Chat. A web-based system to permit shareholders and potential shareholders to engage customer service agents through Internet chat. Services offered through chat are the same as through telephone servicing and include account information, transaction history, account maintenance, purchase, liquidation, etc.
Appears in 34 contracts
Samples: Transfer Agent Servicing Agreement (Monetta Trust), Fund Servicing Agreement (Advisor Managed Portfolios), Fund Servicing Agreement (Roundhill ETF Trust)
