GUIDED WEALTH PORTFOLIOS (GWP) ACCOUNT AGREEMENTGuided Wealth Portfolios Agreement • December 28th, 2022 • 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 indicated in Section V of the Account Application attached hereto (“Advisor”) and the client indicated in Section I of the Account Application (“Client” or “you”), pursuant to which Client will open an account (“Account”) with LPL and Advisor for the purpose of participating in the Guided Wealth Portfolios Program (“Program”). Notwithstanding any other provision of this Agreement to the contrary, the advisory services to be provided under this Agreement shall not begin until your Account paperwork has been accepted by LPL at its home office as being in good order and the applicable minimum Account balance has been reached as described in Section 9 below. LPL’s acceptance of the Account will generally occur within 15 business days, but can take longer in certain circumstances, from the day you submit your comple
