Account creation: The client must create one or more accounts with TD Ameritrade Institutional (the “Custodian”) and deposit at least $500.00 in cash on each of these accounts (the cumulative “account”). BrightPlan disclaims any responsibility for the provision of services (as defined below) until the customer has opened the account and BrightPlan has received notification that the account has been financed with at least $500.00 in cash and/or liquid securities and access to account management. Subject to the provisions of this Agreement, BrightPlan has exclusive authority to invest and reinvest assets in the account. C. AlphaClone does not guarantee (i) the performance of security, investment or account strategies; (ii) any specific return or return on the account; or (iii) the success of all alphaClone`s consulting services with respect to the account. The performance of the past is not a guarantee of future results. Customer Communication: The customer recognizes that the value and usefulness of the services provided by BrightPlan depend on the information provided by the customer via BrightPlan`s website and/or mobile application and on the customer`s active participation in the formulation of the investment profile and plan. The customer ensures and guarantees that the financial and other information provided to BrightPlan is, in good conscience, accurate, accurate and complete. The customer authorizes BrightPlan to rely exclusively on information provided by the customer via BrightPlan`s website or mobile app and agrees that BrightPlan is not required to independently verify all information obtained by customer or customer representatives. The client undertakes to immediately inform BrightPlan of any changes to the client`s investment profile, including financial situation, investment objectives or other factors that could be important to BrightPlan in providing the services by updating the client`s investment profile on the site. The customer authorizes BrightPlan to provide personal financial information, quarterly assessments and reports, newsletters, disclosure documents and similar information, as well as other communications, communications and information necessary to the customer via email, the BrightPlan website and/or mobile app. A. Minimum account size.
The minimum initial investment in the account is USD 100,000 if Folio Institutional is chosen as a broker, and $1,000,000 if Schwab Institutional is chosen as a broker.