Account Minimums Sample Clauses
Account Minimums. Graybridge does not impose minimum balances on Accounts nor do our designated Custodians. However, when funding an Account, there may be minimums on the transfer amount depending on the funding type. For certain investing methods, such as margin investing, the Account may need to exceed a minimum asset value. The Client exclusively possesses rights to the Account(s) (i.e. the right to withdraw securities or cash and receive trade confirmations). Client retains voting rights for all proxy securities. Clients may make deposits and withdrawals through the designated Custodian, subject to Graybridge's right to terminate accounts. Clients may withdraw assets by notifying Graybridge, subject to securities settlement processes and anti-money-laundering holding periods. The portfolios of Graybridge are long-term investments; therefore, asset withdrawals may impede investment objectives. The withdrawal of securities could incur fees and/or taxes and decrease investment performance.
Account Minimums. Other than limited exceptions related to particular client-types, we generally do not require a minimum account size to open a brokerage account. Some securities also have investment minimums.
Account Minimums. The minimum initial investments for PlanMember Platform accounts are listed below: IRA and Nonqualified Accounts Employer-Sponsored Plan Accounts PlanMember Elite $2,000 No minimum PlanMember Strategist $2,000 No minimum PlanMember Select See fund prospectus Not available PlanMember Retirement Select Not available See fund prospectus PlanMember Preference $5,000 $5,000 Fund companies may impose minimum investment amounts at the mutual fund level (see prospectus(es) for details). The minimum subsequent investments for PlanMember Platform accounts are listed below. Minimum subsequent investment amounts should be considered if you plan to make payroll deferrals, bank transfers or any other account purchases after your initial account establishment. ▇▇▇ and Nonqualified Accounts Employer-Sponsored Plan Accounts PlanMember Elite $100 $50 PlanMember Strategist $100 $50 PlanMember Select See fund prospectus Not available PlanMember Retirement Select Not available See fund prospectus PlanMember Preference $100 $100 If you invest in a directly held mutual fund or annuity contract, the minimum investment is defined in the product’s prospectus.
Account Minimums. Account minimums equate to a minimum amount of revenue generated from the sale of Tickets through the accesso ShoWare Software ticketing system and paid by the User to accesso each year starting on the Effective Date of this agreement. If minimum ticket sales have been set (see Exhibit B, Pricing Provisions), the fees generated from ticket sales will offset the revenue minimums. Any shortfall in ticket sales from the stated minimum will result in an invoice to the User at year-end. Failure to bring an account to an active status due to delays by the User does not eliminate the start of account minimums.