Examples of Program Accounts in a sentence
At the end of each fiscal year, the bank should be required to provide a letter confirming that all school funds are listed on the bank’s records as SAFE Program Accounts.
WFA will enter into agreements with sub- advisors from time to time under which the sub-advisors agree to manage, or provide model portfolios that WFA relies on to manage, the Advisory Program Accounts.
References to the RIA shall include any affiliated Introducing Firm, with respect to the services provided to Advisory Program Accounts hereunder.
Ellevest will not commence implementation of your Investment Plan until it receives confirmation that your Program Accounts have been properly established and funded.
These Program Accounts, in turn, will be comprised of one or more sub-accounts that correspond to the specific investment goal or goals set forth in your Investment Plan (collectively, “Goals”).