Common use of Account Requirements Clause in Contracts

Account Requirements. Ellevest investment advisory investment advisory service does not require that you maintain a minimum account balance in your Program Account. However, Program Account assets that are less than the greater of $1 or the portfolio specific minimum balance amount (which may fluctuate from time to time but can range from $1 to approximately $240), will not receive the complete asset allocation intended until sufficient contributions are received to reach the minimum account balance threshold. You may make additions to and withdrawals from your Program Account at any time, subject to Ellevest’s right to terminate your account. Additions to your Program Account may be made in cash (check, wire, direct deposit and xxxx pay) directly to Folio, XXX or brokerage transfer via ACATS or via Automatic Clearing House (“ACH”) transaction from your linked checking or savings account, or in certain securities (ETFs that Ellevest can utilize in creating a diversified investment portfolio for you). You may withdraw Program Account assets at any time on notice to Ellevest, subject to the usual and customary securities settlement procedures. However, Ellevest designs its portfolios as long-term investments and the withdrawal of assets may impair the achievement of your investment objectives. Further, when securities are withdrawn, you may be subject to transaction fees, and/or tax ramifications. You confirm that all of the information you have provided us is true, accurate and complete in all respects. You agree to notify us promptly of any change in information that may be relevant to your financial circumstances. Ellevest will contact you at least annually via e-mail, through the Ellevest Website or through any other means deemed appropriate, to request that you review your Investment Plan to determine whether your Investment Plan should be updated. You agree to review your Investment Plan for accuracy and provide material updates in a timely manner.

Account Requirements. Ellevest investment advisory investment advisory service does not require that you maintain a minimum account balance in your Program Account. However, Program Account assets that are less than the greater of $1 or the portfolio specific minimum balance amount (which may fluctuate from time to time but can range from $1 to approximately $240), will not receive the complete asset allocation intended until sufficient contributions are received to reach the minimum account balance threshold. You may make additions to and withdrawals from your Program Account at any time, subject to EllevestXxxxxxxx’s right to terminate your account. Additions to your Program Account may be made in cash (check, wire, direct deposit and xxxx bill pay) directly to Folio, XXX IRA or brokerage transfer via ACATS or via Automatic Clearing House (“ACH”) transaction from your linked checking or savings account, or in certain securities (ETFs that Ellevest can utilize in creating a diversified investment portfolio for you). You may withdraw Program Account assets at any time on notice to Ellevest, subject to the usual and customary securities settlement procedures. However, Ellevest designs its portfolios as long-term investments and the withdrawal of assets may impair the achievement of your investment objectives. Further, when securities are withdrawn, you may be subject to transaction fees, and/or tax ramifications. You confirm that all of the information you have provided us is true, accurate and complete in all respects. You agree to notify us promptly of any change in information that may be relevant to your financial circumstances. Ellevest will contact you at least annually via e-mail, through the Ellevest Website Website, Ellevest App, or through any other means deemed appropriate, to request that you review your Investment Plan to determine whether your Investment Plan should be updated. You agree to review your Investment Plan for accuracy and provide material updates in a timely manner. PERFORMANCE-BASED FEES Our firm does not charge any performance-based fees (that is, fees based upon a share of capital gains on or capital appreciation of the assets of a client).

Account Requirements. Ellevest investment advisory Ellevest’s investment advisory service does not require that you maintain a minimum account balance in your Program Account. However, Program Account assets that are less than the greater of $1 or the portfolio specific minimum balance amount (which may fluctuate from time to time but can range from $1 to approximately $240), will not receive the complete asset allocation intended until sufficient contributions are received to reach the minimum account balance threshold. You may make additions to and withdrawals from your Program Account at any time, subject to EllevestXxxxxxxx’s right to terminate your account. Additions to your Program Account may be made in cash (check, wire, direct deposit and xxxx bill pay) directly to FolioGSCS, XXX IRA or brokerage transfer via ACATS or via Automatic Clearing House (“ACH”) transaction from your linked checking or savings account, or in certain securities (ETFs that Ellevest can utilize in creating a diversified investment portfolio for you). You may withdraw Program Account assets at any time on notice to Ellevest, subject to the usual and customary securities settlement procedures. However, Ellevest designs its portfolios as long-term investments and the withdrawal of assets may impair the achievement of your investment objectives. Further, when securities are withdrawn, you may be subject to transaction fees, and/or tax ramifications. You confirm that all of the information you have provided us is true, accurate and complete in all respects. You agree to notify us promptly of any change in information that may be relevant to your financial circumstances. Ellevest will contact you at least annually via e-mailemail, through the Ellevest Website Website, Ellevest App, or through any other means deemed appropriate, to request that you review your Investment Plan to determine whether your Investment Plan should be updated. You agree to review your Investment Plan for accuracy and provide material updates in a timely manner. PERFORMANCE-BASED FEES Ellevest does not charge any performance-based fees (that is, fees based upon a share of capital gains on or capital appreciation of the assets of a client).

