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Bank of Montreal


BMO is a Canadian multinational investment bank and financial services company, that offers a wide range of personal banking services including mortgages, credit cards, loans and insurance.

Steps to Connect

Before you connect to the Bank of Montreal, you will need to attain some information on your account from them.

In Bank of Montreal

Obtain the following details.

  • SFTP Username
  • SFTP Password
  • Originator ID (Payments)
  • Originator ID (Refunds)
  • Destination Data Centre
  • Originator Short Name
  • Originator Long Name
  • Institutional ID for Returns
  • Account Number for Returns

After you have all the information above, you can go to your ChargeOver account.

In ChargeOver

  1. Go to your Settings and Payment Processing

  1. Click to Add or Configure a Payment Method or Merchant Account

  2. Search Bank of Montreal. Click Connect

  1. Fill out all the required fields. Then scroll down and make sure you have selected the correct type of currency you want the gateway to process

  1. Save your changes