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When you open an account, we will ask bmo harris tax planning your name, address, date of birth and other information that will allow us to identify hzrris.

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Bmo harris tax planning	We may also ask you to provide a copy of your driver's license or other identifying documents. If the requested information is not provided within 30 calendar days, the account will be subject to closure. For each business or entity that opens an account, we will ask for your name, address and other information that will allow us to identify the entity. This information is being used to support the promotion or marketing of the planning strategies discussed herein. For more information on individual Financial Advisors, you may visit adviserinfo. This information is not intended to be legal advice or tax advice to any taxpayer and is not intended to be relied upon as such. BMO Bank N.
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