Common use of Grouping My Account for Planning Purposes Clause in Contracts

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.

Grouping My Account for Planning Purposes. To the extent allowed for my Account type, 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.

Grouping My Account for Planning Purposes. I may direct Xxxxxx Xxxxx to group my Account account with accounts owned by me or others for planning purposes, and in so doing hereby consent to information about me and my Account 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 withaccounts. If I have previously previ- ously grouped accounts for planning purposes, my Account account shall be added unless I direct Xxxxxx Xxxxx otherwise.

Grouping My Account for Planning Purposes. I may direct Xxxxxx Xxxxx to group my Account account with accounts owned by me or others for planning purposes, and in so doing hereby consent to information about me and my Account 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 withaccounts. If I have previously grouped accounts for planning purposes, my Account account shall be added unless I direct Xxxxxx Xxxxx otherwise.