BMO SmartFolio

I was a customer for many years. Returns were decent. Online experience was good. Customer service was fine. The reason I left is because they won't listen to their customers regarding how their reporting impacts customers from a CRA POV. BEWARE. BMO uploaded to CRA in JUNE this past year. Nothing reconciles. I have the CRA all over me because of BMO reporting. I have offered to literally show all of this information to BMO but they won't call me. I have offered 3 times and each time they want me to call and talk to the call centre. Someone in product management or finance needs to call me. I will have to pay CRA interest and penalties 100% because of Smartfolio's delayed and problematic tax reporting to the CRA. I suffered for a few years and then said forget, and left. This is a public service announcement if you are thinking about BMO Smartfolio. Someday they may call me and I'll let them read the CRA/accountant correspondence so they can fix their back-end.

Wonderful place to work!