
your password is reset.
2
3
1
Enter the temporary password
provided to you by your
Investment Advisor or the
Gateway Helpdesk in the
‘Temporary Password’ field.
2
Enter a new password between
6- 30 characters in the ‘New
Gateway Password’ field. Your
new password must be different
than your temporary or previous
passwords.
3
Re-enter your new password in the
‘Confirm New Password’ field.
4
Enter a security question in the
‘Question’ field. This security
question will be used by the
Gateway Helpdesk in the event that
you need to reset your password.
5
Enter the answer to your security
question in the ‘Answer’ field.
6
Re-enter the answer to your
security question in the ‘Confirm
Answer’ field.
7
Click on the ‘Submit’ button.
4
5
6
7
Tip
Input a security question with a one
word answer that will be easy for you
to remember but difficult for others to
guess. We strongly suggest not creating
a question and answer involving time
and dates, as they can be more difficult
to remember.
Gateway® User Guide |
6
Helpful Hints About Gateway
Symbol Search
2
1
3
The Symbol Search
icon displayed
throughout the Account Information,
Trading, Market Data and Virtual
Portfolio screens, allows you to search
for the symbol of a North American
stock or mutual fund.
4
5
Quick Link to Market Information
1
Click on the
located next to the
‘Symbol’ field. A ‘Symbol Search’
window will appear.
2
Select the exchange type of the
security you are looking for from
the ‘Exchange’ drop-down menu.
3
Enter the company name of the
security you are looking for in the
‘Search String’ field.
4
Click on the ‘Search’ button to
display a list of potential matches.
5
Click on the symbol hyperlink to
select a symbol.
The Market Data
icon displayed
throughout the Account Information
and Virtual Portfolio screens allows
you to view 20-minute delayed quotes,
customizable charts and up-to-date news
on equities as well as 20-minute delayed
quotes on options and mutual funds in
your holdings and virtual portfolios.
Click on the
icon next to a security in
your holdings or virtual portfolio to view
the market data for the corresponding
security.
Gateway® User Guide |
7
Quick Link to Research
Gateway alerts you whenever there
is new BMO Nesbitt Burns equity
research available on Canadian or
US equities and mutual funds in the
Account Information, Virtual Portfolio
and Market Data screens.
Click on the
icon to view new
research reports on the corresponding
security.
Did you know?
You can customize your definition
of “new” BMO Nesbitt Burns Equity
research that has been published in
the last 1 to 99 days. Please refer to the
‘Preferences’ section of this guide for
step-by-step instructions.
Emailing Your Investment Advisor from Gateway
Gateway makes communicating with
your Investment Advisor easy, allowing
you to e-mail your Investment Advisor
from virtually every screen.
1
2
1
Click on the ‘Contact My IA’ link
located a the top right corner of
most Gateway screens.
2
A window will appear listing the
e-mail recipient(s) from your
Investment Advisor’s office,
including your Investment
Advisor. Select the name(s) of
the e-mail recipient(s) and click
‘Send’.
If the ‘Contact My IA’ link is
not displayed on your Gateway
screens or your Investment
Advisor is not listed in the window,
please contact your Investment Advisor
to have this feature added.
Gateway® User Guide |
8
Viewing Your Investment Advisor’s Website
If your Investment Advisor has a
personal Website, you can connect it
through virtually every Gateway screen.
1
Click on the ‘View IA Website’ link
located at the top right corner of
most Gateway screens.
2
A window will appear with a
link to your Investment Advisor’s
personal Website.
1
2
The ‘View IA Website’ link will
only be displayed in Gateway if
your Investment Advisor has a
personal Website.
Exchange Rates
Gateway allows you to view midexchange rates on 9 different currencies,
updated throughout the business day.
1
1
Click on the ‘Exchange Rates’ link
located at the top right corner of
your Account Information, Virtual
Portfolio, Trading, and Market
Data screens.
2
A window will appear with
current mid-exchange rates.
2
Did you know?
