Authorization of Independent Advisor. You acknowledge and agree that anyone you designate as an Independent Advisor on the Enrollment Form, within the Core System or by any other method acceptable to us, who possesses Access Credentials may access and use the Core System and/or your Accounts as per your authorization. You agree that you are solely responsible for those persons you designate as an Independent Advisor or those to whom you allow access to your Accounts. You are solely responsible for the entitlements granted within the Core System and/or your Accounts to which you designate to an Independent Advisor. You hereby agree and acknowledge that Independent Advisor is your agent with respect to your Accounts and all transactions, transmissions, entries and information initiated by Independent Advisor on your Accounts. We may rely on the authority of an Independent Advisor and the entitlements granted until the authorization is revoked by you, you have notified us in accordance with this Agreement, and we have had a reasonable opportunity to act upon any such notification from you. We assume no liability or responsibility to monitor or approve the designations you make as to an Independent Advisor. You and Independent Advisor are each responsible for maintaining the confidentiality and security of all Access Credentials and for implementing the necessary client controls, balancing and reconciliation functions, and audit procedures to prevent fraud, misuse, and unlawful conduct regarding the Accounts. You and Independent Advisor agree to notify us immediately by calling us at the number provided in Section 8.5. of this Agreement if either of you believe that any Access Credentials have been stolen, compromised, or otherwise become known to persons other than Authorized Users. You and Independent Advisor agree that we shall have a reasonable opportunity to act upon any such notification from you.
