Account Advice Sample Clauses

Account Advice. The Program offers you the ability to pursue your investment goal for your Account. Through the Program’s online profiling process (“Online Profiling Process”) and a Program Advisor, we will assist you in establishing a target asset allocation for your Account and identifying a corresponding Strategy designed to align to that asset allocation and other factors. You will interact and obtain assistance and advice and guidance from a Program Advisor and associated team. Our investment recommendations are based only on, and are limited to, the financial information you provide to us for the Account through the Online Profiling Process, a Program Advisor or otherwise in connection with the Program. If there is more than one account holder, the information you provide to us should reflect the views and circumstances of all owners on the Account. If you are the fiduciary of the Account for the benefit of the account owner or account holder (e.g., the trustee for a trust or custodian for an UTMA), the information you provide to us should reflect that these assets will be invested for the benefit of such account owner or account holder. We will not independently verify the information you provide and will not consider other information obtained in connection with another account or relationship with Xxxxxxx Xxxxx or its Affiliates other than as described in the Brochure. Our advice with respect to the assets in that Account is intended to be consistent with and limited by: • Your Account target asset allocation. • Your Account Strategy. • Other applicable factors such as the type of Account you establish. • Any Account investment restrictions, that you request and we accept as reasonable, as described in the Brochure. To make changes to your Account, you should contact a Program Advisor.
Sample 1
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Account Advice. The Program offers you the ability to pursue your investment goal for your Account. Through the Program’s online profiling process (“Online Profiling Process”), we will assist you in establishing a recommended Target Asset Allocation for your Account and identifying a corresponding Strategy designed to align with the information you provide in connection with the Program. By entering into the Agreement, you acknowledge that the Account has a total return investment objective and liquidity needs profile that is consistent with the Strategies. The Strategies that are available and how they are constructed, managed and implemented are described in more detail in the Brochure and the Strategy Profiles. Our investment recommendations are based only on, and are limited to, the financial information you provide to us for the Account through the Online Profiling Process or otherwise in connection with the Program. If there is more than one account holder, the information you provide to us should reflect the views and circumstances of all owners on the Account. If you are the fiduciary of the Account for the benefit of the account owner or account holder (e.g., the trustee for a trust or custodian for an UTMA), the information you provide to us should reflect that these assets will be invested for the benefit of such account owner or account holder.‌‌‌‌‌
Sample 1

Related to Account Advice

  • Account Access Electronic Check Transactions may only be made from your checking account.

  • Account Alerts The Account Alerts service is a tool for managing accounts. By enrolling for Account Alerts, you expressly consent to the Credit Union communicating with you by email or text with contact information you have provided. Account Alerts should not be relied upon solely for account information. While the Credit Union makes every effort to ensure alerts are delivered as expected, there are conditions that may make the alerts unreliable such as, but not limited to: spam filters, relay detectors, inaccurate or obsolete email addresses, network or system failures, etc. The Credit Union recommends that the service be tested prior to regular use to identify any limiting conditions that may be present. The Credit Union does not guarantee the delivery of any account alert.

  • Account Agreement Lender shall have received the original of the Account Agreement executed by each of Cash Management Bank and Borrower.

  • Crediting of Deposits Deposits made after the deposit cutoff time and deposits made on holidays or days other than our business days will be credited to your account on the next business day.

  • Disclosure Statement for Xxxxxxxxx Education Savings Accounts 1. Who is Eligible for a Xxxxxxxxx Education Savings Account? Anyone may contribute to a Xxxxxxxxx Education Savings Account regardless of his or her relationship to the beneficiary. The beneficiary of a Xxxxxxxxx Education Savings Account

  • How Are Contributions to a Xxxxxxxxx Education Savings Account Reported for Federal Tax Purposes? Contributions to a Xxxxxxxxx Education Savings Account are reported on IRS Form 5498-ESA.

  • Adult Education Teachers of Adult Education shall be paid at the rate of thirty-five ($35.00) an hour. Break time will not be deducted from teachers’ pay.

  • Foreign Account Tax Compliance Act A. To the extent the Reinsurer is subject to the deduction and withholding of premium payable hereon as set forth in the Foreign Account Tax Compliance Act (Sections 1471-1474 of the Internal Revenue Code), the Reinsurer shall pay or allow such deduction and withholding from the premium payable under this Contract.

  • Account Verification Whether or not a Default or Event of Default exists, Agent shall have the right at any time, in the name of Agent, any designee of Agent or any Borrower, to verify the validity, amount or any other matter relating to any Accounts of Borrowers by mail, telephone or otherwise. Borrowers shall cooperate fully with Agent in an effort to facilitate and promptly conclude any such verification process.

  • Account Reconciliation You will verify and reconcile any out-of-balance condition, and promptly notify the Credit Union of any errors within the time periods established in the Membership and Account Agreement after receipt of your account statement. If notified within such period, the Credit Union shall correct and resubmit all erroneous files, reports, and other data at the Credit Union's then standard charges, or at no charge, if the erroneous report or other data directly resulted from the Credit Union's error.

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