The mid-exchange rate is the average of
the buy and sell rate for each currency.
Gateway® User Guide |
9
The Gateway Home Screen
Message Centre
A
The Message Centre displays
messages that have been sent to
you by your Investment Advisor or
BMO Nesbitt Burns. When a new
message has been sent to you, it
will be marked with a
icon.
B
You can respond to your Investment
Advisor directly from the Message
Centre by clicking on the ‘E-mail
My Investment Advisor’ link.
C
After a message has expired, it
will be archived in the ‘Message
History’ screen. To view your
archived messages, click on the
‘Message History’ link.
A
B
C
Did you know?
When a message has been modified
by your Investment Advisor or BMO
Nesbitt Burns, it will be marked as an
.
Account Summary
The Account Summary allows you to
view a summary of the Canadian and
US portfolio values in your individual
and combined accounts.
1
1
Click on the ‘Account’ hyperlink to
view the detailed holdings of the
corresponding account.
2
2
Click on the ‘Total’ hyperlink
located on the bottom of the Account
Summary to access a consolidated
view of all your accounts’ holdings.
Did you know?
You can choose to display all, some,
or none of your accounts in your
Account Summary. Please refer to the
‘Preferences’ section of this guide for
step-by-step instructions.
Gateway® User Guide |
10
Market Watch on Your Home Page
The Market Watch section gives you
an overview of the value and intra-day
changes for each of the major indices.
1
1
Click on the
icon beside the
index of your choice.
2
A corresponding chart will appear
at the bottom of the Market Watch
section.
2
News Headlines on Your Gateway Home Page
The News section displays the three
most recent headlines in news categories
of your choice. You can select up to three
news categories from a list of 27.
For details on how to select the
categories displayed in the News section
of your Gateway Home screen, please
visit the ‘Preferences’ section of this
guide.
Gateway® User Guide |
11
Account Information
Accessing Your Account Information
To help you stay on top of your
investments, Gateway gives you
immediate access to various
information relating to your portfolio.
This can be accessed within Gateway or
from the sign-in page. Within Gateway:
1
3
1
Click on the ‘Account Info’ link from
the top navigation bar to access the
Account Information screens.
2
Your account Holdings will appear
by default.
3
Your account Holdings information
will reflect intraday as well as the
previous business day’s close, just
select the appropriate radio button.
2
To access ‘Holdings’ directly from
the sign-in page: Enter your userid
and password, select ‘Holdings’
from the ‘Go Direct’ options (you can
also choose ‘Intraday Holdings’) then
click on the
button.
Viewing Your Holdings
A
C
B
D
A
You can view your account
holdings in a single account or on
a consolidated basis. Click on the
‘Account’ drop-down menu for a
list of accounts.
B
Choose the order in which your
account holdings are displayed.
By default, they will be sorted by
Currency. Click on the ‘Sort By’ dropdown menu to change the sort order.
C
You have the option of filtering
your holdings by currency. Click
on the ‘Currency’ drop-down menu
to filter your holdings by currency.
D
When viewing on a consolidated
basis, if you have multiple account
types (i.e. cash, margin, etc.) you
have the option of filtering your
holdings by account type. Click on the
‘Account Type’ drop-down menu to
filter your holdings by account type.
Gateway® User Guide |
12
Downloading Your Holdings
Gateway allows you to download your
account holdings to applications such
as Microsoft Excel. Downloading this
information will allow you to chart,
organize and store your account
holdings by date and time.
1
2
1
Click on the
link
located on your Holdings screen.
2
A legal disclaimer window will
appear. Read the disclaimer and
click on the ‘Accept’ button to
proceed with the download or
click on the ‘Cancel’ button to
cancel the download.
3
If you clicked on the ‘Accept’
button, you can complete the
download by following the steps
required by your browser. These
steps may vary depending on the
browser you are using.
4
For further assistance, please
contact the Gateway Helpdesk at
1-877-873-7664.
Printing Your Account Holdings
2
1
Gateway allows you to print your
holdings without the colour and
graphics, resulting in faster and more
efficient printing.
1
Click on the
link
located on your Holdings screen.
2
Click on the printer icon in your
browser’s top navigation bar to
complete the printing.
Gateway® User Guide |
13
Accessing Your Transaction History
Gateway allows you to view sixteen
months of past trades and security
transactions and four months of cash
transactions.
1
1
Click on the ‘Account Info’ link
from the top navigation bar.
2
Click on the ‘Transaction
History’ tab.
2
Did you know?
Initially, you will see all your
transactions for the current month.
However, there are a number of ways
you can view this information.
To access ‘Transaction History’
directly from the sign-in page:
Enter your userid and password, select
‘Transaction History’ from the ‘Go Direct’
options, then click on the
button.
Viewing Past Transactions in Your Account/s
A
C
A
View past transactions for a single
account or your consolidated
accounts. Click on the ‘Account’ dropdown menu for a list of accounts.
B
Choose the order in which your
transactions are displayed. By
default, your transactions will be
sorted chronologically with the most
recent transactions displayed first.
Click on the ‘Sort By’ drop-down
menu to change the sort order.
C
You can filter your transactions
by three transaction types: cash
moves, trades and security moves.
Click on the drop-down menu and
select the transaction type you
wish to view.
D
You can search for transactions for
specific securities by entering a
symbol in the ‘Symbol’ field.
E
Gateway allows you to view up
to 16 months of past transactions
by selecting dates in the ‘From’
and ‘To’ drop-down menus.
F
Click on the ‘Submit’ button.
B
D
E
F
Gateway® User Guide |
14
Downloading Your Transaction History
Gateway allows you to download your
transaction history into applications
such as Microsoft Excel. Downloading
this information will allow you to
chart, organize and store your past
transactions by date and time.
1
Click on the
link
located on your Transaction
History screen.
2
A ‘Download Data’ window will
appear. Read the disclaimer and
click on the ‘Accept’ button to
proceed with the download or
click on the ‘Cancel’ button to
cancel the download.
3
If you clicked on the ‘Accept’
button, you can complete the
download by following the steps
required by your browser. These
steps may vary depending on the
browser you are using.
4
For further assistance, please
contact the Gateway Helpdesk at
1-877-873-7664.
1
2
Obtaining 20-minute Delayed Quotes on Your Holdings
Gateway extracts all quotable
securities (stocks and options) from
your account holdings and provides a
20-minute delayed quote on each one.
1
1
Click on the ‘Account Info’ link
from the top navigation bar.
2
Click on the ‘Portfolio Quotes’ tab.
2
Tip
You can click on the
icon to view
detailed quotes, customizable charts
and up-to-date news on each security
in your portfolio quotes screen.
To access ‘Portfolio Quotes’
directly from the sign-in page:
Enter your userid and password, select
‘Portfolio Quotes’ from the ‘Go Direct’
options, then click on the
button.
Gateway® User Guide |
15
Viewing Your Account’s Cash Details
Gateway allows you to view a summary
of your cash positions within each
account or on a consolidated basis.
1
2
1
Click on the ‘Account Info’ link
from the top navigation bar.
2
Click on the ‘Cash Details’ tab.
Viewing Your Account’s Asset Mix
Gateway allows you to view how your
assets are allocated in each account or
on a consolidated basis.
1
2
1
Click on the ‘Account Info’ link
from the top navigation bar.
2
Click on the ‘Asset Mix’ tab.
Gateway® User Guide |
16
Viewing Tax Information Pertaining to Your RRSP or RRIF Account/s
Gateway conveniently allows you to
view the domestic and foreign content
as well as previous and current yearly
contributions in your registered account.
1
2
3
1
Click on the ‘Account Info’ link from
the top navigation bar.
2
Select the registered account you
wish to view from the ‘Account’
drop-down menu.
3
Click on the ‘RRSP Details’ or ‘RRIF
Details’ tab.
