Account Application. The Account Application, incorporated herein by reference and made a part of this Agreement, must be completed in full by Advisor and Client and the accuracy of its contents is hereby acknowledged by Client. Client further acknowledges that it is Client’s responsibility to provide LPL, FutureAdvisor and Advisor with updated information as necessary and that LPL, FutureAdvisor and Advisor have the right to rely on this information. Client will provide such updates by updating his or her investor profile questionnaire, direct email to Advisor or telephone call to Advisor or by contacting the operational support desk at such phone number posted on the Investor Portal and indicating Client has an agreement with LPL. By signing the Account Application, Client agrees to the terms and conditions of this Agreement. LPL may accept the Account electronically. Important information about procedures for opening this Account: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Client is required to provide the following information, among other items, on the Account Application: name, address, date of birth and other information that will allow LPL to confirm Client’s identity. In addition, Advisor may also ask to see a valid driver’s license or other identifying documents.
Appears in 4 contracts
Samples: Account Agreement, Account Agreement, Account Agreement
