Account Holder. The natural person, corporation, partnership, trustee, custodian, or other entity in whose name the Account is opened. The singular of Account Holder where appropriate shall include the plural. For purposes of IRAs, Account Holder shall be the Custodian, as defined in the IRA Custodial Agreement, for the benefit of Client. For purposes of trusts, Account Holder shall not include the beneficiaries of the trusts.
Appears in 11 contracts
Samples: Betterment Client Agreements, Betterment Client Agreements, Betterment Client Agreements
Account Holder. The natural person, corporation, partnership, trustee, custodian, custodian or other entity in whose name the Account is opened. The singular of Account Holder where appropriate shall include the plural. For purposes of IRAs, Account Holder shall be the Custodian, as defined in the IRA Custodial Agreement, for the benefit of Client. For the purposes of trusts, Account Holder shall not include the beneficiaries of the trusts. Advisory Agreement. The agreement between Betterment and Client for provision of advisory services through the Program, which client agrees to enter into and abide by as a condition of opening and maintaining the Account.
Appears in 8 contracts
Samples: Betterment Client Agreements, Betterment Client Agreements, Betterment Client Agreements
Account Holder. The natural person, corporation, partnership, trustee, custodian, custodian or other entity in whose name the Account is opened. The singular of Account Holder where appropriate shall include the plural. For purposes of IRAs, Account Holder shall be the Custodian, as defined in the IRA Custodial Agreement, for the benefit of Client. For the purposes of trusts, Account Holder shall not include the beneficiaries of the trusts.
Appears in 2 contracts
Samples: Betterment Client Agreements, Betterment Client Agreements
Account Holder. The natural person, corporation, partnership, trustee, custodian, or other entity in whose name the Account is opened. The singular of Account Holder where appropriate shall include the plural. For purposes of IRAs, Account Holder shall be the Custodian, as defined in the IRA XXX Custodial Agreement, for the benefit of Client. For purposes of trusts, Account Holder shall not include the beneficiaries of the trusts.
Appears in 1 contract
Samples: Sub Advisory Agreement
Account Holder. The natural person, corporation, partnership, trustee, custodian, custodian or other entity in whose name the Account is opened. The singular of Account Holder where appropriate shall include the plural. For purposes of IRAs, Account Holder shall be the Custodian, as defined in the IRA XXX Custodial Agreement, for the benefit of Client. For the purposes of trusts, Account Holder shall not include the beneficiaries of the trusts.
Appears in 1 contract
Samples: Sub Advisory Agreement