| We wanted to inform you that the Manages My Finances Tool will no longer be available as of June 10, 2018. |
| As we work on improving our money management tools, we will be rolling out a more integrated solution to assist you with organizing your finances in the future. |
| You can export your Manage My Finances information before June 10, including all account transactions and applied categories, by following these steps: |
| 1. | Sign in to Online Banking and open "Manage My Finances" | | 2. | Go to the "Details" tab | | 3. | Scroll down to the bottom right corner of the page. Next to Download, select your format preference from the drop-down menu: Excel or CSV | |
| Make the most of these other valuable services that can help you stay on top of your finances: |
| • | Sign up for BMO Alerts: Customize your alerts to get just the information you want, for an effortless way to keep track of your bank account and credit card activity. | | • | Enrol in eStatements: View your most recent statements and access up-to-date account information whenever and wherever it's convenient for you, 24/7. | | • | Set up Recurring Bill Payments: Never miss a payment due date again. Choose a payee, date and frequency of payments and then set it and forget it. | | • | Get help with financial planning: Make an appointment at your local branch and one of our qualified Financial Planners will be happy to help you with all your needs. | | |  | |
Have questions? Read our FAQs for answers
to common questions about this upcoming change. |
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