BMO Legal Information & Privacy Notice


Legal Information, Privacy and Security


This notice is provided by BMO Harris Bank N.A. for clients who obtain or have obtained a product or service through BMO Retirement Services or BMO Trust and Custody Services.  We value the trust that you and your employer placed in us to serve your retirement plan needs.  We will continue to justify your faith in BMO Harris Bank N.A. every day.  That is why we are pleased to let you know our privacy policy and security standards that we use to protect the privacy of your personal information. 


Our Privacy Statement to You


BMO Harris Bank N.A. is committed to protecting your privacy at all times.


We do not share information about you with outside companies for the purposes of selling their products and services to you.


For Retirement Plan clients, we only share your information with non-financial companies for the purposes of providing superior service to you, such as the printing and mailing of your participant account statements.  These select companies are prohibited from sharing your information or using your information for any purpose other than providing those specific services under contract with BMO Harris Bank N.A. 


We do not share your information with BMO Harris Bank N.A. or its affiliated companies unless you, as a participant, or your employer as the plan sponsor, provides authorization to do so. 



Your Online Security


Keeping your information secure is one of our highest priorities.  To prevent unauthorized users from accessing our systems, we use the latest technologies and software including:

·           Password protections

·           Secure log in

·           Data encryption

·           Secured firewalls

·           Session time-outs

·           Device Authentication


We also will never send an unsecured message asking you to provide us with personal or account information via email. 


Protecting Your Personal Information Online


While we focus on implementing the most up-to-date technology to protect your confidential information, there are actions you can take that will make our efforts even more effective:


·           Make changes to your personal information through our call center


·           Keep your Passwords and PIN (Personal Identification Numbers) confidential

·           Change your Passwords regularly

·           Never use the "Remember Me" function (which automatically inputs your User ID and Password) when you visit a website

·           Make sure no one is watching you when you access your accounts

·           Never leave your computer unattended when logged in to a website that contains your personal information

·           Always log off when you complete your session

·           Routinely update your operating software and other programs

·           Never send personal information through email

·           Always report incidents of unauthorized account access


If you feel your account information may have been compromised, call our call center at 888-464-5463.


BMO Global Asset Management is a division of the BMO Harris Bank N.A., offering products and services through various affiliates of BMO Financial Group.


BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group, that provide trust, custody, securities lending, investment management, and retirement plan services.  Certain of the products and services offered under the brand name BMO Global Asset Management are designed specifically for various categories of investors in a number of different countries and regions. Those products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. BMO Financial Group is a service mark of Bank of Montreal (BMO).  Investment products are: NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE