Account Services Clause Samples

Account Services. For Account service assistance or additional information regarding your Account, please contact Customer Service via the Customer Service contact information provided above.

Account Services. Creating an Investment Plan. We will provide you with investment advice through an investment plan (“Investment Plan”) that is based on our asset allocation models. Our advice to you takes into consideration your financial goals, your ability to take on risk, your time horizon, earnings power in a range of economic scenarios and other information that you have provided us. Executing the Investment Plan. Should you elect to implement your Investment Plan and have the portfolio as described in your Investment Plan managed on an ongoing discretionary basis by Ellevest, you will separately execute a Folio Services Agreement with Folio Investments, Inc., a registered broker-dealer, open one or more brokerage accounts with Folio under the terms of the Services Agreement authorizing Ellevest to place trades on your behalf as discretionary investment adviser in connection with the Program and formally fund the Program Accounts with cash or other assets acceptable to Ellevest. Ellevest will not commence implementation of your Investment Plan until it receives confirmation that your Program Accounts have been properly established and funded. Ellevest will solely be responsible for implementing your Investment Plan with respect to those assets custodied with Folio in Program Accounts. All of your assets that we manage for your Investment Plan will be held and custodied with Folio in these Program Accounts. 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”). These Goals are merely separate book-entry ledger entries within your Program Accounts and, therefore, they are not separate and distinct accounts for tax or accounting purposes.

Account Services. For Account service assistance or additional information regarding your Account, please send an email to ▇▇▇▇▇▇▇@▇▇▇▇▇▇▇▇▇▇▇.▇▇▇ or contact Customer Service at +▇▇ (▇▇) ▇▇▇▇-▇▇▇▇ (Brazil) / +▇ (▇▇▇) ▇▇▇-▇▇▇▇ (USA).

Account Services. As part of your ▇▇▇.▇▇ Account, ▇▇▇.▇▇ provides qualifying users access to accounts for you to store, track, transfer, and manage your balances of cryptocurrency and/or dollars or other supported currency. All cryptocurrency or dollars (or other supported currencies) that are held in your account are held by ▇▇▇.▇▇ for your benefit. You can load funds into your account from a valid bank account via ACH transfer or wire transfer, or other accepted payment methods such as credit or debit cards. Your balance is in a pending state and will not be credited to your ▇▇▇.▇▇ Account until after the bank transfer has cleared, usually with 5 business days. We may debit your linked bank account as soon as you initiate payment. Other payment methods may take a longer period to clear, and withdrawals may be limited for a period after a receipt of payments. Your ▇▇▇.▇▇ Account allows you to hold and transfer US dollars which are held by ▇▇▇.▇▇ for your benefit at U.S. FDIC-insured banks. ▇▇▇.▇▇ may impose withdrawal limits on your ▇▇▇.▇▇ Account from time to time in its discretion. Title to cryptocurrency represented in your ▇▇▇.▇▇ Account shall at all times remain with you and shall not transfer to ▇▇▇.▇▇. Your balances in your ▇▇▇.▇▇ Account are not segregated and cryptocurrency or cash are held in shared addresses or accounts, as applicable. A valid purchase of cryptocurrency that is accepted by ▇▇▇.▇▇ generally will initiate on the business day we receive your instructions. Purchased cryptocurrency or transferred payments will be credited to your ▇▇▇.▇▇ Account as soon as funds have settled to ▇▇▇.▇▇, which in the case of a bank account or credit or debit card may take up to five business days. If ▇▇▇.▇▇ cannot complete your transaction for any reason (such as price movement, or an order exceeding the maximum order size), ▇▇▇.▇▇ will reject the order and notify you of such rejection. You will not be charged for a rejected transaction. When you give us instructions to purchase (buy) cryptocurrency, you cannot withdraw your consent to that purchase unless the purchase is not scheduled to occur until a future date, provided that you may withdraw your consent up until the end of the business day before the date is scheduled to take place. ▇▇▇.▇▇ does not represent or treat assets in your ▇▇▇.▇▇ Account as belonging to ▇▇▇.▇▇. You acknowledge that your ▇▇▇.▇▇ Account is not subject to protections or insurance provided by the Federal Deposit Insurance Corporation or the Se...

