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Order Execution Only Account Welcome to BMO InvestorLineBMO INVENTORYING EDUCATION SAVINGS PLAN (ESP) APPLICATIONReset Form FOR QUICKER AND MORE EFFICIENT SERVICE (please complete all relevant sections)

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How to fill out order execution only account

01

Log in to your account on the trading platform.

02

Navigate to the 'Order Execution' section.

03

Fill out the required fields such as quantity, price, and order type.

04

Review your order details to ensure accuracy.

05

Click 'Submit' to execute your order.

Who needs order execution only account?

01

Traders who want to execute specific orders without the need for additional services such as investment advice or portfolio management.

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What is order execution only account?

An order execution only account is a type of account where the broker is only responsible for executing trades on behalf of the client, without providing any investment advice.

Who is required to file order execution only account?

Investment firms and brokers are required to file order execution only account for clients who have this type of account.

How to fill out order execution only account?

To fill out an order execution only account, the broker must report all trades executed for the client without providing any investment recommendations.

What is the purpose of order execution only account?

The purpose of an order execution only account is to ensure that clients who want to make their own investment decisions can do so without receiving any advice from the broker.

What information must be reported on order execution only account?

The information reported on an order execution only account includes details of all trades executed for the client, including the date, time, and price of the trade.

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