Account Deposits and Withdrawals. Client may make additions to the Account as cash or Legacy Securities at any time and may withdraw Account assets through accessing the Investor Portal, subject to Section 10 below. Client acknowledges that liquidation requests in connection with withdrawals, and changes to the Model Portfolio or Investment Objective selected may take up to 5 business days to process, and, in certain circumstances, may take longer to allocate assets, for example, depending on the ability of LPL to liquidate the Legacy Securities transferred into the Account. Client understands that the Program is designed as a long-term investment vehicle and that asset withdrawals may impair the achievement of Client’s investment objectives. Client cannot pledge assets held in the Account.
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Sources: Guided Wealth Portfolios Account Agreement, Account Agreement
Account Deposits and Withdrawals. Client may make additions to the Account as cash or Legacy Securities at any time and may withdraw Account assets through accessing the Investor Portal, subject to Section 10 below. Client acknowledges that liquidation requests in connection with withdrawals, and changes to the Model Portfolio or Investment Objective selected may take up to 5 business days to process, and, in certain circumstances, may take longer to allocate assets, for example, depending on the ability of LPL to liquidate the Legacy Securities transferred into the Account. Client understands that the Program is designed as a long-term investment vehicle program and that asset withdrawals may impair (or requests to allocate all or a portion of Account assets into cash) will affect the achievement performance of Client’s investment objectivesthe Account. Client cannot pledge assets held in the Account.
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