Performance Summary
1
2
1
‘Performance Summary’1 provides you
with the ability to view your portfolio’s
performance based on three different
perspectives i.e. Previous Year’s
Performance Percentage and Average
Annual Compound Rate of Return;
Monthly, Quarterly, Year-to-date
Performance; and Benchmark
Comparison.
1
Click on the ‘Account Info’ link from
the top navigation bar.
2
Click on the ‘Performance Summary’ tab.
This feature has to be enabled by your Investment Advisor. Ask your BMO Nesbitt Burns Investment Advisor for further information.
Gateway® User Guide |
17
Statements
1
2
4
3
5
You can view statements online.
Statements are available approximately
one to two weeks after the end of each
month but will only be posted for any
month during which there is activity
in your account. If there is no account
activity, your statement will be posted
quarterly. If your statements are not
appearing on Gateway, please contact
your Investment Advisor.
1
Click on the ‘Account Info’ link
from the top navigation bar.
2
Select the account you wish to
view from the ‘Account’ dropdown menu.
3
Click on the ‘Statements’ tab.
4
Select the statement period you
wish to access.
5
To view a statement online, simply
click on the monthly statement
link you want to view.
Did you know?
Statements will be viewed in Gateway
as a non-editable PDF file with
print ability. To view PDFs you can
download the latest free version of
Adobe Acrobat Reader at www.adobe.
com as all online statements are in
PDF format.
Tip
Use the Print command in the
Adobe Acrobat PDF tool bar to print
statements, or save them locally to
your computer by using the Save
button.
For additional security, we
recommend that you view online
statements from a safe computer since
files may be stored in a Temporary
Internet Files folder after they have been
viewed.
Gateway® User Guide |
18
Research1
Research in Gateway
1
Gateway allows eligible1 clients to
view BMO Nesbitt Burns’ equity
research and webcasts as well as
independent third-party equity
research published by S&P Capital IQ.
2
1
Click on the ‘Research’ link
located at the top navigation bar.
2
By default, the BMO Nesbitt Burns
Equity Research – Comments and
Reports screen will appear.
The ‘Research’ link will only be
displayed at the top navigation
bar for clients with access to
research. To view research, you must
ensure that you have installed Adobe
Acrobat Reader.
1
Online research through Gateway is available to qualifying clients. Ask your BMO Nesbitt Burns Investment Advisor for further information.
Gateway® User Guide |
19
BMO Nesbitt Burns’ Equity Research – Comments/Reports
The Comments/Reports screen allows
you to search through BMO Nesbitt Burns’
database of equity research.
Did you know?
Comments are generally informal
analysis of newly released information
on a company or are issued in response
to market events. They are usually
not more than a few pages in length.
Reports are significantly more detailed
than Comments and have gone through
a formal publishing process.
BMO Nesbitt Burns’ Equity Research – Comments/Reports
A
B
C
A
You can search for comments
and reports by company symbol.
Enter the company symbol in the
‘Symbol’ field.
B
You can also limit your search
by industry sector. Click on the
‘Sector’ drop-down menu and
select an industry.
C
You can further limit your search
by a predefined time period. Click
on the ‘For Period’ drop-down
menu and select a time period.
D
Alternatively, you can limit your
search by defining a date range.
Enter dates in the ‘From’ and ‘To’
fields.
E
You can select to view either
comments, reports, or both
comments and reports. Click on the
radio button next to your selection.
F
G
Click on the ‘Submit’ button.
D
E
F
G
Click on the underlined title of the
document in the ‘Subject’ column.
Gateway® User Guide |
‘Covered Companies
20
‘ List
Covered Companies provides you with
a list of all companies covered by the
BMO Nesbitt Burns Equity Research
team. It also allows you to find the
symbol of any covered company.
1
Click on the Covered Companies
icon. A window will appear with
a list of companies covered by
the BMO Nesbitt Burns Equity
Research team.
2
Click on a letter to go directly
to a list of covered companies
beginning with the corresponding
letter.
