Common use of Platform Accounts Clause in Contracts

Platform Accounts. (a) Broker-Dealer Agreement. Clients will enter into a Broker-Dealer Agreement with Altruist Financial LLC. Pursuant to the Broker-Dealer Agreement, Participating Broker-Dealers will render its brokerage, custody, and related services to Platform Accounts. Participating Broker- Dealers’ obligations with respect to its services to any Client will not take effect with respect to any Platform Account until such Participating Broker-Dealer has received and accepted a Broker-Dealer Agreement and such Participating Broker-Dealer or Altruist has received and accepted any other documents that it or they, in its or their sole discretion, may require. Clients will authorize Participating Broker-Dealers as provided in paragraph (b) of this Section 2.5. This Section 2.5 is not intended as a complete summary of the Broker-Dealer Agreement and does not replace or supersede its terms.

Platform Accounts. (a) Broker-Dealer Agreement. Clients will enter into a Broker-Dealer Agreement with Altruist Financial Financial, LLC. Pursuant to the Broker-Dealer Agreement, Participating Broker-Dealers will render its brokerage, custody, and related services to Platform Accounts. Participating Broker- Broker-Dealers’ obligations with respect to its services to any Client will not take effect with respect to any Platform Account until such Participating Broker-Dealer has received and accepted a Broker-Dealer Agreement and such Participating Broker-Dealer or Altruist has received and accepted any other documents that it or they, in its or their sole discretion, may require. Clients will authorize Participating Broker-Dealers as provided in paragraph (b) of this Section 2.5. This Section 2.5 is not intended as a complete summary of the Broker-Dealer Agreement and does not replace or supersede its terms.