Information to Provide. If you tell Stifel orally, we may require you to send BNY Mellon your complaint or question in writing within 10 Business Days. Stifel will need the fol- lowing information: • Your name, your Account number, your address, and the date of the Transaction; • A description of the error or Transaction in question, explaining as clearly as possible why you believe it is an error or why you need more information; • The dollar amount of the Transaction and, if different, the amount of the suspected error.
Appears in 4 contracts
Samples: Wealth Management Agreement, Account Agreement, Account Agreement
Information to Provide. If you tell Stifel orally, we may require you to send BNY Mellon your complaint or question in writing within 10 Business Days. Stifel will need the fol- lowing following information: • Your name, your Account number, your address, and the date of the Transaction; • A description of the error or Transaction in question, explaining as clearly as possible why you believe it is an error or why you need more information; • The dollar amount of the Transaction and, if differentdiffer- ent, the amount of the suspected error.
Appears in 2 contracts
Samples: Account Agreement, Account Agreement
