Common Contracts
1 similar Disclosure Statement and Custodial Agreement contracts
Disclosure Statement and Custodial AgreementDisclosure Statement and Custodial Agreement • May 12th, 2017
Carefully read the applicable sections of the IRA Disclosure Statement and Custodial Agreement contained in this booklet, the Harbor IRA Account Application, and the prospectus for the Fund(s) in which you are investing. We suggest you keep this booklet for your files. Consult your financial or tax advisor if you have any questions about how establishing a Traditional IRA or Roth IRA will affect your financial situation.
