Wealth Management Account definition

Wealth Management Account means the account in the name of the Customer opened and maintained with the Bank subject to the Terms and Conditions for Accounts under Wealth Management Investment Portfolio (Wealth Management Accounts).

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Wealth Management Account means any U.S. Bank agency, custody, trust or ▇▇▇ account that is eligible for digital access for Ascent Private Capital Management, Private Wealth Management, or Wealth Management customers.

Wealth Management Account means the account in the name of the Customer opened and maintained with the Bank through which Securities are transacted and secured credit is granted.

Examples of Wealth Management Account in a sentence

• Your personal information is required to evaluate our ability to provide you with the services outlined herein and to administer any Wealth Management Account (“WMA”) account established on your behalf.

• For joint accounts, if any joint account holder is an internet banking user(s), you will also receive Wealth Management Account statements and Wealth transactional advices electronically.

• Otherwise, you will receive your Wealth Management Account statements and Wealth transactional advices in either electronic copies and/or hard copies according to the preferences or settings in your existing deposits account(s) held with us.

• The Paying Agent/Registrar shall wire $3,648,951.49 representing the amount to be deposited to the Escrow Fund ($3,646,951.49) and the Escrow Agent Fee ($2,000.00), ABA #▇▇▇▇▇▇▇▇▇, Account #600024642, Account Name: Wealth Management Account, City of Kennedale, Texas General Obligation Refunding Bonds, Series 2016, Attn: ▇▇.

• A First Interstate Wealth Management Account No _______________ pursuant to a Commercial Pledge Agreement from Borrower to Lender, dated February 5, 2019, all the terms and conditions of which are hereby incorporated and made a part of this Change in Terms Agreement.

More Definitions of Wealth Management Account

Wealth Management Account means each Account which is established pursuant to Customer’s designation on the applicable Wealth Management Services Enrollment Form for Wealth Management Services.