Common use of Initial Funding Clause in Contracts

Initial Funding. In order to establish a Guided Solutions Account, I agree to transfer cash and/or marketable securities into my Account upon ▇▇▇▇▇▇ ▇▇▇▇▇’ acceptance and approval of this Services Agreement. If I transfer into my Account marketable securities that are Ineligible Investments, I authorize ▇▇▇▇▇▇ ▇▇▇▇▇ to sell or otherwise remove them from my Account within the time frame determined by ▇▇▇▇▇▇ ▇▇▇▇▇. I understand and agree that the sale of such securities may result in taxable events and material taxable gains or tax losses to me.

Initial Funding. In order to establish a Guided Solutions Account, I agree to transfer cash and/or marketable securities into my Account upon ▇▇▇▇▇▇ ▇▇▇▇▇’ acceptance and approval of this Services Agreement. If I transfer into my Account marketable securities that are Ineligible Investments, I authorize agree to give instructions to ▇▇▇▇▇▇ ▇▇▇▇▇ to sell or otherwise remove them from my Account within the time frame determined by ▇▇▇▇▇▇ ▇▇▇▇▇. I understand and agree that the sale of such securities may result in taxable events and material taxable gains or tax losses to me.