Common Contracts
1 similar Advisor Client Agreement contracts
Agreements & Disclosures - Advisor Client AgreementAdvisor Client Agreement • March 20th, 2023
By signing this Agreement, you are providing the Advisor designated below with a limited power of attorney to manage and exercise trading discretion over your Interactive Brokers ("IBKR") account. Subject to the limitations discussed below, the Advisor will be able to execute trades, appoint sub- advisors and/or third party advisors (collectively referred to as "sub-advisors") and arrange for certain deposits and withdrawals of funds to and from your account. Your Advisor will also be able to request information regarding your IBKR account, view account statements and confirmations, and generally manage your Interactive Brokers account as specified below. Certain communications regarding your IBKR account may only be sent to your advisor without copying you, and your advisor can adjust whether you receive certain messages. You can review your account and its settings by logging into your account on the IBKR website.
