Common Contracts
4 similar Electronic Agreement and Disclosure contracts
WEALTHFRONT JOINT ACCOUNT CLIENT AGREEMENTSElectronic Agreement and Disclosure • February 4th, 2022 • California
You (“Client”) and Wealthfront Inc., a Delaware corporation and an SEC registered investment adviser (“Wealthfront”), agree to enter into a financial advisory relationship which will allow Wealthfront to manage your brokerage account at such securities broker as Wealthfront may designate (“Broker”), which may be affiliated with Wealthfront, as described further below. This Agreement is effective as of the first day such a brokerage account is opened and is ready to receive trading instructions from Wealthfront (the “Effective Date”) based upon the investment plan recommended by Wealthfront to Client, including the features designated by Client (the “Plan”). In consideration of the mutual covenants herein, Client and Wealthfront agree as follows:
WEALTHFRONT CLIENT ACCOUNT AGREEMENTSElectronic Agreement and Disclosure • September 17th, 2020 • California
You (“Client”) and Wealthfront Inc., a Delaware corporation and an SEC registered investment adviser (“Wealthfront”), agree to enter into a financial advisory relationship which will allow Wealthfront to manage your brokerage account at such securities broker as Wealthfront may designate (“Broker”), which may be affiliated with Wealthfront, as described further below. This Agreement is effective as of the first day such a brokerage account is opened and is ready to receive trading instructions from Wealthfront (the “Effective Date”) based upon the investment plan recommended by Wealthfront to Client, including the features designated by Client (the “Plan”). In consideration of the mutual covenants herein, Client and Wealthfront agree as follows:
WEALTHFRONT CLIENT ACCOUNT AGREEMENTSElectronic Agreement and Disclosure • November 19th, 2013 • California
You (the “Client”) and Wealthfront Inc., a Delaware corporation and an SEC registered investment adviser (“Wealthfront”), agree to enter into a financial advisory relationship which will allow Wealthfront to manage your brokerage account at such securities broker as Wealthfront may designate (the “Broker”), which may be affiliated with Wealthfront, as described further below. This Agreement is effective as of the first day such a brokerage account is opened and is ready to receive trading instructions from Wealthfront (the “Effective Date”) based upon the investment plan recommended by Wealthfront to Client, including the features designated by Client (the “Plan”). In consideration of the mutual covenants herein, Client and Wealthfront agree as follows:
WEALTHFRONT CLIENT ACCOUNT AGREEMENTSElectronic Agreement and Disclosure • December 4th, 2012 • California
You (the “Client”) and Wealthfront Inc., a Delaware corporation and an SEC registered investment adviser (“Wealthfront”), agree to enter into a financial advisory relationship which will allow Wealthfront to manage your brokerage account at such securities broker as Wealthfront may designate (the “Broker”), which may be affiliated with Wealthfront, as described further below. This Agreement is effective as of the first day such a brokerage account is opened and is ready to receive trading instructions from Wealthfront (the “Effective Date”) based upon the investment plan recommended by Wealthfront to Client (the “Plan”). In consideration of the mutual covenants herein, Client and Wealthfront agree as follows:
