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DocuSign Envelope ID: DF532A390C794AF1AFEF7E4E5C1665A3COLLATERAL ADMINISTRATION AGREEMENT This Collateral Administration Agreement (the Agreement) is entered into by and between DriveWealth, LLC (Client)

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How to fill out customer account agreement

01

Obtain a copy of the customer account agreement form from the respective company or organization.

02

Fill in the required personal information such as name, address, contact details, and identification number.

03

Read through the terms and conditions carefully before signing the agreement.

04

Provide any additional information or documentation as requested by the company.

05

Sign and date the customer account agreement form to indicate your acceptance and understanding of the terms.

Who needs customer account agreement?

01

Any individual or organization looking to open a customer account with a company or organization

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What is customer account agreement?

A customer account agreement is a legal document that outlines the terms and conditions between a financial institution and its customers regarding their accounts.

Who is required to file customer account agreement?

Financial institutions and entities that offer accounts or financial services to customers are typically required to file a customer account agreement.

How to fill out customer account agreement?

To fill out a customer account agreement, a customer should provide personal information, account preferences, and acknowledgment of terms, followed by signatures as required.

What is the purpose of customer account agreement?

The purpose of a customer account agreement is to establish the rights, responsibilities, and obligations of both the customer and the financial institution in relation to the account.

What information must be reported on customer account agreement?

The information that must be reported typically includes customer identification details, account types, terms and conditions, and any fees associated with the account.

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