BMO (US) logoIntegrations · Banks

Connect BMO (US) to Well

Connect BMO (US) through Plaid and Well reads your accounts, balances, and transactions, ready to categorise, reconcile against your invoices, and query in conversation.

What Well pulls from BMO (US)

BMO (US) feeds your accounts, balances, and transactions into Well through Plaid as a US bank connection. It is read-only; disconnect at any time from your workspace settings to revoke BMO (US)’s access.

From BMO (US)In Well
Account
Workspace account
Transaction
Bank transaction
Balance
Cash position
BMO (US) logo
Sync mode
incremental polling
Refresh
scheduled
Direction
BMO (US) → Well

BMO (US) bank details

ACH routing numbers
063113727063114580063115123067014330071000288071025661071102995071104430071106250071900456071900595071900825071902797071903136071904355071904371071904478071904627071905040071905846071906573071908021071908869071909198071911416071911584071912813071913650071915580071918150071918309071919463071920656071921176071921396071921697071921794071922227071922696071922968071923543071923695071923747071924005071924089071924898071925062071925224071926320073902494074000162074902215074903890074912807074913233075000051075000734075001322075009188075010193075011888075012531075012683075017947075072157075900148075900229075900863075900902075900986075901082075901273075901354075901480075901710075902065075902340075902625075902735075903527075904115075904937075905431075906003075906061075906142075906595075906951075908195075908218075909576075910523075910659075910798075910882075911195075911205075911920075912165075912233075912628075912644081000980081001714081018794081303823091001157091005632091014898091016498091071608091200961091300036091400680091501204091501408091501767091512031091800015091800329091803290091811253091811758101006039101100265101102315104112409107000152107002147107006813121100782122104046122105249122105595122105647122105854122242843122487226124002735271250647271972381271974295274070439274970665274970801274970830275071314275071398275071767275970826275971582301171081301271790303188111322186288
Institution type
Bank
Region
United States

What Well reads through Plaid

  • accounts
  • balances
  • transactions

What Well does with your BMO (US) connection

Connect

Connect BMO (US) over Plaid: you authenticate with BMO (US) through Plaid's secure connection, so your bank login never reaches Well; Well holds only a read-only connection it cannot use to move money.

Sync

Well brings account, transaction, and balance in from BMO (US) on a recurring poll that fetches only what changed since the last read. The first sync backfills history in the background and the connection stays live after.

Enrich

Well resolves each BMO (US) entity into workspace account, bank transaction, and cash position, assigns categories, and links every record to an audit trail across the rest of your connected tools.

Available

Your data from BMO (US) lands in the workspace as workspace account, bank transaction, and cash position you can search, chart, and automate.

Questions BMO (US) unlocks

Ask in plain language. Well answers from your connected BMO (US) connection, resolved against the rest of your stack.

Ask Well

Ask anything about your BMO (US) connection

Summarise this month
What needs attention?
Find unmatched records

Ask about your BMO (US) connection…

Connect BMO (US) in three steps

  1. 01

    Connect BMO (US) through Plaid

    From Well's Connections panel, search for BMO (US) and click Connect. Well opens Plaid's secure flow, where you authenticate on BMO (US)'s side. Your BMO (US) login never reaches Well, and Well receives a read-only connection. No credentials are stored in Well.

    • AuthPlaid
    • Accessread-only
    • RegionUnited States
  2. 02

    Map your entities

    Well imports your BMO (US) accounts, balances, and transactions and brings each one into your workspace using the canonical mappings defined in Well's data-views layer. The first sync backfills the history BMO (US) makes available.

    • Mappingpreconfigured by Well
  3. 03

    Use the data

    Use the data: ask questions in conversation, build records tables, categorise transactions, and reconcile them against your invoices. BMO (US) is read-only in Well, so nothing here can move money or change your account.

    • First syncstarts as soon as connect completes

The Plaid handshake typically completes in about a minute. Well then pulls new transactions on a recurring poll; the first backfill runs in the background.

How BMO (US) stays secure with Well

Well connects to BMO (US) through Plaid, the bank-aggregation layer. You authenticate on BMO (US)'s side; Well receives a read-only connection and never sees your bank login. Well can read your accounts, balances, and transactions, but cannot move money, initiate a payment, or change anything at BMO (US). Disconnect any time from Well or your Plaid dashboard.

PlaidEncrypted at restGDPR compliant
Read the full privacy and security policy
Scopes Well requests
  • Read BMO (US) records

    The accounts, balances, and transactions BMO (US) shares through Plaid, scoped by your authorisation.

    granted
  • Resolve account, transaction, and balance across your stack

    Match identifiers in BMO (US) against the same entities your other connected tools expose, so each record carries cross-tool context.

    granted
  • Modify or delete BMO (US) records

    Not granted; BMO (US) is read-only in Well. Write-back is opt-in per connector when a write surface exists.

    refused
  • Store BMO (US) passwords or session cookies

    Authentication runs through Plaid tokens we never see.

    refused
Disconnect any time from Well settings or BMO (US)’s admin panel.

