True and Accurate Information; Ownership. Certain information Client has provided on the Application is incorporated into this Brokerage Agreement (the “Information”). Client attests that such information is current, accurate, truthful, and complete. Unless otherwise required by this Brokerage Agreement, Client agrees to notify Betterment Securities promptly via the Interface of any change to the information, but in any event within thirty (30) days of such change. Client agrees to indemnify and hold Betterment Securities and its affiliates harmless from and against any and all Losses arising out of or relating to Advisor or Client’s failure to provide information that is current, accurate, truthful and complete on the Application or to update the Information as required. This includes, but is not limited to, any information regarding Client’s request to have Betterment grant Advisor access to and the ability to control portions of Client’s Account via the Website (such access and ability being subject in all respects to the terms of the Advisor Agreements). Client further represents that no one else has an interest in the Account except Client and any other person that Client has previously disclosed to Betterment Securities through the Application, Interface, or otherwise in a manner specified by Betterment Securities.
Appears in 3 contracts
Samples: Betterment Client Agreements, Betterment Client Agreements, Sub Advisory Agreement
True and Accurate Information; Ownership. Certain information Information Client has provided on the Application and Interface (including information provided by Advisor on Client’s behalf) is incorporated into this Brokerage Sub-Advisory Agreement (the “Information”). Client attests that such information is current, accurate, truthful, and complete. Unless otherwise required by this Brokerage Sub-Advisory Agreement, Client agrees to promptly notify Betterment Securities promptly via the Interface of any change to the informationInformation, but in any event within thirty (30) days of such change. Client agrees to indemnify and hold Betterment Securities and its affiliates harmless from and against any and all Losses arising out of or relating to Advisor Advisor’s or Client’s failure to provide true and accurate information that is current, accurate, truthful and complete on the Application or to update the Information as required. This includes, but is not limited to, any information regarding Client’s request to have Betterment grant Advisor access to and the ability to control portions of Client’s Account via the Website (such access and ability being subject in all respects to the terms of the Advisor Agreements). Client further represents that no one else has an interest in the Account except Client and any other person that Client has previously disclosed to Betterment Securities through the Application, Interface, or otherwise in a manner specified by Betterment SecuritiesBetterment.
Appears in 2 contracts
Samples: Betterment Client Agreements, Sub Advisory Agreement
True and Accurate Information; Ownership. Certain information Information Client has provided on the Application and Interface (including information provided by Advisor on Client’s behalf) is incorporated into this Brokerage Sub-Advisory Agreement (the “Information”). Client attests that such information Information is current, accurate, truthful, and complete. Unless otherwise required by this Brokerage Sub-Advisory Agreement, Client agrees to promptly notify Betterment Securities promptly via the Interface of any change to the informationInformation, but in any event within thirty (30) days of such change. Client agrees to indemnify and hold Betterment Securities and its affiliates harmless from and against any and all Losses arising out of or relating to Advisor Advisor’s or Client’s failure to provide true and accurate information that is current, accurate, truthful and complete on the Application or to update the Information as required. This includes, but is not limited to, any information regarding Client’s request to have Betterment grant Advisor access to and the ability to control portions of Client’s Account via the Website (such access and ability being subject in all respects to the terms of the Advisor Agreements). Client further represents that no one else has an interest in the Account except Client and any other person that Client has previously disclosed to Betterment Securities through the Application, Interface, or otherwise in a manner specified by Betterment SecuritiesBetterment.
Appears in 1 contract
Samples: Betterment Client Agreements