Deposits and Withdrawals to the Account. At any time Client may request cash deposits to the Account from the Linked Checking Account or withdrawals from the Account to the Linked Checking Account by taking appropriate action within the Interface. Client understands and agrees that the deposit and withdrawal of funds to or from the Account may be conducted in cash via Automatic Clearing House (“ACH”) transaction from or to the Linked Checking Account. Client further understands and agrees that ACH transactions are subject to processing delays which may take up to Five Business days and funds transferred may not be credited to the Account or otherwise available to Client during processing. Client further understands that the deposit and withdrawal process is subject to the terms of the Transfer Sweep Program, described in detail under Section 26(s). Generally, this means that with respect to deposits, funds will be transferred from the Linked Checking Account directly into the TSP Deposit-Account, and subsequently, into the Account. With respect to withdrawals, this generally means that funds will first be transferred from the Account to the TSP Deposit-Account, and subsequently, into the Linked Checking Account. Betterment and Betterment Securities may, in their sole discretion, permit the transfer of funds into or out of the Account in other forms or via alternative means. Betterment and Betterment Securities, in their sole discretion, may impose a longer waiting period during which funds may not be available for trading or withdrawal. Betterment and Betterment Securities reserve the right, in their sole discretion and without advance notice, to refuse certain types of additions of funds to the Account. Betterment and Betterment Securities reserve the right to require that Client make requests for withdrawals from the Account in writing. Client may initiate an ACH disbursement request by taking appropriate actions to make a withdrawal within the Interface. Subject to the terms of Sections 17 and 19 of the Advisory Agreement, Client may withdraw an amount up to the current market value of the Account not including the fees that are due at any time. In making such request Client authorizes Betterment Securities and its bank service provider to act on Client’s behalf to initiate the ACH disbursement. On receipt of an ACH disbursement request by Betterment Securities, Betterment Securities will transmit payment instructions to the applicable bank as soon as practicable. It is Client’s responsibility...
Deposits and Withdrawals to the Account. REBALANCING At any time, you may enter instructions with M1 Finance to make cash deposits to the Account from the Linked Checking Account or withdrawals from the Account to the Linked Checking Account by taking appropriate action within the interface. You understand and agree that the deposit and withdrawal of funds to or from the Account will be conducted exclusively in cash via ACH transactions. You understand and agree that ACH transactions are subject to processing delays which may last up to five Business Days or longer, and funds transferred may not be credited to the Account, or otherwise available to you, during processing. M1 Finance, in its sole discretion, may impose a longer waiting period during which funds may not be available for trading or withdrawal. M1 Finance may, in its sole discretion, permit the transfer of funds into or out of the Account in other forms or via alternative means. M1 Finance reserves the right, at its sole discretion, and without advance notice to you, to refuse certain types of additions of funds to the Account. M1 Finance reserves the right to require that you make requests for withdrawals from the Account in writing. You may alternatively request transfer of funds to a different M1 Finance Account, or to a broker-dealer other than M1 Finance, by submitting a request to M1 Finance in a form determined by M1 Finance. Certain assets held in the Account may not be accepted by another broker-dealer. M1 Finance may determine to cancel this Agreement as a result of a request to transfer assets to another broker- dealer. You understand that any deposits to or withdrawals from the Account may trigger buy, sell, or rebalancing transactions, as well as impact the performance of the Account. In establishing your Account, you will have directed an allocation of securities in your Account which you may change from time to time. You understand that once you define your target allocation of securities, all trades are generated and completed by M1 Finance’s proprietary dynamic rebalancing algorithm. Any deposits to, withdrawals from, or rebalancing of the Account may trigger buy or sell transactions, as well as impact the performance of the Account. The M1 Finance dynamic rebalancing algorithm is designed to minimize the trading required to most effectively move holdings towards their target given a certain amount to invest or divest. The M1 Finance dynamic rebalancing algorithm will generate and complete trades within a specified t...
Deposits and Withdrawals to the Account. At any time, Client may enter instructions with Qapital to make cash deposits to the Account from the Linked Checking Account or withdrawals from the Account to the Linked Checking Account by taking appropriate action within the Interface. Client understands and agrees that the deposit and withdrawal of funds to or from the Account will be conducted exclusively in cash via ACH transactions. Client understands and agrees that ACH transactions are subject to processing delays which may last up to five Business Days or longer and funds transferred may not be credited to the Account or otherwise available to Client during processing. Qapital, in its sole discretion, may impose a longer waiting period during which funds may not be available for trading or withdrawal. Qapital may, in its sole discretion, permit the transfer of funds into or out of the Account in other forms or via alternative means. Qapital reserves the right, in its sole discretion and without advance notice, to refuse certain types of additions of funds to the Account. Client understands that any deposits to or withdrawals from the Account may trigger buy, sell, or rebalancing transactions as well as impact the performance of the Account. In addition, Client understands and agrees that withdrawals from the Account may have adverse tax consequences and may prevent Client from meeting Client’s investment objectives.
