Unified Account definition

Unified Account means all Modules' collected records for one Entity.
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Unified Account means an account used by Friends and Family Consumers to pay for telephone services, online messaging, and video visitation, in order to communicate with consumers who are incarcerated. This type of account is also called a visitor account.
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Examples of Unified Account in a sentence

  • In Sponsor’s sole discretion Sponsor may reorganize any of the portfolios or investment strategies (each, an “Investment”) in the Active Portfolios® investments, Select Separate Account, Investor Unified Account, Vista Separate Account, or Access Account (the “Manager Directed Programs”) into another Manager Directed Program.

  • The discretionary services for the Investor Unified Account Program described in this Agreement will be provided solely by Envestnet.

  • In order to give Envestnet the requisite authority to retain Envestnet Managers on your behalf and to trade the Investor Unified Account Program Assets directly, you grant Envestnet full discretionary authority to buy, sell, exchange, convert or otherwise trade in any and all stock, bonds, mutual funds, alternative investments and other securities in Investor Unified Account(s).

  • Partial withdrawals from your Investor Unified Account should be in amounts not less than $5,000 and may not reduce your Investor Unified Account value below the account minimum.

  • You understand that based on the information you provide to your financial advisor when opening an Investor Unified Account, in the Relationship Application, and the SIS, Sponsor and/or Envestnet will independently determine, in their discretion, whether to accept or reject an Investor Unified Account(s).

  • You direct Sponsor to follow the instructions of Envestnet with respect to all transactions in the Investor Unified Account, and you acknowledge and agree that Envestnet may attempt to group orders among its clients where consistent with Envestnet’s obligation to seek best execution.

  • If Envestnet and/or Envestnet Manager is removed, or the provision of services to you with respect to an Investor Unified Account is discontinued, you will need to elect a successor Envestnet Manager.

  • You understand and acknowledge that Sponsor may terminate the Envestnet and/or Envestnet Manager’s participation in the Investor Unified Account, and/or discontinue the Envestnet Manager’s services with respect to a particular investment strategy, by providing Envestnet with at least thirty (30) days prior written notice.

  • Envestnet will provide you with discretionary investment advisory services in accordance with the asset allocation you select and the related investment vehicles selected based on the investment objectives, and Reasonable Restrictions you may impose on the management of your Investor Unified Account.

  • Investor Unified Account Program Services: Sponsor will provide you with investment advisory services through one or more of its financial advisor(s).