3
Click on the company name to
view BMO Nesbitt Burns’ research
on the corresponding company.
4
Click on the underlined title of a
document in the ‘Subject’ column.
1
2
3
4
BMO Nesbitt Burns’ Equity Research – Summary of Changes
1
Summary of Changes is a tool that
allows you to search for EPS, rating
and target price changes for companies
tracked by the BMO Nesbitt Burns
Equity Research team.
2
1
Click on the ‘Research’ link
located at the top navigation bar.
2
Click on the ‘Summary of Changes’
tab.
Gateway® User Guide |
21
Viewing Summary of Changes Research
By default, the ‘Summary of Changes’
screen displays the 100 most recent EPS,
rating and target price changes. However,
Gateway allows you to view the summary
of changes in a variety of ways.
A
You can search for a summary
of change by company symbol.
Enter the company symbol in the
‘Symbol’ field.
B
Limit your search by clicking on
the ‘Change Type’ drop-down
menu to select an option.
C
You can also limit your search by
clicking on the ‘Sector’ drop-down
menu and select an industry.
D
You can further limit your search
by a predefined time period on the
‘For Period’ drop-down menu and
select a time period.
E
Alternatively, you can limit your
search by defining a date range.
Enter values in the ‘From’ and ‘To’
fields.
F
Click on the ‘Submit’ button.
A
B
C
D
E
F
BMO Nesbitt Burns’ Equity Research – Datascan
Datascan is a tool that allows you
to search for companies (and their
associated research) by ratings and
sector, and to order the results by any
of the column headers on the screen.
1
2
1
Click on the ‘Research’ link
located at the top navigation bar.
2
Click on the ‘Datascan’ tab.
Gateway® User Guide |
22
Viewing Datascan Research
By default, the Datascan screen
displays all the companies with a top
perform or outperform rating, sorted
alphabetically.
However, Gateway allows you to view
Datascan in a variety of ways.
B
A
A
You can view a list of companies
based on their ratings. Click on the
check-box next to the appropriate
rating.
B
You can also sort the results by
each of the column headings.
Select an option from the ‘Order
By’ drop-down menu.
C
In addition searching for companies
rating, you may wish to limit your
search to a particular industry. Click
on the ‘Sector’ dropdown menu to
select an industry.
D
E
Click on the ‘Submit’ button.
C
D
E
You can click on the company
name to view related research on
the corresponding company.
Webcasts
The Webcasts screen allows you to
view some archived webcasts.
1
2
1
Click on the ‘Research’ link
located at the top navigation bar.
2
Click on the ‘Webcasts’ link.
Gateway® User Guide |
23
Viewing Third Party Equity Research
The Third Party Equity Research
screen allows you to search for
independent third party equity
research published by S&P Capital IQ.
S&P Capital IQ research reports cover
approximately 5000 companies listed
on the US exchanges.
1
2
3
4
1
Click on the ‘Research’ link
located at the top navigation bar.
2
Click on the ‘Third Party Equity’
link.
3
Click on the “S&P Reports” tab to
view stock reports. You can search
for S&P Capital IQ stock reports by
symbol or company name. Enter
the company symbol or name in the
‘Symbol / Company Name’ field.
4
Click on the “S&P Portfolios” tab to
view Model Portfolios.
5
Ensure the correct radio button is
selected depending on whether
you are searching by symbol or
company name.
6
You can also limit your search by
a specific industry. Click on the
‘Industry’ drop-down menu and
select an industry option.
7
Click on the ‘Submit’ button.
5
6
7
Viewing Model Portfolios
The S&P Portfolios screen allows you
to view diversified Model Portfolios
across asset classes, providing you
with unbiased buy, hold and sell
ratings for S&P Capital IQ’s equity
analytical department.
Gateway® User Guide |
24
Trading
Viewing the Current Status of Your Trades
1
2
Gateway allows you to view the real
time status of all trades placed in your
account in the past 48 hours.
1
Click on the ‘Trading’ link from
the top navigation bar.
