Common Contracts

Account Management Agreement

Account Management Agreement • May 4th, 2021 • New York

• Contract Type
  Account Management Agreement
• Filed
  May 4th, 2021
• Jurisdiction
  New York

This account management agreement (this “Agreement” or “Management Agreement”) sets out the terms and conditions under which Quantalytics Investment Advisors, LLC (“Quantalytics,” “we,” or “us”), a registered investment adviser, will provide ongoing discretionary management services with respect to the assets in your Quantalytics investment account (the “Quantalytics Account”). This Agreement will become effective, and you will become our client (“Client,” “you,” “your” or similar terms), on the date you sign it. If your Quantalytics Account relates to the assets of your Traditional Individual Retirement Account or Roth Individual Retirement Account (each an “IRA”), “Client,” “you” or “your” refers to both you, as the settlor of the IRA, and the IRA. You will sign this Agreementby checking and clicking the “I Agree” button or typing your name in the electronic signature field appearing after you have scrolled through this Agreement, either of which will constitute your electronic signa