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2024 CITY OF LIVONIA GUIDELINES FOR POVERTY EXEMPTION Poverty Exemption as defined by the Michigan Compiled Laws: Section 211.7u: The homestead of persons who in the judgment of the board of review,
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How to fill out online discretionary account agreement

01
Visit the financial institution's website where the discretionary account is offered.
02
Locate the section for online applications and find the discretionary account agreement.
03
Read the terms and conditions thoroughly before starting the application.
04
Fill in your personal information, including name, address, phone number, and email.
05
Provide any required financial information, such as income and investment experience.
06
Select your investment objectives and risk tolerance level as prompted.
07
Review the account agreement and ensure all information is accurate.
08
Submit the application electronically and wait for confirmation from the institution.

Who needs online discretionary account agreement?

01
Investors looking for professional management of their investment portfolio.
02
Individuals who wish to grant authority to a financial advisor or firm to make investment decisions on their behalf.
03
Clients seeking a hands-off approach to investing due to time constraints or lack of expertise.
04
Those meeting the minimum investment requirements set by the financial institution.
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An online discretionary account agreement is a legal document that allows a financial advisor or firm to make investment decisions on behalf of a client without obtaining prior approval for each transaction.
Individuals or entities that wish to grant discretionary trading authority to a financial advisor or firm are required to file an online discretionary account agreement.
To fill out an online discretionary account agreement, you typically need to provide personal and financial information, specify the level of discretion being granted, and sign the agreement digitally.
The purpose of an online discretionary account agreement is to formalize the relationship between the client and the advisor, allowing the advisor to manage investments without needing to seek approval for each transaction.
The agreement usually requires the disclosure of the client's personal details, investment objectives, risk tolerance, and the scope of the advisor's discretion.
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