Common Contracts
1 similar Account Agreement contracts
ACCOUNT PACKETAccount Agreement • November 2nd, 2010 • Massachusetts
This Account Agreement (“Agreement”) is entered into by and among LPL Financial Corporation (“LPL”), a registered investment advisor and broker/dealer, the LPL Investment Advisor Representative indicated in Section V of the Account Application attached hereto (“IAR”), and the client indicated in Section I of the Account Application (“Client”), pursuant to which Client will open an account (“Account”) with LPL and IAR for the purpose of participating in the Personal Wealth Portfolios Program (“Program”) through which IAR and LPL as an investment advisor will purchase and manage specified assets of the Client. A description of the services to be provided and the parties providing the services are set forth below.
