Account Agreement Sample Contracts

ACCOUNT AGREEMENT TERMS AND CONDITIONS
Account Agreement • December 1st, 2022

This agreement (the “Agreement”) outlines the terms and conditions governing the Depositor's use of the Account (defined below). The Financial Institution does not offer the Account other than in accordance with these terms and conditions. By requesting and using the Account, the Depositor acknowledges its acceptance of these terms and conditions.

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Account Agreement
Account Agreement • October 22nd, 2024 • England

custodian and to use certain custody services to be provided by a custodian under a separate custody agreement to be entered into as appropriate.

ACCOUNT AGREEMENT AND DISCLOSURES
Account Agreement • September 12th, 2024

You have many choices when selecting a financial institution, and we are glad that you chose us. We value our relationship with you and hope that we answered all your questions when you opened your account.

MASTER ACCOUNT AGREEMENT & DISCLOSURE
Account Agreement • January 3rd, 2022

This Account Agreements and Disclosures booklet is effective 11/13/2021 and supersedes any conflicting terms and conditions contained in the any prior versions or amendments. Throughout this booklet, the booklet is referred to as the “Account Agreement.”

ACCOUNT AGREEMENT
Account Agreement • December 20th, 2018 • Massachusetts

This Account Agreement (“Agreement”) is entered into by and among LPL Financial LLC (“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 the Account Application (“Client”), pursuant to which Client will open an account (“Account”) with LPL and IAR 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 by either LPL or IAR 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 you provide completed paperwork to your IAR. A description of the services to be provided and the parties

THE BANCORP BANK ACCOUNT AGREEMENT
Account Agreement • June 1st, 2021 • Delaware

Your account(s) is issued and operated by The Bancorp Bank. The headers used throughout this Account Agreement are for convenience. If any provision or portion of this Account Agreement is, or becomes, invalid under any applicable statute or rule of law, the remainder of this Account Agreement shall remain in full force and effect. If you have any questions concerning the terms and conditions, please contact us using the contact information appearing below.

Welcome 1 Agreement 1
Account Agreement • May 1st, 2021

This agreement is subject to applicable federal laws, the laws of the state of the branch in which your account is located and other applicable rules such as the operating letters of the Federal Reserve Banks and payment processing system rules (except to the extent that this agreement can and does vary such rules or laws). The body of state and federal law that governs our relationship with you, however, is too large and complex to be reproduced here. The purpose of this document is to:

ON 25 NOVEMBER 2015, ON 27 JUNE 2016, 26 MAY 2017, ON 25 MAY 2018, ON
Account Agreement • January 4th, 2024 • England
ACCOUNT AGREEMENT
Account Agreement • December 20th, 2018 • 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”), the client indicated in Section I of the Account Application (“Client”), and, if applicable, the portfolio manager indicated in Section VI of the Account Application, a registered investment advisor (“SMA Portfolio Manager”). Within the Manager Access Select program (“Program”), LPL offers two alternatives – the Separately Managed Account Platform (the “SMA Platform”) and the Model Portfolio Platform (the “MP Platform” and together with SMA Platform, the “Platforms”) – through which clients may invest. Client desires to open an account (“Account”) with LPL and Advisor for the purpose of participating in either the SMA Platform or the MP Platform. A description of the services to be provided and the parties providing the services

ACCOUNT AGREEMENT
Account Agreement • May 17th, 2020 • Virginia

Thank You for choosing BB&T Securities LLC, a wholly owned non bank subsidiary of Truist Financial Corporation, to serve as Your securities broker and to make available to You all or some of the services described in this Agreement. This Agreement is between You and BB&T Securities, LLC (“BB&T Securities”) and contains the terms, conditions and representations that govern any and all accounts You maintain at BB&T Securities.

