April 6, 2013
I contacted EQ Bank to enquire about linking my accounts to InvestorLine but the agent outright refused to do that. That was confusing to me since Norman1 has indicated he has that arrangement. I didn’t pursue it further but I decided I had enough of EQ Bank and transferred all of our funds from there. …
Don't mention trying to create a link to an investment account at a brokerage account. The EQ Bank rep probably got confused.
Instead, ask about creating a link to a Bank of Montreal US$ chequing account and another to a Bank of Montreal Canadian dollar chequing account. They will know how to help you with that.
Leave out the part about the chequing accounts being special bank accounts connected to your BMO InvestorLine investment accounts. EQ Bank doesn't need to know anything about that.
I still have the links at EQ Bank and at Hubert to the BMO AccountLink chequing account for my BMO InvestorLine account.
Good to hear things are coming together.