Common use of Linking Accounts Clause in Contracts

Linking Accounts. To receive a monthly maintenance fee waiver based on Combined Balances, you must contact your BMO ▇▇▇▇▇▇ Banker to request Relationship Waiver, and designate your Master Account and Linked Accounts. In order to meet the Combined Balance requirement of your Master Account, you may link, as a Linked Account, any personal Checking or Savings Account, CD or IRA (that is not subject to ERISA) on which you are listed as an Account Owner as a Linked Account. You may link any business Checking Account or Savings Account or CD owned by your sole proprietorship (as stated in the assumed name certificate) or a partnership in which you are a partner (as stated in the partnership agreement) as a Linked Account. You may not link any other accounts, including HSAs, IRAs that are subject to ERISA, loan accounts, line of credit accounts, investment accounts, IOLTAs, and IBRETAs, for the purposes of satisfying the Combined Balance requirement. You may not link any trust Account except Accounts opened by you as part of your revocable living trust. We bear no responsibility for your decision to link Accounts. You should carefully consider your decision to link Accounts, and consult your legal advisor. If you designate an Account that sweeps to an investment which is not FDIC insured as a Linked Account, only balances which remain in your FDIC-insured Account will be included in the Combined Balance.

Linking Accounts. To receive a monthly maintenance fee waiver based on Combined Balances, you must contact your BMO ▇▇▇▇▇▇ Banker to request Relationship Waiver, and designate your Master Account and Linked Accounts. In order to meet the Combined Balance requirement of your Master Account, you may linklink any business Checking or Savings Account or CD on which you are listed as an Account Owner, as a Linked Account. In addition, if you are a sole proprietorship or partnership, you may also link any personal Checking or Savings Account, CD or IRA (that is not subject to ERISA) as a Linked Account if the Account Owners listed on which you are listed the Account are, respectively, the sole proprietor (as identified in an Account Owner assumed name certificate) or one or more partners named in the partnership agreement. You cannot link an HSA as a Linked Account. You Trust accounts may link any business Checking Account or Savings Account or CD owned be linked only if they are revocable living trust accounts established by your a sole proprietorship proprietor (as stated identified in the an assumed name certificate) or a partnership in which you are a partner (as stated one or more partners named in the partnership agreement) as a Linked Account. You may not link any other accounts, including HSAs, IRAs that are subject to ERISA, loan accounts, line of credit accounts, investment accounts, IOLTAs, IOLTA Accounts and IBRETAsIBRETA Accounts, for the purposes of satisfying the Combined Balance requirement. You may not link any trust Account except Accounts opened by you as part of your revocable living trust. We bear no responsibility for your decision to link Accounts. You should carefully consider your decision to link Accounts, and consult your legal advisor. If you designate an Account that sweeps to an investment which is not FDIC insured as a Linked Account, only balances which remain in your FDIC-insured Account will be included in the Combined Balance.

Linking Accounts. To receive a monthly maintenance fee waiver based on Combined Balances, you must contact your BMO ▇▇▇▇▇▇ Banker to request Relationship Waiver, and designate your Master Account Account, Linked Accounts and Linked Plus Accounts. In order to meet the Combined Balance requirement of your Master Account, you may link, as a Linked Account, link any personal Checking or Savings Account, CD or and IRA (that is not subject to ERISA) on which you are listed as an Account Owner as a Linked Account. You may link any business Checking Account or Savings Account or CD owned by your sole proprietorship (as stated in the assumed name certificate) or a partnership in which you are a partner (as stated in the partnership agreement) as a Linked Account. You cannot link an HSA as a Linked Account. You should refer to your Deposit Account Disclosure to determine which Accounts are eligible to be linked as Linked Plus Accounts to receive a monthly maintenance fee waiver under Relationship Waiver. You may not link any other accounts, including HSAs, IRAs that are subject to ERISA, loan accounts, line of credit accounts, investment accounts, IOLTAs, IOLTAs and IBRETAs, IBRETAs for the purposes of satisfying the Combined Balance requirement. You may not link any trust Account Account, except Accounts opened by you as part of your revocable living trust. We bear no responsibility for your decision to link Accounts. You should carefully consider your decision to link Accounts, and consult your legal advisor. If you designate an Account that sweeps to an investment which is not FDIC insured as a Linked Account, only balances which remain in your FDIC-insured Account will be included in the Combined Balance. The statement period date and frequency for your Linked Plus Accounts will be changed to be the same as the statement period and frequency as your Master Account.