Common Contracts
1 similar Wealthfront Roth Ira Agreement contracts
ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT 17Wealthfront Roth Ira Agreement • May 31st, 2021 • California
This Agreement is entered into by and between Wealthfront Inc., a Delaware corporation and an SEC registered investment adviser (“Wealthfront”), and you, the beneficial owner (the “Account Holder”) of an Individual Retirement Account (the “Account”), which is administered by Apex Clearing Corporation (“Apex Clearing” or “Custodian”) acting as the Custodian with regard to the Account pursuant to an Individual Retirement Custodial Account Agreement (the “Custodial Agreement”). The Agreement shall be effective as of the first day a brokerage account described below is opened at such securities broker as Wealthfront may designate (the “Broker”), which may be affiliated with Wealthfront as further described below, and is ready to receive trading instructions from Wealthfront (the “Effective Date”) based upon the investment plan recommended by Wealthfront to Account Holder, including the features designated by Account Holder (the “Plan”). In consideration of the mutual covenants herein, Acco