Frequently asked questions about BMO (US) and Well

How do I connect BMO (US) to Well, and how long does it take?

From Well, open Connections, find BMO (US), and click Connect. Well links BMO (US) through Plaid: you authenticate on BMO (US)'s side in Plaid's secure flow, and Well receives a read-only connection. Your BMO (US) login never reaches Well. The handshake takes about a minute, and Well starts importing accounts, balances, and transactions right after.

What does Well pull into the workspace from BMO (US)?

Well brings in account, transaction, and balance from BMO (US) and reshapes each entity into your workspace: account becomes workspace account; transaction becomes bank transaction. Every record arrives with the source identifier preserved, so BMO (US) stays the source of truth while Well lets you query the data alongside the rest of your stack.

What does BMO (US) unlock once it is connected to Well?

Once BMO (US) is connected, every record it exposes is queryable from conversation, filterable in records tables, and available to your agents through your workspace. The data stays linked to its BMO (US) source, so you can always trace a workspace record back to the original.

How does Well match an account from BMO (US) to a workspace account in my workspace?

Each BMO (US) account is scored against the candidate workspace accounts in your workspace on identifier overlap, amount or quantity match, date proximity, and counterparty resolution. Matches above the auto-link confidence threshold flow through cleanly; below the threshold they queue for a one-click human review, with the most likely workspace account prefilled and the BMO (US) source attached.

How often does BMO (US) sync with Well, and what triggers a refresh?

Well polls BMO (US) regularly for account, transaction, and balance. The first connect pulls the historical window your account allows; subsequent reads only fetch what changed since the last sync, so the load on BMO (US)'s side stays modest.

Can I disconnect BMO (US) and what happens to the data Well already pulled?

Open Connections > BMO (US) in Well and click Disconnect. Well drops the Plaid connection immediately and stops reading from BMO (US); you can also revoke Well from your Plaid dashboard. The account, transaction, and balance Well already imported stay in your workspace by default; ask Support to purge them if your compliance flow requires it.

What is BMO (US)'s routing number?

BMO (US)'s ACH routing numbers are 063113727, 063114580, 063115123, 067014330, 071000288, 071025661, 071102995, 071104430, 071106250, 071900456, 071900595, 071900825, 071902797, 071903136, 071904355, 071904371, 071904478, 071904627, 071905040, 071905846, 071906573, 071908021, 071908869, 071909198, 071911416, 071911584, 071912813, 071913650, 071915580, 071918150, 071918309, 071919463, 071920656, 071921176, 071921396, 071921697, 071921794, 071922227, 071922696, 071922968, 071923543, 071923695, 071923747, 071924005, 071924089, 071924898, 071925062, 071925224, 071926320, 073902494, 074000162, 074902215, 074903890, 074912807, 074913233, 075000051, 075000734, 075001322, 075009188, 075010193, 075011888, 075012531, 075012683, 075017947, 075072157, 075900148, 075900229, 075900863, 075900902, 075900986, 075901082, 075901273, 075901354, 075901480, 075901710, 075902065, 075902340, 075902625, 075902735, 075903527, 075904115, 075904937, 075905431, 075906003, 075906061, 075906142, 075906595, 075906951, 075908195, 075908218, 075909576, 075910523, 075910659, 075910798, 075910882, 075911195, 075911205, 075911920, 075912165, 075912233, 075912628, 075912644, 081000980, 081001714, 081018794, 081303823, 091001157, 091005632, 091014898, 091016498, 091071608, 091200961, 091300036, 091400680, 091501204, 091501408, 091501767, 091512031, 091800015, 091800329, 091803290, 091811253, 091811758, 101006039, 101100265, 101102315, 104112409, 107000152, 107002147, 107006813, 121100782, 122104046, 122105249, 122105595, 122105647, 122105854, 122242843, 122487226, 124002735, 271250647, 271972381, 271974295, 274070439, 274970665, 274970801, 274970830, 275071314, 275071398, 275071767, 275970826, 275971582, 301171081, 301271790, 303188111, and 322186288. You never enter it by hand in Well, the connection runs through Plaid where you authenticate on BMO (US)'s side, and the routing number is shown here as a reference.

Which region does BMO (US) cover in Well?

BMO (US) is a US institution, connected through Plaid. Well reads its accounts, balances, and transactions as a read-only feed and never moves money or changes anything at BMO (US).

BMO (US) logo

Ready to connect BMO (US)?

Connect once. Every account, transaction, balance from BMO (US) becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.