Account Agreement Sample Contracts

PERMANENT FUNDING (NO. 1) LIMITED AS FUNDING 1 AND PERMANENT FUNDING (NO. 2) LIMITED AS FUNDING 2 AND
Account Agreement • December 17th, 2007 • Permanent Funding (No. 2) LTD • Asset-backed securities • England
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SERIES 2016-3 LOCKBOX ACCOUNT AGREEMENT Dated as of August 3, 2016
Account Agreement • August 11th, 2016 • AFS SenSub Corp. • Asset-backed securities • Texas

JPMorgan Chase Bank, N.A. (“Processor”), AmeriCredit Financial Services, Inc. (“AmeriCredit”), Citibank, N.A., as Trustee (the “Trustee”), and AmeriCredit Automobile Receivables Trust 2016-3 (the “Trust”) agree as follows:

SERIES 2012-4 LOCKBOX ACCOUNT AGREEMENT Dated as of September 10, 2012
Account Agreement • September 26th, 2012 • AmeriCredit Automobile Receivables Trust 2012-4 • Asset-backed securities • Texas

JPMorgan Chase Bank, N.A. (“Processor”), AmeriCredit Financial Services, Inc. (“AmeriCredit”) and Wells Fargo Bank, National Association, as Trustee (the “Trustee”), agree as follows:

Contract
Account Agreement • October 19th, 2020 • FS Global Credit Opportunities Fund • New York

This U.S. PB Agreement (including all terms, schedules, supplements and exhibits attached hereto, this “Agreement”) is entered into between the customer specified below (“Customer”) and BNP Paribas Prime Brokerage, Inc. (“BNPP PB, Inc.”) on behalf of itself and as agent for the BNPP Entities (as defined in the Account Agreement attached as Exhibit A hereto). The Agreement sets forth the terms and conditions on which BNPP PB, Inc. will transact business with Customer. Customer and BNPP PB, Inc., on behalf of itself and as agent for the BNPP Entities, have also entered into the Account Agreement.

APPLICATION AND CREDIT CARD ACCOUNT AGREEMENT
Account Agreement • October 23rd, 2013 • Utah
ACCOUNT AGREEMENT
Account Agreement • December 20th, 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”), and the client indicated in Section I the Account Application (“Client”), pursuant to which Client will open an account (“Account”) with LPL and IAR for the purpose of participating in the Model Wealth Portfolios Program (“Program”). Notwithstanding any other provision of this Agreement to the contrary, the advisory services to be provided under this Agreement by either LPL or IAR shall not begin until your Account paperwork has been accepted by LPL at its home office as being in good order. LPL’s acceptance of the Account will generally occur within 15 business days, but can take longer in certain circumstances, from the day you provide completed paperwork to your IAR. A description of the services to be provided and the parties

The Bank of New York Mellon, London Branch
Account Agreement • February 4th, 2024
Account Agreement
Account Agreement • September 14th, 2020
TRUST ACCOUNT AGREEMENT
Account Agreement • June 16th, 2015 • Illinois
Membership & Account Agreement
Account Agreement • January 9th, 2024 • Arizona

This Agreement covers your and our rights and responsibilities concerning Accounts the Credit Union (Credit Union) otfers. In this Agreement, the words “you” and “yours” mean anyone who signs any membership account document (Account Card). The words “we,” “us,” and “our” mean the Credit Union. The word “account” means any one or more share or other accounts you have with the Credit Union. This Agreement applies to all accounts you have with us at this time and at any future time, and supersedes and replaces all prior agreements governing your account.

FINTECH BANK LTD. CUSTOMER ACCOUNT AGREEMENT
Account Agreement • July 27th, 2021

The words “you,” “your,” “account holder,” and “Customer” mean the person or legal entity that has submitted an account application (hereinafter an “Account Application”) to or opened an Account with the Bank, as well as all signatories on any Bank documentation.

ON 25 NOVEMBER 2015, ON 27 JUNE 2016, 26 MAY 2017, ON 25 MAY 2018, ON
Account Agreement • January 4th, 2024 • England
ACCOUNT AGREEMENT
Account Agreement • December 20th, 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 firm indicated in Section V of the Account Application attached hereto (“Advisor”), the client indicated in Section I of the Account Application (“Client”), and, if applicable, the portfolio manager indicated in Section VI of the Account Application, a registered investment advisor (“SMA Portfolio Manager”). Within the Manager Access Select program (“Program”), LPL offers two alternatives – the Separately Managed Account Platform (the “SMA Platform”) and the Model Portfolio Platform (the “MP Platform” and together with SMA Platform, the “Platforms”) – through which clients may invest. Client desires to open an account (“Account”) with LPL and Advisor for the purpose of participating in either the SMA Platform or the MP Platform. A description of the services to be provided and the parties providing the services

ACCOUNT AGREEMENT
Account Agreement • May 17th, 2020 • Virginia

Thank You for choosing BB&T Securities LLC, a wholly owned non bank subsidiary of Truist Financial Corporation, to serve as Your securities broker and to make available to You all or some of the services described in this Agreement. This Agreement is between You and BB&T Securities, LLC (“BB&T Securities”) and contains the terms, conditions and representations that govern any and all accounts You maintain at BB&T Securities.

ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT
Account Agreement • October 5th, 2023

Form 5305-RA is a model custodial account agreement that meets the requirements of section 408A. However, only Articles I through VIII have been reviewed by the IRS. The Depositor whose name appears in the accompanying Application is establishing a Roth IRA under section 408A to provide for his or her retirement and for the support of his or her beneficiaries after death. The account must be created in the United States for the exclusive benefit of the Depositor or his or her beneficiaries. The Custodian has given the Depositor the disclosure statement required under Regulations section 1.408-6. The Depositor and the Custodian make the following agreement:

ACCOUNT AGREEMENT
Account Agreement • December 13th, 2023

ADVISORY AGAINST ILLEGAL USE APPLICABLE TO BUSINESS MEMBER ACCOUNT AGREEMENT AND ELECTRONIC FUND TRANSFERS DISCLOSURE 31

Customer Account Agreement
Account Agreement • February 24th, 2024 • Tennessee
Account Agreement and
Account Agreement • June 6th, 2017

This Account Agreement and Disclosures (“Agreement”) is designed to explain our accounts and services in detail. This Agreement contains information about our banking options, as well as steps that you can take to help enhance your relationship with us and get the most out of your accounts.

ACCOUNT AGREEMENT
Account Agreement • March 22nd, 2022 • Massachusetts

In consideration of LPL Financial LLC (LPL) agreeing to open a SWM/SWM II investment account (Account) for you, you hereby understand, acknowledge and agree:

GUIDED WEALTH PORTFOLIOS (GWP) ACCOUNT AGREEMENT
Account 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

ACCOUNT AGREEMENT AND DISCLOSURES
Account Agreement • November 22nd, 2023 • Michigan

This Account Agreement contains rules, which govern your account(s) with Christian Financial Credit Union, also referred to as Christian Financial. This Agreement covers your rights and responsibilities concerning your accounts and the rights and responsibilities of the Credit Union providing this Agreement. Please read this document carefully. When you sign your signature card or agree through the Credit Union’s Online application, your acceptance of these terms allows us to assess and collect fees, as disclosed, directly from your account balance. You may receive a separate schedule of interest rates, qualifying balances, and fees if they are not included elsewhere in the Account Agreement and Disclosures. As used in this Agreement, the words “we”, “our”, “Christian Financial”, and “us” mean the Credit Union, and the words “you” and “your”, “member” or “owner” mean account holders and any authorized signers or agents on your account or anyone who signs an Account Card, Account Addend

ATTORNEY IOLTA TRUST ACCOUNT AGREEMENT
Account Agreement • September 19th, 2018

Pursuant to Wisconsin Supreme Court Rule (SCR) 20:1.15 the IOLTA trust account identified below shall be placed in, or established as, an interest-bearing or dividend-paying account subject to the provisions of SCR 20:1.15 (d), and to the financial institution’s rules and regulations applicable to such accounts.

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Apex Crypto User Account Agreement
Account Agreement • August 25th, 2022 • Delaware

This user account agreement (“User Agreement”) sets forth the respective rights and obligations between you, your firm (“M1”), Apex Clearing Corporation (“Apex Clearing”), and Apex Crypto LLC, a limited liability company formed under the laws of Delaware (“Apex Crypto,” “we,” or “us”). Your brokerage firm shall be referred to as M1 hereunder but shall not be considered a party to this User Agreement.

Account Agreement
Account Agreement • January 31st, 2023 • Colorado

This document is your permanent copy of Partner Colorado Credit Union’s Account Agreement. Please keep this document for your records. The information contained in this document is extensive and complex; therefore it is recommended that you ask a Partner Colorado Credit Union representative to clarify anything you do not fully understand. The table of contents below is provided for easy reference.

