Common Contracts
11 similar Account Agreement contracts
ACCOUNT AGREEMENTAccount Agreement • December 20th, 2018 • Massachusetts
This Account Agreement (“Agreement”) is entered into by and among LPL Financial LLC (“LPL”), a registered investment advisor and broker/dealer, the LPL Investment Advisor Representative indicated in Section V of the Account Application attached hereto (“IAR”), and the client indicated in Section I the Account Application (“Client”), pursuant to which Client will open an account (“Account”) with LPL and IAR for the purpose of participating in the Model Wealth Portfolios Program (“Program”). Notwithstanding any other provision of this Agreement to the contrary, the advisory services to be provided under this Agreement by either LPL or IAR shall not begin until your Account paperwork has been accepted by LPL at its home office as being in good order. LPL’s acceptance of the Account will generally occur within 15 business days, but can take longer in certain circumstances, from the day you provide completed paperwork to your IAR. A description of the services to be provided and the parties
ACCOUNT AGREEMENTAccount Agreement • December 20th, 2018 • Massachusetts
This Account Agreement (“Agreement”) is entered into by and among LPL Financial LLC (“LPL”), a registered investment advisor and broker/dealer, the LPL Investment Advisor Representative indicated in Section V of the Account Application attached hereto (“IAR”), and the client indicated in Section I of the Account Application (“Client”), pursuant to which Client will open an account (“Account”) with LPL and IAR for the purpose of participating in the Personal Wealth Portfolios Program (“Program”). Notwithstanding any other provision of this Agreement to the contrary, the advisory services to be provided under this Agreement by either LPL or IAR shall not begin until your Account paperwork has been accepted by LPL at its home office as being in good order. LPL’s acceptance of the Account will generally occur within 15 business days, but can take longer in certain circumstances, from the day you provide completed paperwork to your IAR. A description of the services to be provided and the p
ACCOUNT AGREEMENTAccount Agreement • July 9th, 2018 • Massachusetts
This Account Agreement (“Agreement”) is entered into by and among LPL Financial LLC (“LPL”), a registered investment advisor and broker/dealer, the LPL Investment Advisor Representative indicated in Section V of the Account Application attached hereto (“IAR”), and the client indicated in Section I the Account Application (“Client”), pursuant to which Client will open an account (“Account”) with LPL and IAR for the purpose of participating in the Model Wealth Portfolios Program (“Program”). Notwithstanding any other provision of this Agreement to the contrary, the advisory services to be provided under this Agreement by either LPL or IAR shall not begin until your Account paperwork has been accepted by LPL at its home office as being in good order. LPL’s acceptance of the Account will generally occur within 15 business days, but can take longer in certain circumstances, from the day you provide completed paperwork to your IAR. A description of the services to be provided and the parties
ACCOUNT AGREEMENTAccount Agreement • July 6th, 2018 • Massachusetts
This Account Agreement (“Agreement”) is entered into by and among LPL Financial LLC (“LPL”), a registered investment advisor and broker/dealer, the registered investment advisor firm indicated in Section V of the Account Application attached hereto (“Advisor”), and the client indicated in Section I of the Account Application (“Client”), pursuant to which Client will open an account (“Account”) with LPL and Advisor for the purpose of participating in the Model Wealth Portfolios Program (“Program”). Notwithstanding any other provision of this Agreement to the contrary, the advisory services to be provided under this Agreement shall by either LPL or Advisor shall not begin until your Account paperwork has been accepted by LPL at its home office as being in good order. LPL’s acceptance of the Account will generally occur within 15 business days, but can take longer in certain circumstances, from the day completed paperwork is received by LPL. A description of the services to be provided an
ACCOUNT AGREEMENTAccount Agreement • March 13th, 2018 • Massachusetts
This Account Agreement (“Agreement”) is entered into by and among LPL Financial LLC (“LPL”), a registered investment advisor and broker/dealer, the LPL Investment Advisor Representative indicated in Section V of the Account Application attached hereto (“IAR”), and the client indicated in Section I the Account Application (“Client”), pursuant to which Client will open an account (“Account”) with LPL and IAR for the purpose of participating in the Model Wealth Portfolios Program (“Program”). Notwithstanding any other provision of this Agreement to the contrary, the advisory services to be provided under this Agreement by either LPL or IAR shall not begin until your Account paperwork has been accepted by LPL at its home office as being in good order. LPL’s acceptance of the Account will generally occur within 15 business days, but can take longer in certain circumstances, from the day you provide completed paperwork to your IAR. A description of the services to be provided and the parties
ACCOUNT AGREEMENTAccount Agreement • March 13th, 2018 • Massachusetts
