Common Contracts
1 similar Client Account Agreement contracts
CLIENT ACCOUNT AGREEMENTClient Account Agreement • June 6th, 2024
This Client Account Agreement (“Agreement”) sets forth the respective rights and obligations of the client(s) identified on the new account application (“you”, “your”), your registered investment advisor firm (the “Advisor”) and Wedbush Securities Inc. (“WSI”), in connection with your account with Advisor which is custodied at WSI (“Account”). You hereby agree as follows with respect to the Account, which you have established with Advisor for the purchase, sale or carrying of securities or contracts relating thereto, which transactions are executed and cleared through WSI. To help the government fight the funding of terrorism and money laundering, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. In order to open an account, you will provide information that will allow WSI to identify you including, but not limited to, your name, address, date of birth, and driver’s license or other identifying do
