Common Contracts
1 similar Self-Directed Brokerage Account Participant Agreement contracts
ALIGHT FINANCIAL SOLUTIONS, LLC QUALIFIED RETIREMENT PLANSelf-Directed Brokerage Account Participant Agreement • October 17th, 2024
The use of your account and your ability to conduct transactions and otherwise take action with respect to your account is determined and governed by this Participant Agreement and the terms of a separate agreement entered into between AFS and one or more of the aforementioned fiduciaries. In the event that you do not understand or are unclear about any of the information provided in this Participant Agreement, please contact your appropriate employer representative or an AFS representative.