This Account Agreement (“Agreement”) is entered into by and among LPL Financial LLC (“LPL”), a registered investment advisor and broker/dealer, the LPL Investment Advisor Representative indicated in Section V of the Account Application attached hereto (“IAR”), and the client indicated in Section I of the Account Application (“Client”), pursuant to which Client will open an account (“Account”) with LPL and IAR for the purpose of participating in the Optimum Market Portfolios Program (“Program”). Notwithstanding any other provision of this Agreement to the contrary, the advisory services to be provided under this Agreement by either LPL or IAR shall not begin until your Account paperwork has been accepted by LPL at its home office as being in good order. LPL’s acceptance of the Account will generally occur within 15 business days, but can take longer in certain circumstances, from the day you provide completed paperwork to your IAR. A description of the services to be provided and the pa
ACCOUNT AGREEMENTAccount Agreement • March 13th, 2018 • Massachusetts
This Account Agreement (“Agreement”) is entered into by and among LPL Financial LLC (“LPL”), a registered investment advisor and broker/dealer, the LPL Investment Advisor Representative indicated in Section V of the Account Application attached hereto (“IAR”), and the client indicated in Section I of the Account Application (“Client”), pursuant to which Client will open an account (“Account”) with LPL and IAR for the purpose of participating in the Personal Wealth Portfolios Program (“Program”). Notwithstanding any other provision of this Agreement to the contrary, the advisory services to be provided under this Agreement by either LPL or IAR shall not begin until your Account paperwork has been accepted by LPL at its home office as being in good order. LPL’s acceptance of the Account will generally occur within 15 business days, but can take longer in certain circumstances, from the day you provide completed paperwork to your IAR. A description of the services to be provided and the p
ACCOUNT AGREEMENTAccount Agreement • December 8th, 2017 • Massachusetts
This Account Agreement (“Agreement”) is entered into by and among LPL Financial LLC (“LPL”), a registered investment advisor and broker/dealer, the LPL Investment Advisor Representative indicated in Section V of the Account Application attached hereto (“IAR”), and the client indicated in Section I the Account Application (“Client”), pursuant to which Client will open an account (“Account”) with LPL and IAR for the purpose of participating in the Model Wealth Portfolios Program (“Program”). Notwithstanding any other provision of this Agreement to the contrary, the advisory services to be provided under this Agreement by either LPL or IAR shall not begin until your Account paperwork has been accepted by LPL at its home office as being in good order. LPL’s acceptance of the Account will generally occur within 15 business days, but can take longer in certain circumstances, from the day you provide completed paperwork to your IAR. A description of the services to be provided and the parties
ACCOUNT AGREEMENTAccount Agreement • December 8th, 2017 • Massachusetts
This Account Agreement (“Agreement”) is entered into by and among LPL Financial LLC (“LPL”), a registered investment advisor and broker/dealer, the LPL Investment Advisor Representative indicated in Section V of the Account Application attached hereto (“IAR”), and the client indicated in Section I of the Account Application (“Client”), pursuant to which Client will open an account (“Account”) with LPL and IAR for the purpose of participating in the Optimum Market Portfolios Program (“Program”). Notwithstanding any other provision of this Agreement to the contrary, the advisory services to be provided under this Agreement by either LPL or IAR shall not begin until your Account paperwork has been accepted by LPL at its home office as being in good order. LPL’s acceptance of the Account will generally occur within 15 business days, but can take longer in certain circumstances, from the day you provide completed paperwork to your IAR. A description of the services to be provided and the pa
ACCOUNT AGREEMENTAccount Agreement • December 8th, 2017 • Massachusetts
This Account Agreement (“Agreement”) is entered into by and among LPL Financial LLC (“LPL”), a registered investment advisor and broker/dealer, the registered investment advisor firm indicated in Section V of the Account Application attached hereto (“Advisor”), and the client indicated in Section I of the Account Application (“Client”), pursuant to which Client will open an account (“Account”) with LPL and Advisor for the purpose of participating in the Model Wealth Portfolios Program (“Program”). Notwithstanding any other provision of this Agreement to the contrary, the advisory services to be provided under this Agreement shall by either LPL or Advisor shall not begin until your Account paperwork has been accepted by LPL at its home office as being in good order. LPL’s acceptance of the Account will generally occur within 15 business days, but can take longer in certain circumstances, from the day completed paperwork is received by LPL. A description of the services to be provided an
ACCOUNT AGREEMENTAccount Agreement • November 20th, 2017 • Massachusetts
This Account Agreement (“Agreement”) is entered into by and among LPL Financial LLC (“LPL”), a registered investment advisor and broker/dealer, the LPL Investment Advisor Representative indicated in Section V of the Account Application attached hereto (“IAR”), and the client indicated in Section I of the Account Application (“Client”), pursuant to which Client will open an account (“Account”) with LPL and IAR for the purpose of participating in the Personal Wealth Portfolios Program (“Program”). Notwithstanding any other provision of this Agreement to the contrary, the advisory services to be provided under this Agreement by either LPL or IAR shall not begin until your Account paperwork has been accepted by LPL at its home office as being in good order. LPL’s acceptance of the Account will generally occur within 15 business days, but can take longer in certain circumstances, from the day you provide completed paperwork to your IAR. A description of the services to be provided and the p
