Monitoring of your MAP program is just as important as establishing one.

Each quarter you will receive a comprehensive performance report from Smart Portfolio Management that provides an analysis of the investment results and your portfolio as a whole in relation to your asset allocation.

As part of the ongoing review process your financial advisor may suggest tax strategies and potential adjustments to the portfolio as well as answer any questions you have.

MAP will help keep your investment program on track while markets fluctuate. Through automatic portfolio rebalancing , your MAP account portfolio will be adjusted if any asset class varies too far from your original target allocation.