Heads Up! – BMO Mutual Funds Changing Fund Codes November 11th

On November 11th 2019 BMO Mutual funds will be changing the code prefix from GGF to BMO. For most funds this will be the only change but for some there will be a change to both the code number as well as the prefix. A full list of codes will be made available to advisors the week of November 4th.

Additional Changes – we are also making changes to our mailing address and advisor access tool.

Address Change

The physical location where applications are processed requires an update to BMO Application forms. For the most up to date forms please visit https://www.bmogam.com/ca-en/advisors/documents/

Old Address New Address
250 Yonge Street, 7th Floor
Toronto, ON M5B 2M8
30 Adelaide Street East, Suite 1
Toronto, ON M5C 3G9

 

The fax number (1-800-200-2497) will remain the same.

Advisor Online Access

BMO Mutual Funds advisor access is moving from Wealthlink to WebPlus. After November 11th advisors with existing Wealthlink accounts can go to https://bmo.ifglobalproducts.com/, click on “Forgot Password” and enter existing user name and email address to get access. New advisors can click on Register to set themselves up with access.  

Wealthlink will be available until 4:00 pm EST November 8th, 2019 at which time no access to account information will be available until 8:00 am EST November 11th when the WebPlus site will go live.

Trouble Shooting

We are working with Dealers to make this process as smooth as possible and anticipate that these changes will have minimal impact to advisors abilities to transact. However if issues at individual dealers do occur we want to make sure that they are resolved as soon as possible. If you experience an issue post November 11th please:

  • contact your dealer back office to ensure that the fund codes are set up properly
  • contact our client service team at [email protected] if you continue to have any issues

Thank you for your continued support and if you have any questions on this change please contact your local BMO Funds sales representative or [email protected]