2
Select an account from the
‘Account’ drop-down menu. The
consolidated option will show you
the orders in all of your accounts.
3
You can sort your orders by any
of the column headers. Click on
the ‘Sort By’ drop-down menu and
select an option.
4
You can view the details of any
order on the Order Status screen
by clicking on the ‘Original Order
Number’ link.
3
4
BMO Nesbitt Burns Meridian
Program™ clients will see
additional tabs when clicking
on the ‘Trading’ link from the top
navigation bar due to their ability
to place trades online. If you have a
Meridian account and you wish to
view the status of your trades through
Gateway, click on the ‘Trading’ link
from the top navigation bar and select
the ‘Order Status’ tab.
Gateway® User Guide |
25
Order Status Definitions:
Order Status Definitions:
Open: an order that has been
successfully submitted, but not yet filled.
Full Fill: a successfully completed order.
Partial Fill: an order that has only
received a portion of the requested
quantity. This order will remain open
until it is fully filled or expires.
Fill Reversal: In the case of an All or
None or minimum quantity order,
the minimum requested quantity is
not received, therefore, the partial fill
amount is reversed.
Cancel Sent: The cancellation of your
order has been sent but not confirmed.
Cancelled: This status indicates an order
that you have successfully cancelled.
Expired: An order that has expired
without being filled.
Rejected: An order that has been rejected.
Error: A system error has occurred.
Gateway® User Guide |
26
Virtual Portfolios
What is a Virtual Portfolio
Gateway gives you the ability to create up
to five portfolios – each with a maximum
of 50 securities – outside of your actual
holdings, and track them over time.
Eligible securities include stocks, mutual
funds and options (including LEAPS).
Tip
This is a convenient way for you to
keep an eye on securities that you
don’t own, but might be interested in
purchasing sometime in the future.
Modifying Your Virtual Portfolio
1
2
Gateway allows you to change the
name of your virtual portfolio, as
well as add a security to or remove a
security from your list.
1
To make any changes to your
virtual portfolio, click on the
‘Virtual Portfolio’ link from the
top navigation bar.
2
Click on the ‘Edit’ button located
at the top of the screen.
Gateway® User Guide |
27
Adding a Security to Your Virtual Portfolio
1
10
4
2
6
3
5
1
Click on the ‘Virtual Portfolio’ link
from the top navigation bar.
2
Click on the ‘Edit’ button from the
top of the screen.
3
Select the type of security you wish
to add from the ‘Type’ dropdown
menu.
4
Enter the security symbol in the
‘Symbol’ field.
5
Select the exchange the security
is traded on from the ‘Exchange’
drop-down menu.
6
Enter the number of shares you
wish to display for the security in
the ‘Quantity’ field.
7
Enter the purchase price of the
security in the ‘Purchase Price’
field, or
8
Enter a check-mark in the ‘Use
Current Price’ check-box. This will
display a 20-minute delayed quote
as the price of the security.
7
8
9
9
10
Click on the ‘Save’ button.
When you have completed adding
securities, click on the ‘View’ button
at the top of the screen to return to
the main Virtual Portfolio screen.
Removing a Security From Your Virtual Portfolio
1
4
2
3
1
Click on the ‘Virtual Portfolio’ link
from the top navigation bar.
2
Click on the ‘Edit’ button from the
top of the screen.
3
Click on the ‘Delete’ button next to
the security you wish to remove.
4
Click on the ‘View’ button at the
top of the screen to return to the
main Virtual Portfolio screen.
Gateway® User Guide |
28
Market Data
Viewing Market Data in Gateway
1
2
5
3
The Market Data screens in Gateway
allow you to view detailed quote
information and fundamental data on
equities, options and mutual funds,
along with up-to-date news stories and
customizable charts.
1
Click on the ‘Market Data’ link
located at the top navigation bar.
2
Select the type of security from the
‘Type’ drop-down menu.
3
Enter the symbol of the security in
the ‘Symbol’ field.
