Common Contracts

Account Manager Agreement

Account Manager Agreement • October 23rd, 2020

• Contract Type
  Account Manager Agreement
• Filed
  October 23rd, 2020

Trade-PMR, Inc. (“TPMR”) is not affiliated with your Account Manager or your Advisor. TPMR will act only as broker-dealer effecting transactions as instructed by your Account Manager. Wells Fargo Clearing Services, LLC will act as custodian for your accounts. TPMR will charge fees for its services separate from fees charged by your Account Manager. The Account Manager may charge fees separate from your Advisor.