What is Changing?
Between August 24 and September 5, 2023, all Bank of the West accounts are scheduled to be moved to Bank of Montreal (BMO) accounts following BMO’s acquisition of Bank of the West. Because of this change, NetSuite’s authorized Account Information Service Provider (AISP) is replacing the connection to the Bank of the West financial institution site with a connection to the BMO site.
Required Actions
During the migration period, you will receive a separate notification from Bank of the West with details about your account migration. When the migration of your account is complete, perform the following actions:
- If you have an existing Bank of the West connection in NetSuite and would like to connect your newly converted account, you need to delete your existing connection. Then, connect to BMO site.
- Delete your Bank of the West connection. You must delete your existing connection to avoid import errors.
- Connect to BMO.
For instructions on how to connect to your financial institution in NetSuite.
- If you have an existing BMO connection and would like to add your newly converted accounts from Bank of the West, you must rebuild your connection.