Account Handling Clause Samples

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Account Handling. The Designated Custodian (“The Custodian”) will automatically hold all of your securities purchased, sales proceeds, dividends and interest. The Custodian will also release your name, address and securities positions to authorized agencies and entities, including companies in which we hold securities for your Account, upon request, unless you notify us otherwise in writing.
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Account Handling. You acknowledge that LPL reserves the right in its sole discretion to refuse or restrict your orders and that LPL may close your Account by giving you written notice.
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Account Handling. Schwab will automatically hold all of your securities purchased, sales proceeds, dividends and interest. ▇▇▇▇▇▇ will also release your name, address and securities positions to companies in which we hold securities for your account upon request, unless you notify us otherwise in writing. If you maintain more than one account at Schwab, you authorize Schwab to transfer assets between your accounts when no written authorization is requested.
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Account Handling. MPS will not hold any of your securities purchased, sales proceeds, dividends, interest, or customer funds of any kind All funds or securities delivered to us will be promptly transmitted to the securities issuer, purchaser, seller, transfer agent or custodian, as applicable to each transaction.
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Account Handling. You acknowledge that LPL reserves the right in its sole discretion to refuse or restrict your orders and that LPL may close your Account by giving you written notice. This information is being provided to you as the sponsor or other responsible fiduciary of a retirement plan (“Plan”) subject to the Employee Retirement Income Security Act of 1974 (“ERISA”) that maintains an investment account at LPL. For more information regarding the services that LPL may make available to the Plan pursuant to this Agreement, the product providers that participate in sponsorship programs described below and any related compensation, please refer to the Third Party Compensation and Related Conflicts of Interest section of LPL’s website (▇▇▇.▇▇▇.▇▇▇) and any related disclosures, documents or other agreements you receive in connection with the Plan’s investments. Please review this disclosure document in conjunction with such other related disclosures, documents or other agreements. If you have any questions concerning this disclosure document or the information provided to you concerning our services and compensation or require copies of any documents referenced herein, please ask your Advisor or LPL Client Services at (▇▇▇)-▇▇▇-▇▇▇▇.
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Account Handling. You acknowledge that Equitable Advisors reserves the right in its sole discretion to refuse or restrict your orders and that Equitable Advisors may re-assign your account to a different Financial Professional or close your account by giving you written notice.
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Related to Account Handling

  • Account Histories The Transfer Agent may receive any fees reasonably related to the cost incurred by the Transfer Agent to prepare, at the request of a shareholder, an account history or provide other research information for any year(s) prior to the calendar year in which the request is made by the shareholder.

  • Account Verification Whether or not a Default or Event of Default exists, Agent shall have the right at any time, in the name of Agent, any designee of Agent or any Borrower, to verify the validity, amount or any other matter relating to any Accounts of Borrowers by mail, telephone or otherwise. Borrowers shall cooperate fully with Agent in an effort to facilitate and promptly conclude any such verification process.

  • Account Access User acknowledges and agrees that (i) this license may be subject to payment of the relevant fees to Honeywell by a general contractor, distributor, dealer, integrator, installer, or central station (each, a “Provider”), and (ii) Honeywell will have no liability whatsoever to User to the extent User’s access to the Software is revoked due to such Provider’s failure to pay Honeywell for the Software.

  • Health Spending Account (HSA Wellness Spending Account (WSA)/Registered Retirement Savings Plan (RRSP) utilization rates;

  • Account Types The Financial Institution agrees that each Collateral Account is, and will be maintained as, either a “securities account” (as defined in Section 8-501 of the UCC) or a “deposit account” (as defined in Section 9-102(a)(29) of the UCC).