ACCOUNT AGREEMENT
Account Agreement • August 8th, 2023 • Massachusetts

In consideration of LPL Financial LLC (LPL) agreeing to open a SWM/SWM II investment account (Account) for you, you hereby understand, acknowledge and agree:

Account Agreement
Account Agreement • January 18th, 2021

The language used throughout both the pre-contractual and the contractual relationship is French. The contract is drawn up in French.

Account Agreement &
Account Agreement • February 20th, 2024
A C C O U N T A G R E E M E NT
Account Agreement • May 31st, 2024 • Illinois

The terms and conditions of this Account Agreement (“Agreement”) will control the account you are opening with M1 Finance LLC (“M1” or “M1 Finance”) and any other account you open with us in the future.

Account Agreement and
Account Agreement • June 6th, 2017

This Account Agreement and Disclosures (“Agreement”) is designed to explain our accounts and services in detail. This Agreement contains information about our banking options, as well as steps that you can take to help enhance your relationship with us and get the most out of your accounts.

ACCOUNT AGREEMENT
Account Agreement • December 8th, 2022

A common bond through uncommon strength. Member One FCU seeks to make a meaningful difference in the financial lives of our members. Our history of solid financial performance and member satisfaction is part of our belief that helping people achieve financial goals helps communities. In strengthening communities we serve, we help improve each community’s quality of life. We donate time, goods, services and financial support to area non-profit organizations, charities and community projects. Our bottom line is driven by a commitment to quality service, not making a profit.

Account Agreement
Account Agreement • January 31st, 2023 • Colorado

This document is your permanent copy of Partner Colorado Credit Union’s Account Agreement. Please keep this document for your records. The information contained in this document is extensive and complex; therefore it is recommended that you ask a Partner Colorado Credit Union representative to clarify anything you do not fully understand. The table of contents below is provided for easy reference.

ACCOUNT AGREEMENT AND DISCLOSURES
Account Agreement • November 22nd, 2023 • Michigan

This Account Agreement contains rules, which govern your account(s) with Christian Financial Credit Union, also referred to as Christian Financial. This Agreement covers your rights and responsibilities concerning your accounts and the rights and responsibilities of the Credit Union providing this Agreement. Please read this document carefully. When you sign your signature card or agree through the Credit Union’s Online application, your acceptance of these terms allows us to assess and collect fees, as disclosed, directly from your account balance. You may receive a separate schedule of interest rates, qualifying balances, and fees if they are not included elsewhere in the Account Agreement and Disclosures. As used in this Agreement, the words “we”, “our”, “Christian Financial”, and “us” mean the Credit Union, and the words “you” and “your”, “member” or “owner” mean account holders and any authorized signers or agents on your account or anyone who signs an Account Card, Account Addend

Contract
Account Agreement • November 2nd, 2022 • Texas
Agreement and Disclosure Booklet
Account Agreement • January 19th, 2004 • Missouri

We are pleased that you have made Stifel your advisor of choice. At Stifel, placing our clients’ needs first is our top priority,

NW PREFERRED FEDERAL CREDIT UNION ACCOUNT AGREEMENT & DISCLOSURES
Account Agreement • September 19th, 2024

Please read this Agreement and Disclosure booklet completely and retain it with your personal records. By signing the Membership Application that is a part of the Agreement, you agree to the terms and conditions in this Agreement, including the Rate Sheets accompanying this Agreement, any account receipt, and the Credit Union’s bylaws and policies. All Share (“Savings”) accounts, Share Draft (“Checking”) accounts and Term Share (“Certificate”) Accounts are subject to the terms and conditions in this booklet and such other terms and conditions as established by the Board of Directors. From time to time changes may be made to the disclosures in this booklet. In the event of such changes you will be notified within the appropriate timeframes defined by governing law.

