Advisor Account definition
Examples of Advisor Account in a sentence
Assets of the Partnership invested in an Advisor Fund or Advisor Account will be valued in accordance with the terms and conditions of the agreement or other document governing the operation of the Advisor Fund or Advisor Account.
However, joint holders that have not signed an MAA will be required to sign an MAA prior to opening any future Advisor Account.
Advisor is solely responsible for: (i) maintaining the confidentiality and security of Advisor Account Information, and (ii) all activities that occur in connection with Advisor's Account.
Advisor will notify Intermedia immediately of any unauthorized use of Advisor's Account, Advisor Account Information, Advisor ID or any other actual or potential breach of security of Intermedia Products.
Betterment Securities will also deliver to Client (and possibly, as required by the Separate Agreement, to Advisor), Account statements, and other notices regarding the Account or the Services.
For the avoidance of doubt, Advisor Account Information will include any of the foregoing information related to accounts of Authorized Representatives.
After creating an Advisor Account, Advisor will have the opportunity to participate in the Mercury Referral Program.
It typically takes up to five (5) business days for the funds to reach your Revolut Electronic Money Account after we receive your instruction to terminate your Robo- Advisor Account.
This Investments and Infrastructure Support Credit will be calculated on a proportionate basis based on the revenues earned over the course of the applicable calendar quarter, divided by SPS Advisor Account assets as of the closing market value of each client’s SPS Advisor Account(s) as of the last business day of the calendar quarter.
CFS provides a secure Advisor Account Portal (“PAPort”) as one of the client services.