Online Trading Agreement

By using e*PRIMEVEST, you understand, acknowledge, and agree that the following provisions govern your use of e*PRIMEVEST. If you do not agree to any of these provisions, do not enter the system.

  • e*PRIMEVEST is a service of PRIMEVEST Financial Services, Inc. ("PRIMEVEST").
  • Your e*PRIMEVEST account is subject to the PRIMEVEST New Account Application and Customer Agreement available on this site.
  • Your entry of orders on margin or your entry of option orders through e*PRIMEVEST are subject to the applicable PRIMEVEST margin or option account agreements.
  • You will receive a number, code, or other alphanumeric sequence which will provide you access to your account on e*PRIMEVEST (this will be referred to as your "Password"). You are responsible for all activity that takes place through e*PRIMEVEST through the use of your Password. Therefore, you will take proper precautions to protect your Password from use by unauthorized persons. You will also notify PRIMEVEST immediately by telephone at 888-443-6380 when you become aware or suspect that your Password has been lost, stolen, or otherwise compromised.
  • If you place an order through e*PRIMEVEST, you will immediately notify PRIMEVEST by telephone at 888-443-6380 if any of the following events occur:
    • You do not receive an acknowledgement by E-mail that your order has been received (this applies only if you have selected the E-mail notification option in the "My User Settings" section);
    • You do not receive a confirmation of your transaction by regular mail; or
    • You receive an acknowledgement of an order or a confirmation of a transaction that you did not authorize.
  • Your orders may be subject to manual review and entry by PRIMEVEST. You accept the risk that PRIMEVEST’s manual review and entry of your orders will delay the execution of your orders.
  • e*PRIMEVEST does not give you direct access to markets. Depending upon prevailing market conditions and e*PRIMEVEST system capacity, there may be significant delays from the time you enter your orders until they are executed. If you enter market orders, these delays expose your orders to greater risk of execution at prices significantly different from the prices quoted at the time your orders were placed. You acknowledge and accept this risk.
  • PRIMEVEST will not accept orders sent by E-mail. Only orders placed through e*PRIMEVEST or telephoned to a PRIMEVEST trading representative or Investment Executive will be processed. If you place your order by telephone, you may be charged a higher commission than if you placed your order through e*PRIMEVEST.
  • PRIMEVEST will not be deemed to have received any transaction order entered through any electronic or other means until it is actually received by PRIMEVEST.
  • You acknowledge that you have received a commission schedule describing the transaction commissions you will be charged to use e*PRIMEVEST. You also acknowledge that you have received the e*PRIMEVEST fee schedule that may be amended from time to time by PRIMEVEST. You agree to pay applicable commissions and fees.
  • e*PRIMEVEST is provided on an "as is", "as available" basis without express or implied warranties, except those warranties that may not be excluded, restricted, or modified under law applicable to this Agreement. PRIMEVEST does not warrant that e*PRIMEVEST will be uninterrupted or error-free. PRIMEVEST does not make any warranty regarding the results that may be obtained from the use of e*PRIMEVEST or regarding the timeliness, sequence, accuracy, completeness, reliability or content of any information service or transaction provided through e*PRIMEVEST. Your use of e*PRIMEVEST is at your sole risk.
  • This Agreement to use e*PRIMEVEST may be amended by PRIMEVEST by posting the amendment on e*PRIMEVEST (www.eprimevest.com) for five consecutive days. Your use of e*PRIMEVEST after that period of time constitutes your consent to, and agreement with, the posted amendment.
  • PRIMEVEST may terminate your use of e*PRIMEVEST at any time and for any reason.
  • You are aware that section 21 of your PRIMEVEST Customer Agreement contains an agreement to arbitrate disputes and that section 9 contains your consent to the exchange of confidential information between the contact location and PRIMEVEST.


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