Synapse Financial Technologies, Inc. Demand Deposit Account Agreement
Account Agreement • June 27th, 2023 • Tennessee

This Deposit Account Agreement (this “Agreement”) governs the non-interest-bearing deposit account (the “Account”) made available to you by Synapse Financial Technologies, Inc. (“Synapse”), as a technology service provider of Evolve Bank & Trust (“Bank”), a member of the Federal Deposit Insurance Corporation (the “FDIC”). Access to your Account and the services under this Agreement is available only through the website and/or phone application (the “Mobile App”) of the internet Platform Program Partner (“Platform”) that is responsible for making the services available to you and as a result, some services under this Agreement may not be available to you. You should review your agreement with Platform for a complete list of services available. As used in this document the words “we”, “our”, and “us” refer to Bank, our successors, affiliates, or assignees, and the words “you” and “your” refer to the account holder(s) and anyone

Contract
Account Agreement • January 10th, 2024 • Oklahoma
CASH ACCOUNT AGREEMENT
Account Agreement • November 10th, 2022
Deposit Account Agreement
Account Agreement • March 23rd, 2023

This booklet contains important information concerning your deposit account relationship with UMB. For clarity, we want you to be aware that UMB offers other types of deposit accounts and those accounts are governed by their own, separate agreements; for example, health savings accounts opened at UMB are governed by their own HSA Deposit Account Terms and Conditions, and accounts opened via third-party mobile apps and websites (such as fintech accounts) are governed by their own separate customer agreements and disclosures.

TAXSLAYER DEBIT VISA DEPOSIT ACCOUNT AGREEMENT
Account Agreement • November 19th, 2020

This Deposit Account Agreement (including, but not limited to all appendices, such as the Online and Mobile Services Agreement attached as Appendix A) explains the fees, policies, terms and conditions that govern your account.

Membership & Account Agreement
Account Agreement • February 23rd, 2022 • Oregon
Execution copy
Account Agreement • October 9th, 2018 • Nexpoint Real Estate Strategies Fund • New York

This U.S. PB Agreement (including all terms, schedules, supplements and exhibits attached hereto, this “Agreement”) is entered into between the customer specified below (“Customer”) and BNP Paribas Securities Corp. (“BNPP PB”) on behalf of itself and as agent for the BNPP Entities (as defined in the Account Agreement attached as Exhibit A hereto). The Agreement sets forth the terms and conditions on which BNPP PB will transact business with Customer. Customer and BNPP PB, on behalf of itself and as agent for the BNPP Entities, have also entered into the Account Agreement.

ACCOUNT AGREEMENT
Account Agreement • August 16th, 2018 • Texas

This Customer Margin and Short Account Agreement (the “Agreement”) sets forth the respective rights and obligations of Apex, the Introducing Broker and the Customer (all as defined below) in connection with the Customer’s margin account opened with the Introducing Broker for the purchase and sale of securities and/or the borrowing of funds. The Customer understands that Apex has been designated as the clearing firm on the account and the Customer hereby acknowledgesand agrees that the margin extended to the Customer hereunder is provided by Apex.

Execution Copy
Account Agreement • July 3rd, 2013 • Dividend & Income Fund • New York

This U.S. PB Agreement (including all terms, schedules, supplements and exhibits attached hereto, this “Agreement”) is entered into between the customer specified below (“Customer”) and BNP Paribas Prime Brokerage, Inc. (“BNPP PB, Inc.”) on behalf of itself and as agent for the BNPP Entities (as defined in the Account Agreement attached as Exhibit A hereto). The Agreement sets forth the terms and conditions on which BNPP PB, Inc. will transact business with Customer. Customer and BNPP PB, Inc., on behalf of itself and as agent for the BNPP Entities, have also entered into the Account Agreement.

Oracle Corporation Singapore Pte Ltd TRIAL ACCOUNT AGREEMENT
Account Agreement • August 24th, 2020

Oracle Corporation Singapore Pte Ltd (“ORACLE”). PLEASE READ THIS AGREEMENT CAREFULLY AND PRINT OUT A COPY FOR YOUR RECORDS. THIS AGREEMENT SUPERSEDES ALL PREVIOUS VERSIONS.

ACCOUNT DISCLOSURES & AGREEMENT
Account Agreement • February 2nd, 2024

TERMS AND CONDITIONS OF YOUR ACCOUNT AGREEMENT – This Account Disclosures & Agreement (“Agreement”), along with any other documents we give you pertaining to your account(s), is a contract that establishes rules that control your account(s) with us. This Agreement covers your rights and responsibilities concerning your account and the rights and responsibilities of Frontwave Credit Union (Frontwave or Credit Union). If any provision of this Agreement is found to be unenforceable according to its terms, all remaining provisions will continue in full force and effect. As used in this Agreement the words "we," "our," "us", “Frontwave” and “Credit Union” mean Frontwave Credit Union and the words "you" and "your" means anyone who signs a signature card, account change card, or any other account opening document, or for whom membership, and/or service requests are approved through the Credit Union’s online authentication process. Unless it would be inconsistent to do so, words and phrases us

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