4
Select the exchange the security
is traded on from the ‘Exchange’
drop-down menu.
5
Click on the ‘Submit’ button.
4
Tip
For a more detailed quote or to obtain
fundamental data on a security, click
on the ‘Full Quote’ button or on the
‘Quick Quote’ tab located at the top
of the screen. For more detailed chart
information or to view more than 10
of the most recent news headlines,
click on the ‘Customize Chart’ or ‘More
News’ buttons.
To access ‘Market Data’ directly
from the sign-in page: Enter
your userid and password, select
‘Market Data’ from the ‘Go Direct’
options, then click on the ‘
’ button.
Gateway® User Guide |
29
Customizing Charts in Gateway
The Market Data – Stock Chart screen
allows you to choose from a list of
charting options to customize a chart
to your exact specifications.
A
A
You can select a custom timeframe
from the ‘Time’ drop-down menu.
By default, the stock chart will
display the security’s performance
over the past year.
B
You can select the frequency from
the ‘Frequency’ drop-down menu.
By default, the chart will display a
daily frequency.
C
You can also compare the
performance of up to five
securities by selecting an index
from the ‘Index’ drop-down menu
and entering up to five securities
in the ‘Symbol’ fields.
D
You can plot several moving
averages using SMA (Simple
Moving Average) within your
chart by selecting an option from
the ‘Moving Averages’ drop-down
menu.
E
You can view your chart in a
variety of different styles by
selecting an option from the ‘Chart
Style’ drop-down menu.
F
You can select to incorporate one
of 27 lower indicator options in
your chart. All indicators in this
section will plot in the lower
section of your chart.
G
You can select to incorporate one
of five upper indicator options
in your chart. All indicators in
this section will plot in the upper
portion of your chart.
H
Click on the ‘Draw Chart’ button.
B
C
G
E
F
D
H
Gateway® User Guide |
30
Preferences
Gateway Custom Features
Gateway allows you to customize
your User ID, Account Number/s,
Account Summary, Login Password,
Trading Password (if applicable),
or the language in which you view
Gateway. You can also select the News
categories for your Home page and set
the period of time in which new equity
research is flagged on your securities.
1
2
1
Click on the ‘Preferences’ link
from the top navigation bar.
2
The ‘Change User ID’ screen will
appear by default.
Modifying Your Gateway User ID
1
2
Gateway allows you to select a User ID
between 9 to 30 characters that will be
easy for you to remember.
1
Click on the ‘Preferences’ link
from the top navigation bar.
2
The ‘Change User ID’ screen will
appear by default.
3
Enter your new User ID in the
‘User ID’ field.
4
Click on the ‘Submit’ button.
3
4
Did you know?
You User ID must be between 9-30
characters in length.
You cannot select the same User ID as
another User.
Gateway® User Guide |
Modifying the Display of Your Account Number/s
You can personalize your account
numbers by entering a nickname for
each of your accounts. If you have more
than one account, this will make it
easier for you to identify each account.
You can also select the order in which
your accounts will be sorted within
the Account Information and Trading
screens as well as the Account Summary.
You can further select which account
numbers will be displayed in the Account
Summary.
1
2
3
31
4
5
1
Click on the ‘Preferences’ link from
the top navigation bar.
2
3
Click on the ‘Account #’ tab.
4
Click on the ‘Display Order’
dropdown menu and select ‘1’
for the account you would like
to be displayed first. Select ‘2’ for
the account you would like to be
displayed next, etc.
5
Ensure there is a check-mark in the
‘Account Summary’ check-box next
to the account/s you want to display
in the Account Summary.
6
Click on the ‘Submit’ button or click
on the ‘Reset’ button to refresh the
screen with your previous settings.
1
Click on the ‘Preferences’ link
from the top navigation bar.
2
3
Click on the ‘Login’ tab.
4
Enter your new Gateway login
password in the ‘New Login
Password’ field.
5
Enter your new Gateway login
password a second time in the
‘Confirm New Login Password’
field.
