Updating Your Account Information. You understand and agree that you are responsible for updating your personal and financial information and you must notify us promptly if you need to update any information relating to your Account. In particular, the you agree to advise us, in writing, immediately if your address, investment objectives and risk tolerance change or if there is any significant change in your financial affairs. You also agree to provide us with any other information that is reasonably requested with respect to updating information relating to your Account including, without limitation, any information required by us in order for us to comply with any information reporting and withholding obligations we may have under the Code, this Agreement, or any other agreement between us and the IRS. You acknowledge that, in providing services under this Agreement, we are relying on the information you have provided, as subsequently amended or supplemented.
Appears in 4 contracts
Samples: Client Account Agreement, Client Account Agreement, Client Account Agreement
