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ACCOUNT PACKET MASTER ACCOUNT AGREEMENT In consideration of LPL Financial LLC (LPL) agreeing to open one or more accounts for you, you hereby understand, acknowledge and agree as follows: THE ROLE

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What is lpl masteraccount agreement?

The LPL masteraccount agreement is a contract between LPL Financial and an investor, outlining the terms and conditions of managing the investor's account.

Who is required to file lpl masteraccount agreement?

Any investor who wants to open a master account with LPL Financial is required to file the masteraccount agreement.

How to fill out lpl masteraccount agreement?

To fill out the LPL masteraccount agreement, the investor needs to provide personal information, investment goals, risk tolerance, and other relevant details as requested by LPL Financial.

What is the purpose of lpl masteraccount agreement?

The purpose of the LPL masteraccount agreement is to document the agreement between the investor and LPL Financial regarding the management of the investor's account.

What information must be reported on lpl masteraccount agreement?

The LPL masteraccount agreement typically requires information such as the investor's personal details, financial goals, risk appetite, investment preferences, and any other relevant information needed for account management.

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