WEALTHFRONT JOINT ACCOUNT CLIENT AGREEMENTSWealthfront Client Account Agreement • February 4th, 2022 • California
Contract Type FiledFebruary 4th, 2022 JurisdictionYou (“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 TRUST ACCOUNT CLIENT AGREEMENTSWealthfront Client Account Agreement • January 28th, 2022 • California
Contract Type FiledJanuary 28th, 2022 JurisdictionYou (“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 AGREEMENTSWealthfront Client Account Agreement • September 17th, 2020 • California
Contract Type FiledSeptember 17th, 2020 JurisdictionYou (“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 AGREEMENTSWealthfront Client Account Agreement • November 19th, 2013 • California
Contract Type FiledNovember 19th, 2013 JurisdictionYou (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 AGREEMENTSWealthfront Client Account Agreement • December 4th, 2012 • California
Contract Type FiledDecember 4th, 2012 JurisdictionYou (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: