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Exchange Agreements

What are Exchange Agreements?
North American Exchanges require all individuals who access real-time quotes to complete an Exchange Agreement. You are required to consent to the Terms and Conditions outlined in the Exchange Agreements in order to access real-time quotes online. The agreement exempts the Exchange from liability, in the event that there are errors in the data, and prevents the resale and/or redistribution of real-time quotes.

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Who is asking for my consent to Exchange Agreements?
BMO InvestorLine is requesting your consent on behalf of SunGard Market Data Services, our real-time quote provider and the following exchanges: The Canadian Exchange Group (Toronto Stock Exchange Inc. (TSX) and the Canadian Venture Exchange Inc., Bourse de Montréal Inc. (Montreal Exchange (ME)), The New York Stock Exchange (NYSE), The Nasdaq Stock Market (NASDAQ) and The Options Price Reporting Authority (OPRA).

We are asking you to provide your consent to all Exchange Agreements to continue to receive real-time quote service. Copies of all the Agreements are available in PDF format for you to view, print or save.

Note: You will need Adobe Acrobat Reader to download all forms.

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What happens when I sign into my account?
You will be presented with the individual Exchange Agreements and asked to agree/consent to each agreement. Upon consenting to all agreements you will gain access real-time quotes and online trading of equities and options. If you do not accept all exchange agreements, you will not be able to access equity and option trading online. The actual process of reviewing and consenting may take anywhere from 5 to 20 minutes.

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Can I consent to some agreements now and some later?
Unfortunately, you will not be able to access our real-time quote service or equity and option trading online if you do not consent to the Exchange Agreements.

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I don't trade options, so why am I being asked to sign the options agreements?
Even if you don't trade options, as a BMO InvestorLine client, you have access to real-time options quotes as part of our real-time quote service. In order to provide you with uninterrupted service, you will need to consent to all Exchange Agreements.

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I have more than one account, do I have to accept the agreements for each account?
If you sign-in with your User ID, the consent that you provide is applied to all of your linked accounts. If you link additional accounts to your User ID in the future, you will not be asked to provide consent again. If you sign-in with an account, and you have more than one account with us, you will need to consent to these agreements for each individual account.

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Who do I contact if I have questions about the agreements?
If you have any questions about Exchange Agreements, please contact a BMO InvestorLine representative at 1-888-776-6886 during our business hours from 8:00 a.m. - 8:00 p.m. ET, Monday to Friday or contact the individual exchanges directly at the following numbers:

Exchange Agreement Contact Phone Email / Internet Web site
Canadian Exchange Group (CEG) TSX 1-888-873-8392 marketdata@tsx.ca
Bourse de Montréal Inc. (Montreal Exchange ME) ME 1-800-361-5353 info@boursedemontreal.com
New York Stock Exchange (NYSE) NYSE 1-212-656-3000 www.nyse.com/about
The Nasdaq Stock Market (NASDAQ) NASDAQ 1-301-978-5307 MKDATASVC@nasdaq.com
Options Price Reporting Authority (OPRA) Chicago Board Options Exchange 1-877-THE-CBOE help@cboe.com

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