Account Summary definition

Account Summary means a statement of the Clients securities portfolio, open positions, margin requirements, cash deposit etc. at a specific point in time;
Account Summary means a statement of the Clients securities portfolio, open position’s, margin requirements, cash deposit etc. at a specific point in time.
Account Summary means a statement of the Client's portfolio of Instruments, open posi- tions, Collateral, cash deposits etc. at a specific point in time;

Examples of Account Summary in a sentence

  • You can view your Schwab Brokerage and Xxxxxx Bank balances on the Account Summary page of xxx.xxxxxx.com (or xxx.xxxxxxxxxxxxxx.xxx for clients of independent investment advisors).


More Definitions of Account Summary

Account Summary or “Account Statement”, when used in the Agreement and/or any agreements by and between us, including, without limitation, these Terms and Conditions, unless the context otherwise requires, shall mean a periodic statement of a client’s securities portfolio, open positions, Margin requirements and/or cash deposits, and of the Transactions and/or charges credited or debited to a client’s Account etc…, at a specific point in time;
Account Summary means a statement of the Clients securities portfolio, open posi- tions, margin requirements, cash deposit etc. at a specific point in time;
Account Summary means a statement of the Client’s securities portfolio, cash deposit etc. at a specific point in time;
Account Summary means a periodic communication sent to you electronically that contains important terms, conditions and information about your Account and Strategy.
Account Summary means a statement of the Client's portfolio of Instruments, open positions, Collateral, cash deposits etc. at a specific point in time;
Account Summary refers to the high-level overview of this Agreement mailed and/or e-mailed to You, featuring Your Agreement Number, Agreement Holding Period, Agreement Term, Bonus Months, Payment Type, Agreement Price, Purchase Date, Trade Service Call Fee (“Deductible”), Property Covered, Property Type, Residence, Your contact information, and Your Covered Items.
Account Summary means a statement of the Clients securties portf lio, open positions, mar- gin requirements, cash depo it etc. at a specific point in time;