We recognize this is an unsettling time, as the situation resulting from the COVID-19 continues to evolve rapidly, and we are committed to communicating with you. Today, I want to give you an update on proactive measures we’re taking to protect the health and safety of our clients and teams and share some resources to help you navigate turbulent markets.
To support public health efforts in managing the spread of COVID-19, we successfully transitioned all of our financial advisors, and most of our staff, to working remotely until further notice. Although our transition has been rapid, we continue to be available to work with all of our clients in support of their needs. We are here to help and remain confident that we will get through this uncertain period together.
Please note the following ways to contact us, should you need to:
- Call or email your financial advisor.
- Call our Wealth Direct service line at 877-225-3863.
- Access accounts online at: https://harris.netxinvestor.com/
On March 20 our branch lobbies closed temporarily. As a result, we halted the processing of BMO Harris Financial Advisors mail at those locations. If you are unsure if your mail was received, or if you need our current mailing address, please contact your financial advisor or our Wealth Direct line for further instructions.
We will continue to evaluate the COVID-19 situation and take guidance from public health authorities. We appreciate your patience and are again committed to remaining in communication with you. To help us, please use this opportunity to confirm with your advisor that we have your most current contact information (particularly your email address and phone numbers). We will also provide updates on our website at bmowealthmanagement.com.
Our thoughts go out to anyone who may be affected by the coronavirus. Thank you for your continued trust in us, and in our people, and please stay safe.
President, BMO Harris