Common use of Allocation Changes Clause in Contracts

Allocation Changes. Client may only make one Investment Strategy change during Market Hours of each Business Day pursuant to laws and rules governing Day Trading activities (as defined in the Brokerage Agreement). Client understands and agrees that when Client has already made an Investment Strategy change during the Betterment Trading Hours on a given Business Day, Betterment may elect to treat Client’s attempts to make subsequent Investment Strategy changes during Betterment Trading Hours on that day as instructions entered outside Betterment Trading Hours and process them the next day or Betterment may elect to refuse Client’s instruction.

Appears in 8 contracts

Samples: Advisory Agreement, Advisory Agreement, Advisory Agreement

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Allocation Changes. Client may only make one Investment Strategy change during Market Hours of each Business Day pursuant to laws and rules governing Day Trading activities (as defined in the Brokerage Agreement)activities. Client understands and agrees that when Client has already made an Investment Strategy change during the Betterment Trading Hours on a given Business Day, Betterment may elect to treat Client’s attempts to make subsequent Investment Strategy changes during Betterment Trading Hours on that day as instructions entered outside Betterment Trading Hours and process them the next day or Betterment may elect to refuse Client’s instruction.

Appears in 1 contract

Samples: Advisory Agreement

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