Account Services. 2.1. In accordance with your instructions, DDSC may establish one or more Bullion safekeeping accounts for You (“Account”). DDSC may, in its sole discretion, refuse to establish an Account or suspend or close an Account.

Account Services. Company shall designate one or more demand deposit accounts as a "Target Balance Account", and a single separate demand deposit account as the "Master Account". At the close of each Business Day, F&M BANK shall create a Target balance in each Target Balance Account by depositing funds from or transferring funds to the Master Account. Company agrees to maintain, or to cause to be maintained, in the Master Account and Target Balance Accounts at all times and in collected, immediately available funds, an aggregate amount sufficient to pay all charges to and checks or other items presented against each Target Balance Account and Master Account. Company authorizes and directs F&M BANK, at any time and without prior notice to Company, to transfer to each Target Balance Account from the Master Account, or other deposit accounts of Company maintained at F&M BANK, funds in the amounts sufficient to pay any checks, items or charges presented against or payable from each Target Balance Account. Upon prior written agreement with F&M BANK, Company may add, remove, or change the designation of an account as a Target Balance Account or the Master Account, and F&M BANK may make any changes without prior notice to Company. Subject to approval of F&M BANK and receipt of such approval documentation as F&M BANK may require, Company may (a) designate a F&M BANK demand deposit account held by an affiliate of Company as a Target Balance Account or a Master Account for purposes of this Agreement, and/or (b) designate or permit the use of any Company Account as a Target Balance Account or Master Account for an affiliate’s Target Balance Account Services; in each such case the full terms of this Target Balance Account Services section shall apply as if all Target Balance Accounts and Master Accounts used in connection with such Target Balance Account Services were Company Accounts.

Account Services. As part of the overall financial planning or investment management process, an insurance agent or person acting in the capacity of a broker-dealer’s registered representative, or an entity other than Cape Investment Advisory, may from time to time offer securities and/or non- securities products and services to you such as, but are not limited to: insurance; securities, real estate brokerage; legal; accounting; pension administration and/or consulting; numismatics; mortgage brokerage; borrowing and/or lending activities; precious gems and/or metals; and tax preparation. Please understand these products and services are not offered through Cape Investment Advisory. Furthermore, the Cape Investment Advisor Representative who provides you with financial planning or investment management services, may also conduct his/her business under a name other than that of Cape Investment Advisory.

Account Services. You may use Online or Mobile Banking to view copies of checks and deposit account transaction history, place Stop Payments on checks, and download your account information to personal management software. The Bank determines at its sole discretion the types of personal financial software that may be used in Online or Mobile Banking. You are solely responsible for the cost of obtaining and maintaining the software and for downloading transaction data on a timely basis. Transaction history is generally available for 12 months depending on the date of the last account statement. You will not be notified prior to the purging of transaction data. The Bank cannot restore transaction history to the Service once purged.

Account Services. You may request services such as stop payments, statement and check copies and additional services through Radiant CU eBanking. • Transferring Funds. You may transfer funds between eligible deposit and loan accounts you are authorized to access. If eligible, you may transfer funds to and from your credit union accounts and your own accounts at other financial institutions. If eligible, you may transfer funds to and from your credit union accounts to accounts belonging to others at other financial institutions. • Bill Pay. Upon acceptance of the Bill Pay Terms and Conditions, you may make payments or pay various third parties from your payment account. You must have an eligible Share Draft Checking Account to use the Bill Pay Service. Your ability to make certain payments or pay certain third parties may be prohibited. The payee of a Bill Pay payment will not receive payment for as many as seven business days after the payment order is processed by us. Any Bill Pay payment received by us after 3:00 p.m. on a business day or on a non-business day will be processed by us the next business day. Your Share Draft Checking Account must contain sufficient, available funds at the time the Bill Pay payment order is initiated for the payment order to be processed. We shall have no liability for any special, indirect or consequential damages arising from any failure of or error in any Bill Pay payment order.