Common Contracts
2 similar Client Agreement contracts
Client AgreementClient Agreement • June 9th, 2020 • Oklahoma
ACCOUNT OWNER INFORMATION Client information Name of Owner* Pershing Account #* Name of Joint Owner Proposed Investment Amount* HOUSEHOLDINGPerformance Householding allows the advisor to aggregate or combine accounts to view the client's overall portfolio performance across multiple accounts, as well as provide the client with a single performance report. Typically, the name of the account owner is used for Household Names. Unless you direct us otherwise, your entry into this Agreement will result in Performance Householding for this and any other BOK Financial Corporation affiliate accounts you may have. As a result, holding and performance information will automatically be displayed when accessing account information electronically. Household Name*
CPS Client AgreementClient Agreement • January 29th, 2019 • Oklahoma
ACCOUNT OWNER INFORMATION Client information Name of Owner* Pershing Account #* Name of Joint Owner Proposed Investment Amount* HOUSEHOLDINGPerformance Householding allows the advisor to aggregate or combine accounts to view the client's overall portfolio performance across multiple accounts, as well as provide the client with a single performance report. Typically, the name of the account owner is used for Household Names. Unless you direct us otherwise, your entry into this agreement will result in Performance Householding for this and any other BOK Financial Corporation affiliate accounts you may have. As a result, holding and performance information will automatically be displayed when accessing account information electronically. Household Name*
