Common Contracts

1 similar Account Services Agreement contracts

Account Services Agreement – ESA
Account Services Agreement • August 14th, 2003

You acknowledge entering into this Master Service Agreement and you are opening an Educational Savings Account whereby First Clearing, LLC will serve as Custodian. We will open this account at your direction and then provide you with copies of the related Owner and Account Profiles (including the ESA Custodial Agreement), and Disclosures (including fees and interest charges for financial instruments or transactions). You agree to promptly review and immediately advise us if any of the Owner and/or Account Profiles information is not accurate or becomes inaccurate. You understand that we will rely on this information and that it is your responsibility to provide accurate and timely updates and that your failure to do so may impact recommendations that are given to you related to investments in this account.