Cdn. Yield: Corps, Trusts, GICs, Pref. Shares - BMOIL Client ID - FreeAgent - Cdn. Yield: Corps, Trusts, GICs, Pref. Shares - InvestorVillage


Cdn. Yield: Corps, Trusts, GICs, Pref. Shares
This is a semi-private group. You are free to browse messages, but you must be a member of this group to post messages. Join This Group

Group: Cdn. Yield: Corps, Trusts, GICs, Pref. Shares   /  Message Board  /  Read Message

 
 






Keyword
Subject
Between
and
Rec'd By
Authored By
Minimum Recs
  
Previous Message  Next Message    Post Message    Post a Reply return to message boardtop of board
Msg  110984 of 111232  at  12/7/2021 1:28:39 PM  by

freeagent


 In response to msg 110963 by  freeagent
view thread

Re: BMOIL Client ID - FreeAgent

As posted a week or so ago,(edited)
"they have started to nagging me to sign up again for Investorline 2.0 , every time I log in."

" they have finally relented."

"Please be informed that the Client ID registration due date has been extended to May, 2022.​" "

Well, as of today, there was no way to defer getting a Client ID. Just one option when you try to access your account and it is to sign up for the Client ID.

I called them, and was told that all accounts would need to have Client ID by Dec 13th! I asked what happened to the May 2022 date we were advised previously! They said they had brought it forward! Of course, with no communication.

Eventually after some heated discussion, the agent said he could change the requirement for us to convert to Feb 15th. On sign up we now get three options. Convert now, next time, or in 10 days. Ihad to call back to get this to happen - first agent didn't get it to work.

Investorline 2.0 is, I am told ny others, still not fully functional. Emails from BMOIL in fact tell us to use the old platform for certain functions, including looking at statements. Yet they are forcing it down our throats :(


     e-mail to a friend      printer-friendly     add to library      
|  
Recs: 1  
   Views: 0 []
Previous Message  Next Message    Post Message    Post a Reply return to message boardtop of board


Financial Market Data provided by
.
Loading...