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New Client Application Form ALL SECTIONS MUST BE COMPLETED. PAGE 1 OF 9 ACCOUNT NO. Investment Advisor Use Only Account Typeset ACCOUNTUPDATE EXISTING ACCOUNTPreferred LanguageENGLISHFRENCHIA CHANGE
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How to fill out robo-advisor - automated investing

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Choose a robo-advisor platform that aligns with your investment goals and risk tolerance.
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Create an account on the chosen robo-advisor platform by providing personal and financial information.
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Set investment goals and preferences such as investment amount, time horizon, and risk level.
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Select a portfolio option offered by the robo-advisor, which is typically based on your risk tolerance and investment goals.
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Complete the account setup by linking your bank account for funding and set up automatic deposits for regular investments.
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Monitor your investments periodically and make adjustments as needed based on your financial goals.

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Individuals who want a hands-off approach to investing and prefer a more passive investment strategy.
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Beginners in investing who want to start with a low initial investment and minimal financial knowledge.
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Robo-advisor - automated investing is a type of investment platform that uses algorithms to manage and optimize investment portfolios without the need for human intervention.
Financial institutions and investment firms that offer robo-advisor services are required to file robo-advisor - automated investing.
To fill out robo-advisor - automated investing, financial institutions need to report detailed information about the automated investment portfolios and strategies used.
The purpose of robo-advisor - automated investing is to provide low-cost and efficient investment management services to investors.
Information such as asset allocation, investment performance, fees, and risk factors must be reported on robo-advisor - automated investing.
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