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30 Adelaide Street East, Suite 1 Toronto, ON., M5C 3G9 Tel: TollFree: 18006687327 Fax: TollFree: 18002002497 www.bmo.com/gam/caBMO INVESTMENTS INC. (BMOII) NEW ACCOUNT APPLICATION RETIREMENT SAVINGS
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How to fill out bmo gam automatic rebalancing

01
Log in to your BMO online banking account.
02
Navigate to the investment section or find BMO GAM options.
03
Select the automatic rebalancing feature.
04
Choose the accounts that you want to enable rebalancing for.
05
Set your preferred frequency for rebalancing (e.g., monthly, quarterly).
06
Review and confirm your selected asset allocation.
07
Submit the changes and monitor your investments to ensure they are rebalanced as scheduled.

Who needs bmo gam automatic rebalancing?

01
Investors looking for a hands-off investment approach.
02
Individuals who want to maintain a specific asset allocation.
03
Clients who experience changes in market conditions and want their portfolio adjusted automatically.
04
People who lack the time or expertise to manually rebalance their portfolios.
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BMO GAM automatic rebalancing is a service that ensures investment portfolios are adjusted periodically to maintain a target asset allocation, helping to manage risk and align with investment goals.
Investors and account holders utilizing BMO's portfolio management services that include automatic rebalancing are typically required to file for this option.
To fill out the BMO GAM automatic rebalancing form, investors need to provide their personal information, account details, and specify their investment goals and target asset allocation.
The purpose of BMO GAM automatic rebalancing is to maintain the desired level of risk in a portfolio by realigning asset allocations back to the target percentages after market fluctuations.
The information that must be reported includes account holder details, target asset allocation percentages, current asset distribution, and any changes to investment strategy.
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