Common use of Account Requirements Clause in Contracts

Account Requirements. The minimum investment requirement in an Account is $10,000. A Client retains sole ownership of the Account (i.e. the right to withdraw securities or cash, exercise or delegate proxy voting and receive transactions confirmations). You may make additions to and withdrawals from your Account at any time through the 99rises App, subject to 99rises’ right to terminate your account. Additions must be in cash. You may withdraw assets from your Account upon five (5) days’ notice to 99rises. Understand, however, that 99rises designs its portfolios as long-term investments; therefore, a withdrawal of assets may impair the achievement of your investment objectives. Further, when securities are withdrawn, you may be subject to transaction fees and/or tax consequences. You confirm that all of the information you have provided through the 99rises App is true, accurate and complete in all respects. You agree to notify us promptly of any change in your information that may be relevant to your financial circumstances. You understand that 99rises will contact you at least annually through the 99rises App, email or any other means deemed appropriate, to request that you review your Portfolio to determine whether it should be modified. You agree to review your Portfolio for accuracy and provide material updates in a timely manner.

Account Requirements. The minimum investment requirement in an Account is $10,0005,000. A Client retains sole ownership of the Account (i.e. the right to withdraw securities or cash, exercise or delegate proxy voting and receive transactions confirmations). You may make additions to and withdrawals from your Account at any time through the 99rises App, subject to 99rises’ right to terminate your account. Additions must be in cash. You may withdraw assets from your Account upon five (5) days’ notice to 99rises. Understand, however, that 99rises designs its portfolios as long-term investments; therefore, a withdrawal of assets may impair the achievement of your investment objectives. Further, when securities are withdrawn, you may be subject to transaction fees and/or tax consequences. You confirm that all of the information you have provided through the 99rises App is true, accurate and complete in all respects. You agree to notify us promptly of any change in your information that may be relevant to your financial circumstances. You understand that 99rises will contact you at least annually through the 99rises App, email or any other means deemed appropriate, to request that you review your Portfolio to determine whether it should be modified. You agree to review your Portfolio for accuracy and provide material updates in a timely manner.