Account Requirements. Ellevest investment advisory investment advisory service does not require that you maintain a minimum account balance in your Program Account. However, Program Account assets that are less than the greater of $1 or the portfolio specific minimum balance amount (which may fluctuate from time to time but can range from $1 to approximately $240), will not receive the complete asset allocation intended until sufficient contributions are received to reach the minimum account balance threshold. You may make additions to and withdrawals from your Program Account at any time, subject to EllevestXxxxxxxx’s right to terminate your account. Additions to your Program Account may be made in cash (check, wire, direct deposit and xxxx bill pay) directly to Folio, XXX IRA or brokerage transfer via ACATS or via Automatic Clearing House (“ACH”) transaction from your linked checking or savings account, or in certain securities (ETFs that Ellevest can utilize in creating a diversified investment portfolio for you). You may withdraw Program Account assets at any time on notice to Ellevest, subject to the usual and customary securities settlement procedures. However, Ellevest designs its portfolios as long-term investments and the withdrawal of assets may impair the achievement of your investment objectives. Further, when securities are withdrawn, you may be subject to transaction fees, and/or tax ramifications. You confirm that all of the information you have provided us is true, accurate and complete in all respects. You agree to notify us promptly of any change in information that may be relevant to your financial circumstances. Ellevest will contact you at least annually via e-mail, through the Ellevest Website or through any other means deemed appropriate, to request that you review your Investment Plan to determine whether your Investment Plan should be updated. You agree to review your Investment Plan for accuracy and provide material updates in a timely manner. PERFORMANCE-BASED FEES Our firm does not charge any performance-based fees (that is, fees based upon a share of capital gains on or capital appreciation of the assets of a client).

Account Requirements. Ellevest investment advisory investment advisory service does not require that you maintain a minimum account balance in your Program Account. However, Program Account assets that are less than the greater of $1 or the portfolio specific minimum balance amount (which may fluctuate from time to time but can range from $1 to approximately $240), will not receive the complete asset allocation intended until sufficient contributions are received to reach the minimum account balance threshold. You may make additions to and withdrawals from your Program Account at any time, subject to Ellevest’s right to terminate your account. Additions to your Program Account may be made in cash (check, wire, direct deposit and xxxx pay) directly to Folio, XXX or brokerage transfer via ACATS or via Automatic Clearing House (“ACH”) transaction from your linked checking or savings account, or in certain securities (ETFs that Ellevest can utilize in creating a diversified investment portfolio for you). You may withdraw Program Account assets at any time on notice to Ellevest, subject to the usual and customary securities settlement procedures. However, Ellevest designs its portfolios as long-term investments and the withdrawal of assets may impair the achievement of your investment objectives. Further, when securities are withdrawn, you may be subject to transaction fees, and/or tax ramifications. You confirm that all of the information you have provided us is true, accurate and complete in all respects. You agree to notify us promptly of any change in information that may be relevant to your financial circumstances. Ellevest will contact you at least annually via e-mail, through the Ellevest Website or through any other means deemed appropriate, to request that you review your Investment Plan to determine whether your Investment Plan should be updated. You agree to review your Investment Plan for accuracy and provide material updates in a timely manner. PERFORMANCE-BASED FEES Our firm does not charge any performance-based fees (that is, fees based upon a share of capital gains on or capital appreciation of the assets of a client).