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APEX CLEARING CORPORATION CUSTOMER SUB ACCOUNT AGREEMENT Add Sub Close Sub Full Name of Master & Sub Account Number (Must be the same as on the Customer New MASTER SUB Account Approval Form) Apex
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How to fill out customer sub account agreement
How to fill out customer sub account agreement:
01
Start by entering the necessary contact information for both parties involved in the agreement, such as names, addresses, phone numbers, and email addresses.
02
Next, carefully review and understand the terms and conditions mentioned in the agreement. This may include details regarding account access, usage, and restrictions.
03
Provide any additional information or details required, such as specific account numbers or references.
04
Double-check all the entered information and ensure its accuracy before proceeding.
05
Sign and date the agreement, ensuring that all parties involved in the sub account are present and consenting to the terms.
06
Make copies of the agreement for all parties involved, keeping one copy for reference and providing the others as needed.
Who needs customer sub account agreement:
01
Businesses or organizations that offer sub accounts to their customers, allowing them to manage separate entities under the main account.
02
Customers and clients who wish to have a dedicated sub account for specific purposes or individuals.
03
Companies or individuals who require a formal agreement to establish the terms and conditions for sub account usage and management.
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