Investment Minimums. You understand and acknowledge that SPS Advantage Accounts have a required (i) initial investment minimum; and (ii) maintenance minimum. Sponsor reserves the right to adjust the required minimum and/or to suspend any withdrawal that would cause the account to fall below the required minimum. Management of an Account(s) and the assessment of the initial Wrap Fee will not begin until the Account reaches the initial investment minimum. If an Account later falls below the ongoing maintenance minimum, we will suspend billing, deduct the monthly Wrap Fee if it has not yet been assessed, return any unused portion of the Wrap Fee paid in advance, and provide notice to add funds to the Account to return to the initial investment minimum. We will resume billing the Wrap Fee on the first business day after returning to the initial investment minimum, adjusted pro-rata for the remaining days in the month, including the day the Account reaches the investment minimum. If your Account does not reach the required investment minimum after 45 days, we will transfer the Account to an Ameriprise Brokerage Account. For more information about the investment and maintenance minimums, refer to the Disclosure Brochure or Combined Disclosure Brochure, as applicable.
Investment Minimums. You understand and acknowledge that Access Accounts have a required (i) initial investment minimum; and (ii) maintenance minimum. Sponsor reserves the right to adjust the required minimum and/or to suspend any withdrawal that would cause the account to fall below the required minimum. Management of an Account(s) and the assessment of the initial Asset-based Fee will not begin until the Account reaches the initial investment minimum. If an Account falls below the ongoing maintenance minimum, we will provide notice to add funds to the Account to return to the initial investment minimum. If your Account does not reach the required investment minimum after 45 days, we will transfer the Account to an Ameriprise Brokerage Account. For more information about the investment and maintenance minimums, refer to the Disclosure Brochure or Combined Disclosure Brochure, as applicable.
Investment Minimums. All investment directions by the Participant will be subject to any minimum initial or additional investment, minimum balance, and other exchange rules applicable to a Mutual Fund, as described in its prospectus or in any agreement form We provide. Subject to minimum limitations, investments among Mutual Funds may be made in such proportions and/or amounts as the Participant may direct.
Investment Minimums. You understand and acknowledge that Vista Separate Accounts have a required (i) initial investment minimum; and (ii) maintenance minimum. Sponsor reserves the right to adjust the required minimum and/or to suspend any withdrawal that would cause the account to fall below the required minimum. Management of an Account(s) and the assessment of the initial Asset- based Fee will not begin until the Account reaches the initial investment minimum. If an Account falls below the ongoing maintenance minimum, we will provide notice to add funds to the Account to return to the initial investment minimum. If your Account does not reach the required investment minimum after 45 days, we will transfer the Account to an Ameriprise Brokerage Account. For more information about the investment and maintenance minimums, refer to the Disclosure Brochure or Combined Disclosure Brochure, as applicable.
Investment Minimums. Goldman may waive any applicable account investment minimums with respect to purchase orders for Fund shares placed on behalf of its clients through the Clearing Broker pursuant to the Fund Party/Clearing Broker Arrangement.
Investment Minimums. Customer agrees to maintain sufficient funds in the identified account so that Deposit Accounts shall have an average minimum of no less than $100,000. If the balances in the Deposit Accounts do not maintain such average minimum balances, Bank may terminate this Service at its election. Bank may increase or decrease the required minimum balance at any time in its sole discretion.
Investment Minimums. You understand and acknowledge that all Managed Accounts have a required (i) initial investment minimum; and (ii) maintenance minimum that varies by program. Sponsor reserves the right to adjust the required minimum and/or to suspend any withdrawal that would cause the account to fall below the required minimum. Investment advisory services and the assessment of the initial Asset-based Fee will not begin until the Account reaches the initial investment minimum. If an SPS Advantage, SPS Advisor, or Active Portfolios Account later falls below the ongoing maintenance minimum, we will suspend billing, deduct the monthly Asset-based Fee if it has not yet been assessed, and return any unused portion of the Asset-based Fee paid in advance. For all Accounts that fall below the ongoing maintenance minimum, we will provide notice to add funds to the Account to bring the Account(s) above the investment minimum. For SPS Advantage, SPS Advisor, and Active Portfolios Accounts we will resume billing the Asset-based Fee on the first business day the Account reaches the investment minimum, adjusted pro-rata for the remaining days in the month, including the day the Account reaches the investment minimum. If your Account does not reach the required investment minimum within the notice period, we will transfer the Account to an Ameriprise Brokerage Account. For more information about the investment and maintenance minimums, refer to the Disclosure Brochure or Combined Disclosure Brochure, as applicable.
Investment Minimums. Notwithstanding anything to the contrary set forth in the Agreement, Goldman may waive any applicable account investment minimums with respect to purchase orders for Fund shares placed on behalf of Xxxxxxx'x clients pursuant to the Agreement.
Investment Minimums. .... 1 What's New in the World of IRAs?.......................... 1 What's in This Kit?....................................... 1 What's the Difference Between a Traditional IRA xxx a Roth XXX..................................................... 2 Is a Roth XXX xx a Traditional IRA Xxxht for Me?.......... 4 SEPs and SIMPLEs.......................................... 4
Investment Minimums. I acknowledge that my Account is subject to certain investment minimums, which may determine my eligibility for this Account. These investment minimums are determined by Xxxxxx Xxxxx and are subject to change. Additionally, I understand that Xxxxxx Xxxxx, in its sole discretion, will determine what assets will be considered when determining whether or not I have met the applicable investment minimums.
