Betterment Securities definition
Examples of Betterment Securities in a sentence
Client understands that, subject to applicable requirements, Betterment Securities and Betterment may report holdings and transactions in Client’s Account in terms of either U.S. Dollars or shares.
Client agrees to indemnify and hold Betterment Securities, Betterment, and their affiliates harmless from any Losses arising out of or relating to an attempt to amend or cancel an ACH transfer request.
In addition, Client understands that Betterment and Betterment Securities reserve the right to report to consumer and securities credit reporting agencies any negative credit information pertaining to any Account held by Client at Betterment Securities or managed by Betterment.
The Fiduciary agrees to indemnify and hold Betterment Securities and its affiliates harmless from and against any Losses arising out of or relating to any act, error, or omission of the Fiduciary.
Betterment and Betterment Securities may, in their sole discretion, permit the transfer of funds into or out of the Account in other forms or via alternative means.
Betterment and Betterment Securities, in their sole discretion, may impose a longer waiting period during which funds may not be available for trading or withdrawal.
Betterment and Betterment Securities reserve the right to require that Client make requests for withdrawals from the Account in writing.
Betterment and Betterment Securities reserve the right, in their sole discretion and without advance notice, to refuse certain types of additions of funds to the Account.
Betterment Securities will send year-end tax forms to the Primary Account Holder only.
Client also authorizes Betterment and Betterment Securities, without notification, to request a new background and/or credit report in connection with any review, extension, execution, or renewal of the Account.