WEALTHFRONT JOINT ACCOUNT CLIENT AGREEMENTSElectronic Agreement and Disclosure • February 4th, 2022 • California
You (“Client”) and Wealthfront Inc., a Delaware corporation and an SEC registered investment adviser (“Wealthfront”), agree to enter into a financial advisory relationship which will allow Wealthfront to manage your brokerage account at such securities broker as Wealthfront may designate (“Broker”), which may be affiliated with Wealthfront, as described further below. This Agreement is effective as of the first day such a brokerage account is opened and is ready to receive trading instructions from Wealthfront (the “Effective Date”) based upon the investment plan recommended by Wealthfront to Client, including the features designated by Client (the “Plan”). In consideration of the mutual covenants herein, Client and Wealthfront agree as follows:
ContractElectronic Agreement and Disclosure • May 17th, 2017 • Wisconsin
This discretionary investment management agreement (“Agreement”) between ETF Model Solutions, LLC, a registered investment adviser whose mailing address is 2200 North Richmond Street, Suite 200, Appleton, Wisconsin 54911 (“ETFMS”, “we,” “our” or “us”), and you.
FUNDRISE ADVISORS, LLCElectronic Agreement and Disclosure • November 18th, 2020 • Delaware
You (“Client”) and Fundrise Advisors, LLC, a Delaware limited liability company and an SEC registered investment adviser (“Fundrise Advisors”), agree to enter into an agreement that will allow Fundrise Advisors to allocate distributions from you investments in Fundrise Advisors-affiliated issuers into additional purchases of securities of Fundrise Advisors-affiliated issuers, including fractional shares thereof (“Securities”). This Agreement is effective as of the first day Client agrees to it (the “Effective Date”) and has instructed Fundrise Advisors on how to allocate Client’s distributions based upon the investment plan designed by Client (the “Plan”). In consideration of the mutual covenants herein, Client and Fundrise Advisors agree as follows:
Axos Invest Client Account AgreementsElectronic Agreement and Disclosure • September 28th, 2019 • Nevada
These are the agreements and other documents that establish and govern the relationship between Axos Invest, Inc. (“Axos Invest”) and clients.
CLIENT ACCOUNT AGREEMENTSElectronic Agreement and Disclosure • February 13th, 2017 • Virginia
You (the “Client”) and HustleWealth Investment and Asset Management, LLC., a Virginia corporation and an SEC registered investment adviser (“Hustlewealth, HWIAM, the Firm”), agree to enter into a financial advisory relationship which will allow HustleWealth to manage your brokerage account at such securities broker as HustleWealth may designate (the “Broker”), which may be affiliated with HustleWealth, as described further below. This Agreement is effective as of the first day such a brokerage account is opened and is ready to receive trading instructions from HustleWealth (the “Effective Date”) based upon the investment plan recommended by HustleWealth to Client (the “Plan”). In consideration of the mutual covenants herein, Client and HustleWealth agree as follows:
