Account Services. For Account service assistance or additional information regarding your Account, please contact Customer Service via the Customer Service contact information provided above.
Account Services. You may use online banking to, among other things, view copies of checks and deposit account statements, download your account information to personal management software and set up account alerts (e.g., to be notified if an account reaches a certain balance).
Account Services. Creating an Investment Plan. We will provide you with investment advice through an investment plan (“Investment Plan”) that is based on our asset allocation models. Our advice to you takes into consideration your financial goals, your ability to take on risk, your time horizon, earnings power in a range of economic scenarios and other information that you have provided us. Executing the Investment Plan. Should you elect to implement your Investment Plan and have the portfolio as described in your Investment Plan managed on an ongoing discretionary basis by Ellevest, you will separately execute a Folio Services Agreement with Folio Investments, Inc., a registered broker-dealer, open one or more brokerage accounts with Folio under the terms of the Services Agreement authorizing Ellevest to place trades on your behalf as discretionary investment adviser in connection with the Program and formally fund the Program Accounts with cash or other assets acceptable to Ellevest. Ellevest will not commence implementation of your Investment Plan until it receives confirmation that your Program Accounts have been properly established and funded. Ellevest will solely be responsible for implementing your Investment Plan with respect to those assets custodied with Folio in Program Accounts. All of your assets that we manage for your Investment Plan will be held and custodied with Folio in these Program Accounts. These Program Accounts, in turn, will be comprised of one or more sub-accounts that correspond to the specific investment goal or goals set forth in your Investment Plan (collectively, “Goals”). These Goals are merely separate book-entry ledger entries within your Program Accounts and, therefore, they are not separate and distinct accounts for tax or accounting purposes. We will instruct Folio to use exchange-traded funds (“ETFs”), mutual funds and cash equivalents (including, money market funds) to implement the recommendations in your Investment Plan and manage the assets in your Program Account. Folio will provide trade execution, clearance, settlement, custodial, recordkeeping and reporting services to you. You appoint Ellevest as your attorney-in-fact and grant us limited power-of-attorney under this Agreement with discretionary trading authority to effect investment transactions related to the assets in your Investment Plan; however, it does not grant us custody of the assets within the Program Account within the meaning of the Investment Advisers Act of 1940...
Account Services. 2.1. In accordance with your instructions, DDSC may establish one or more Bullion safekeeping accounts for You (“Account”). DDSC may, in its sole discretion, refuse to establish an Account or suspend or close an Account.
Account Services. As part of the overall financial planning or investment management process, an insurance agent or person acting in the capacity of a broker-dealer’s registered representative, or an entity other than Cape Investment Advisory, may from time to time offer securities and/or non- securities products and services to you such as, but are not limited to: insurance; securities, real estate brokerage; legal; accounting; pension administration and/or consulting; numismatics; mortgage brokerage; borrowing and/or lending activities; precious gems and/or metals; and tax preparation. Please understand these products and services are not offered through Cape Investment Advisory. Furthermore, the Cape Investment Advisor Representative who provides you with financial planning or investment management services, may also conduct his/her business under a name other than that of Cape Investment Advisory.
Account Services. 3.1. You or your Authorised Representative(s) shall be able to access your Daenerys Account via our Website, in order to issue or terminate an Encrypted Private Key Card, pay for any fees due from you, initiate a withdrawal Instruction to withdraw a Digital Asset from any of your Digital Asset Deposit Address and view other information regarding your account.
Account Services. 6.1 It is the intent and explicit agreement of the parties to this Deed that the Trustee has control of the Account in the manner set out in this Deed.
Account Services. As part of your XXX.XX Account, XXX.XX provides qualifying users access to accounts for you to store, track, transfer, and manage your balances of cryptocurrency and/or dollars or other supported currency. All cryptocurrency or dollars (or other supported currencies) that are held in your account are held by XXX.XX for your benefit. You can load funds into your account from a valid bank account via ACH transfer or wire transfer, or other accepted payment methods such as credit or debit cards. Your balance is in a pending state and will not be credited to your XXX.XX Account until after the bank transfer has cleared, usually with 5 business days. We may debit your linked bank account as soon as you initiate payment. Other payment methods may take a longer period to clear, and withdrawals may be limited for a period after a receipt of payments. Your XXX.XX Account allows you to hold and transfer US dollars which are held by XXX.XX for your benefit at U.S. FDIC-insured banks. XXX.XX may impose withdrawal limits on your XXX.XX Account from time to time in its discretion. Title to cryptocurrency represented in your XXX.XX Account shall at all times remain with you and shall not transfer to XXX.XX. Your balances in your XXX.XX Account are not segregated and cryptocurrency or cash are held in shared addresses or accounts, as applicable. A valid purchase of cryptocurrency that is accepted by XXX.XX generally will initiate on the business day we receive your instructions. Purchased cryptocurrency or transferred payments will be credited to your XXX.XX Account as soon as funds have settled to XXX.XX, which in the case of a bank account or credit or debit card may take up to five business days. If XXX.XX cannot complete your transaction for any reason (such as price movement, or an order exceeding the maximum order size), XXX.XX will reject the order and notify you of such rejection. You will not be charged for a rejected transaction. When you give us instructions to purchase (buy) cryptocurrency, you cannot withdraw your consent to that purchase unless the purchase is not scheduled to occur until a future date, provided that you may withdraw your consent up until the end of the business day before the date is scheduled to take place. XXX.XX does not represent or treat assets in your XXX.XX Account as belonging to XXX.XX. You acknowledge that your XXX.XX Account is not subject to protections or insurance provided by the Federal Deposit Insurance Corporation or the Se...
Account Services. You may use online banking to view copies of checks and deposit account statements, place stop payments on checks, download your account information to personal management software and set up account alerts (e.g., to be notified if an account reaches a certain balance).· • Bill Payment/Make A Payment: o Pay One/Pay Many. “Pay One” or “Pay Many” are payments that you enter each time you want to make a payment(s). You schedule the date you want the payment(s) sent (“Payment Date”).
Account Services. You may use Online or Mobile Banking to view copies of checks and deposit account transaction history, place Stop Payments on checks, download your account information to personal management software, and set up account alerts (e.g., balance transfers or maturity notices). The Bank determines at its sole discretion the types of personal financial software that may be used in Online or Mobile Banking. You are solely responsible for the cost of obtaining and maintaining the software and for downloading transaction data on a timely basis. Transaction history is generally available for 12 months depending on the date of the last account statement. You will not be notified prior to the purging of transaction data. The Bank cannot restore transaction history to the Service once purged.