6
Click on the ‘Submit’ button.
6
Enter between 1-20 characters in
the ‘Account Nickname’ fields next
to the accounts you would like to
nickname.
Modifying Your Gateway Login Password
1
2
3
4
5
6
Enter your existing Gateway
login password in the ‘Old Login
Password’ field.
Gateway® User Guide |
32
Selecting News Categories for Your Home Page
Gateway allows you to select three
news categories from a list of 27 to
display on the Gateway Home screen.
1
2
1
Click on the ‘Preferences’ link
from the top navigation bar.
2
3
Click on the ‘News’ tab.
4
Click on the ‘Submit button.
Select up to a maximum of three
news categories from the list
displayed.
3
4
Customizing Your New Research Alert
Gateway will alert you any time there
is new BMO Nesbitt Burns research
available on securities in your
Holdings, Virtual Portfolio or Quick
Quote. This alert will initially be set to
display for any research that has been
published in the last seven days.
1
2
3
4
1
Click on the ‘Preferences’ link
from the top navigation bar.
2
3
Click on the ‘Research’ tab.
4
Click on the ‘Submit’ button.
Change the number in the line
‘Flag new BMO Nesbitt Burns
Equity Research that has been
published within the last XX days’
to a number between 1 and 99.
Gateway® User Guide |
33
Changing Your Language Settings
1
2
3
4
5
Gateway can be viewed in either English
or French. By default, you will view
Gateway in the language you currently
receive your account statements.
1
Click on the ‘Preferences’ link
from the top navigation bar.
2
3
Click on the ‘Language’ tab.
4
5
Click on the ‘Submit’ button.
Select the ‘English’ or ‘Francais’
radio button.
Sign-out of Gateway. The new
language will take effect the next
time you enter Gateway.
Gateway® User Guide |
34
eServices
The ‘eServices’ section allows you
to update your account statement
delivery options1. It can be accessed
within Gateway or from the sign-in
page. To access ‘eServices’ from within
Gateway:
1
2
1
Click on the ‘Preferences’ link
from the top navigation bar.
2
Select ‘eServices’.
Figure 1
To access ‘eServices directly from the
sign-in page: Enter your userid and
password, then :
1
1
2
1
Select ‘eServices’ from the ‘Go
Direct’ options.
2
Click on the
button (Figure 1).
It may take up to three days
for your statement delivery
preference to be updated in our
system. Once updated, the change
to your statement delivery option
will take effect in the next statement
delivery cycle.
Only account owners are authorized to change their statement delivery option. Entity (e.g. corporate) accounts cannot change statement delivery preferences.
Gateway® User Guide |
35
Figure 2
You will be taken directly to the
‘eServices’ section (Figure 2).
3
4
3
Make your selection by clicking on
the appropriate radio button.
4
Click ‘Submit.
If the “Paper and eStatement”
option is selected, the paper
statement will be mailed
and also available online. If the
“eStatement only” option is selected
and you agree to the terms and
conditions, you will no longer receive
paper statements by mail. If electronic
delivery to an account owner fails, a
paper copy may be delivered. Gateway
will only display an account number
if the statements can be viewed online
and if the Gateway user is the account
owner.
Figure 3
5
You will be prompted for the
‘Terms and Conditions’, which
have to be reviewed and accepted
to turn off paper statements
If two account owners are
updating the statement options
or if the option is changed
several times within the same day, the
update to the statement with the last
time stamp will take effect.
5
http://gateway.bmonesbittburns.com
BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltée. are both indirect,
wholly-owned subsidiaries of Bank of Montreal.
® “BMO (M-bar roundel symbol)” is a registered trade-mark of
Bank of Montreal, used under licence. “Nesbitt Burns”, and
“Meridian Program” are registered trade-marks of BMO Nesbitt
Burns Corporation Limited, used under licence.
™“BMO Nesbitt Burns Meridian Program” is a trade-mark of
BMO Nesbitt Burns Corporation Limited, used under licence.
03/14-543
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