Grouping My Account for Planning Purposes Sample Clauses

Grouping My Account for Planning Purposes. I may direct Xxxxxx Xxxxx to group my Account with accounts owned by me or others for planning purposes, and in so doing hereby consent to information about me and my Account being shared with and accessible by each owner and authorized party of the grouped accounts as well as individuals I have indicated I am planning with. If I have previously grouped accounts for planning purposes, my Account shall be added unless I direct Xxxxxx Xxxxx otherwise.
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