Common Contracts

1 similar Account Agreement contracts

ACCOUNT AGREEMENT
Account Agreement • July 23rd, 2019 • Massachusetts

This Account Agreement (“Agreement”) is entered into by and among LPL Financial LLC (“LPL”), a registered investment advisor and broker/dealer, the registered investment advisor firm indicated in Section V of the Account Application attached hereto (“Advisor”), and the client indicated in Section I of the Account Application (“Client”), pursuant to which Client will open an account (“Account”) with LPL and Advisor for the purpose of participating in the Model Wealth Portfolios Program (“Program”). Notwithstanding any other provision of this Agreement to the contrary, the advisory services to be provided under this Agreement shall by either LPL or Advisor shall not begin until your Account paperwork has been accepted by LPL at its home office as being in good order. LPL’s acceptance of the Account will generally occur within 15 business days, but can take longer in certain circumstances, from the day completed paperwork is received by LPL. A description of the services to be provided an

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