Account Agreement Terms and Conditions
Account Agreement • May 22nd, 2008 • British Columbia
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Contract
Account Agreement • December 8th, 2021 • New York
Terms and Conditions of Account Agreement
Account Agreement • July 22nd, 2024
Effective as of November 15, 2022
Account Agreement • September 25th, 2023 • Tennessee

This document, as amended or supplemented by the attached disclosures (collectively, this “Agreement”), contains the general terms, conditions and disclosures for the Evolve Bank & Trust transaction account (the “Account”) and any Card (as defined below) provided in connection with the Account and constitutes an agreement between the Bank (as defined below) and you. For purpose of this Agreement, the term “Account” may also collectively include Sub-Deposit Accounts of such Account.

ATB FINANCIAL BUSINESS / AGRICULTURE ACCOUNT AGREEMENT (“ACCOUNT AGREEMENT”)
Account Agreement • June 20th, 2017 • Alberta
This agreement is the contract that governs your account.
Account Agreement • November 30th, 2022

Whether you have a personal or business account, this document is the basic agreement between you and us (Goldman Lampe Private Bank FZE registered under the Ras al Khaimah law, code 7414-088. JULPHAR COMMERCIAL TOWER

AGREEMENT. This document, along with any other documents we give you pertaining to your account(s), is a contract that establishes rules which control your account(s) with us. Please read this carefully and retain it for future reference. If you sign...
Account Agreement • July 31st, 2022

This agreement is subject to applicable federal laws and regulations, the laws of the state of Ohio and other applicable rules such as the operating letters of the Federal Reserve Banks and payment processing system rules (except to the extent that this agreement can and does vary such rules or laws). The body of state and federal law that governs our relationship with you, however, is too large and complex to be reproduced here. The purpose of this document isto:

ACCOUNT AGREEMENT AND DISCLOSURES
Account Agreement • October 7th, 2019

This Account Agreement contains rules, which govern your account(s) with Christian Financial Credit Union, also referred to as CFCU. This Agreement covers your rights and responsibilities concerning your accounts and the rights and responsibilities of the Credit Union providing this Agreement. Please read this document carefully. When you sign your signature card or agree through the Credit Union’s Online application, your acceptance of these terms allows us to assess and collect fees, as disclosed, directly from your account balance. You may receive a separate schedule of interest rates, qualifying balances, and fees if they are not included elsewhere in the Account Agreement and Disclosures. As used in this Agreement, the words “we”, “our”, “CFCU”, and “us” mean the Credit Union, and the words “you” and “your”, “member” or “owner” mean account holders and any authorized signers or agents on your account or anyone who signs an Account Card, Account Addendum Card, or any other account

ACCOUNT AGREEMENT -----------------
Account Agreement • August 28th, 2003 • Oncor Electric Delivery Transition Bond Co LLC • Asset-backed securities • New York
Account Agreement
Account Agreement • January 24th, 2023

This is Moneycorp’s commercial foreign exchange account agreement (this ‘Agreement’), which will govern any contract the Client enters into with Moneycorp for a Transaction in an Unregulated Foreign Exchange Contract. While this Agreement governs the terms of transactions and contracts which Moneycorp enters into with the Client, it does not impose any obligation on Moneycorp to enter into any transaction with the Client.

Important Information Regarding Your Deposit Accounts
Account Agreement • December 13th, 2021

This is your Account Agreement. This booklet contains the ACCOUNT AGREEMENT (“Agreement”) for each deposit account that you open and maintain with UMB Bank, N.A., which is referred to in this booklet as “we,” “us”, “our” or “the Bank.” “You” refers to each person that owns a deposit account at the Bank and each of that person’s representatives or agents, and includes any individual person, joint owner, fiduciary, or business customer identified on a signature card or other bank records as holding a deposit account. Please keep a copy of this booklet with your other important banking records, and refer to it if you have questions about your deposit account.

Account Agreement
Account Agreement • July 7th, 2019

This Agreement sets out the terms of your credit card account with us. It applies to you and all authorized user(s). Accessing your account means that you have received this Agreement and you agree to be bound by it.

Contract
Account Agreement • December 8th, 2020
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