Account Features Sample Clauses

Account Features. 2.1 The Private bank account is a Transaction Account. 2.2 This account is only available as a sterling account. 2.3 You will receive a debit card for use on this account. 2.4 If you meet our Arranged Overdraft eligibility criteria, you can apply at any time for an Arranged Overdraft on this account.

Account Features. The information below shows the features that may be made available to you through your Account, and information about how they work and what the costs and terms of each feature are.

Account Features. User accounts are tailored to support specific functionalities for Learners, Tutors, and Authors, which may include: ● Personal Information Management: Tools for updating personal information relevant to user roles. ● Lesson and Content Management: Capabilities for managing lessons and educational content. ● Communications: Tools for facilitating communication between users. ● Financial Transactions: Features for handling payments and financial records. ● Access Controls: Management of access to various Platform resources.

Account Features. By accepting your Account Application, we agree to serve as your broker and maintain an Account for you. We agree to buy, sell or otherwise dispose of securities for you according to your instructions, subject to an authorized order. We and NFS also agree to provide the services and features described below. Note, however, that neither we nor NFS offers any tax, legal or accounting advice in connection with this Account. Unless you complete the “Supplemental Application for NFS Margin Account Privileges,” and agree to the “Disclosure on Credit Terms on Transactions,” and NFS accepts your Account for margin trading, your Account will be opened as a cash Account.

Account Features. The Tax Lot Harvesting Strategy is offered only to Clients with securities in the Account valued at least $25,000. Not all models used by an Account are eligible for tax loss harvesting. Where available, this service is offered for an additional fee of 20 bps on the assets in the Account. Billing is calculated quarterly based on the average daily balance of the Account. Axos Invest will deduct this fee from your Account. This service is designed to capture investment losses in your Account, which may be used to offset your taxable income and investment gains, resulting in a reduced tax liability. Axos Invest will use a consultant approach to identify your tax loss target. Based on this tax loss target, Axos Invest will review your tax loss target and your Account quarterly to determine available unrealized losses. Axos Invest will sell securities to realize these losses. These losses will be used to offset realized gains in the Account. Axos Invest will make every effort to harvest losses to reach your desired tax loss target; however, Axos Invest does not guarantee that it can fulfill your tax loss target. If loss opportunities are presented intra quarter, Axos Invest will notify you to discuss the potential of an additional tax loss selling opportunity. Please be aware that if you and/or your spouse have other taxable or non-taxable accounts outside of your Account, and you hold in those outside accounts the securities held in your Account, trading any of those securities 30 days before or after trades in those same securities as part of the Tax Lot Harvesting Strategy may trigger possible wash sales and, as a result, a nullification of any tax benefits of the strategy. For more information on the wash sale rule, please read IRS Publication 550. You should confer with your tax advisor regarding the tax consequences of investing and engaging in the Tax Lot Harvesting Strategy, based on your particular circumstances. You and your personal tax advisors are responsible for how the transactions in your Account with Axos Invest or in any other accounts you maintain are reported to the IRS or any other taxing authority. Axos Invest assumes no responsibility to you for the tax consequences of any transaction. If as part of the Tax Lot Harvesting Strategy, Axos Invest replaces investments with investments that are noted as “similar” or an equivalent description, this is a reference to investments that are expected, but are not guaranteed, to perform similarly and...

Account Features. In the case of ▇▇▇ Accounts, you hereby authorize and request NFS or Fidelity Management Trust Company (“FMTC”) to make payment of amounts representing redemption(s) made by you, or to secure payments of amounts to be invested by you, by initiating credit or debit entries to your bank account associated with the instructions specified in your Account Application, and you authorize and request the bank to accept any such credit or debit entries initiated by NFS or FMTC to such bank account and to credit or debit, as requested, the same to such bank account, without responsibility for the correctness thereof or for the existence of any further authorization relating thereto. You hereby ratify any telephone instructions given pursuant to this authorization and agree that neither a fund nor NFS, FMTC, or any of their agents, affiliates, or successors, as applicable, will be liable for loss, liability, cost, or expense for acting upon such instructions. It is understood that this authorization may be terminated by you at any time by written notification to NFS and to the bank. Any such notification shall be effective only with respect to entries after receipt of such notification and a reasonable time to act on it.

Account Features. Bank will offer a checking account product with student and workplace benefits, account features and fees are available upon request. Bank reserves the right to amend or enhance such features and fees from time-to-time. Bank will never charge additional fees for opening a student checking account, and will not allow the ID Card to be marketed, portrayed or converted into a credit card. Additionally, all Bank-branded ATM’s on the University’s campus will be free of transaction charges to Bank account holders when accessing their account with a Bank ATM/Debit Card or linked ID Card throughout the Term of this Agreement and any renewal periods. Additional enhancements to Banking Services will be subject to further agreement of both parties.

Account Features