Common Contracts
1 similar Retirement Account Client Agreement contracts
Retirement Account Client AgreementRetirement Account Client Agreement • August 17th, 2009
In this agreement, “Fidelity” and “you” refer to Fidelity Brokerage Services LLC and National Financial Services LLC and their affiliates, and their employees, agents, representatives, shareholders, successors and assigns as the context may require; “I,” “we” and “account owner” refer to the owner indicated on the account form or duly Authorized agent(s)/ Advisor(s); and for any account with more than one owner (such as a joint or trust account), “I,” “we”and “account owner” or “account owners” refer to all owners, collectively and individually, or duly Authorized agent(s)/Advisor(s).
