Portfolio Rebalance Request
Portfolio Rebalance Request
Request rebalancing of your investment portfolio back to target allocations across asset classes and account types.
Client name *
Your answer
Account number(s) to rebalance *
Your answer
Current target allocation profile
Target allocation by asset class (must sum to 100%)
Rebalance trigger
Allow tax-loss harvesting during rebalance?
Avoid generating short-term capital gains?
+ 5 more questions
About this template
Request rebalancing of your investment portfolio back to target allocations across asset classes and account types.
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