Common Contracts
6 similar Account Agreement contracts
GUIDED WEALTH PORTFOLIOS (GWP) ACCOUNT AGREEMENTAccount Agreement • March 19th, 2022 • Massachusetts
This Account Agreement (“Agreement”) is entered into by and among LPL Financial LLC (“LPL”), a registered investment advisor and broker-dealer, the registered investment advisor indicated in Section V of the Account Application attached hereto (“Advisor”), FutureAdvisor, Inc. (“FutureAdvisor”), and the client indicated in Section I of the Account Application (“Client” or “you”), pursuant to which Client will open an account (“Account”) with LPL and Advisor for the purpose of participating in the Guided Wealth Portfolios Program (“Program”). Notwithstanding any other provision of this Agreement to the contrary, the advisory services to be provided under this Agreement shall not begin until your Account paperwork has been accepted by LPL at its home office as being in good order and the applicable minimum Account balance has been reached as described in Section 10 below. LPL’s acceptance of the Account will generally occur within 15 business days, but can take longer in certain circumsta
GUIDED WEALTH PORTFOLIOS (GWP) ACCOUNT AGREEMENTAccount Agreement • December 3rd, 2018 • Massachusetts
This Account Agreement (“Agreement”) is entered into by and among LPL Financial LLC (“LPL”), a registered investment advisor and broker-dealer, the registered investment advisor indicated in Section V of the Account Application attached hereto (“Advisor”), FutureAdvisor, Inc. (“FutureAdvisor”), and the client indicated in Section I of the Account Application (“Client” or “you”), pursuant to which Client will open an account (“Account”) with LPL and Advisor for the purpose of participating in the Guided Wealth Portfolios Program (“Program”). Notwithstanding any other provision of this Agreement to the contrary, the advisory services to be provided under this Agreement shall not begin until your Account paperwork has been accepted by LPL at its home office as being in good order and the applicable minimum Account balance has been reached as described in Section 10 below. LPL’s acceptance of the Account will generally occur within 15 business days, but can take longer in certain circumsta
GUIDED WEALTH PORTFOLIOS (GWP) ACCOUNT AGREEMENTAccount Agreement • March 14th, 2018 • Massachusetts
This Account Agreement (“Agreement”) is entered into by and among LPL Financial LLC (“LPL”), a registered investment advisor and broker-dealer, the registered investment advisor indicated in Section V of the Account Application attached hereto (“Advisor”), FutureAdvisor, Inc. (“FutureAdvisor”), and the client indicated in Section I of the Account Application (“Client” or “you”), pursuant to which Client will open an account (“Account”) with LPL and Advisor for the purpose of participating in the Guided Wealth Portfolios Program (“Program”). Notwithstanding any other provision of this Agreement to the contrary, the advisory services to be provided under this Agreement shall not begin until your Account paperwork has been accepted by LPL at its home office as being in good order and the applicable minimum Account balance has been reached as described in Section 10 below. LPL’s acceptance of the Account will generally occur within 15 business days, but can take longer in certain circumsta
GUIDED WEALTH PORTFOLIOS (GWP) ACCOUNT AGREEMENTAccount Agreement • March 14th, 2018 • Massachusetts
This Account Agreement (“Agreement”) is entered into by and among LPL Financial LLC (“LPL”), a registered investment advisor and broker-dealer, the LPL Investment Advisor Representative indicated in Section V of the Account Application attached hereto (“IAR”), FutureAdvisor, Inc. (“FutureAdvisor”), and the client indicated in Section I of the Account Application (“Client” or “you”), pursuant to which Client will open an account (“Account”) with LPL and IAR for the purpose of participating in the Guided Wealth Portfolios Program (“Program”). Notwithstanding any other provision of this Agreement to the contrary, the advisory services to be provided under this Agreement shall not begin until your Account paperwork has been accepted by LPL at its home office as being in good order and the applicable minimum Account balance has been reached as described in Section 10 below. LPL’s acceptance of the Account will generally occur within 15 business days, but can take longer in certain circumsta
GUIDED WEALTH PORTFOLIOS (GWP) ACCOUNT AGREEMENTAccount Agreement • November 21st, 2017 • Massachusetts
This Account Agreement (“Agreement”) is entered into by and among LPL Financial LLC (“LPL”), a registered investment advisor and broker-dealer, the LPL Investment Advisor Representative indicated in Section V of the Account Application attached hereto (“IAR”), FutureAdvisor, Inc. (“FutureAdvisor”), and the client indicated in Section I of the Account Application (“Client” or “you”), pursuant to which Client will open an account (“Account”) with LPL and IAR for the purpose of participating in the Guided Wealth Portfolios Program (“Program”). Notwithstanding any other provision of this Agreement to the contrary, the advisory services to be provided under this Agreement shall not begin until your Account paperwork has been accepted by LPL at its home office as being in good order and the applicable minimum Account balance has been reached as described in Section 9 below. LPL’s acceptance of the Account will generally occur within 15 business days, but can take longer in certain circumstan
GUIDED WEALTH PORTFOLIOS (GWP) ACCOUNT AGREEMENTAccount Agreement • July 25th, 2017 • Massachusetts
This Account Agreement (“Agreement”) is entered into by and among LPL Financial LLC (“LPL”), a registered investment advisor and broker-dealer, the registered investment advisor indicated in Section V of the Account Application attached hereto (“Advisor”), FutureAdvisor, Inc. (“FutureAdvisor”), and the client indicated in Section I of the Account Application (“Client” or “you”), pursuant to which Client will open an account (“Account”) with LPL and Advisor for the purpose of participating in the Guided Wealth Portfolios Program (“Program”). Notwithstanding any other provision of this Agreement to the contrary, the advisory services to be provided under this Agreement shall not begin until your Account paperwork has been accepted by LPL at its home office as being in good order and the applicable minimum Account balance has been reached as described in Section 9 below. LPL’s acceptance of the Account will generally occur within 15 business days, but can take longer in certain circumstan
