Account Model Changes. Upon receiving an account model change request Envestnet will generate trade orders per the account and program settings, and ensure their execution with respective clearing firms.
Appears in 3 contracts
Samples: Platform Services Agreement, Platform Services Agreement (Envestnet, Inc.), Platform Services Agreement (Envestnet, Inc.)
Account Model Changes. Upon receiving an account model change request Envestnet will generate trade orders per the account and program Confidential Treatment Requested settings, and ensure their execution with respective clearing firms.
Appears in 1 contract
Samples: Platform Services Agreement