home/categories/real-estate-legal/casemark-skills-skills-legal-broker-dealer-customer-agreement-skill-md
real-estate-legalbusiness
broker-dealer-customer-agreement
Drafts SEC/FINRA-compliant Broker-Dealer Customer Agreements covering account opening, trading, margin, fees, risk disclosures, privacy, arbitration, and execution. Use when drafting or updating customer account agreements, brokerage agreements, or customer documentation for registered broker-dealers.
maintainer
CaseMark
Updated 3/3/2026
Stars
12
Forks
1
quick start
Installation and usage
Drafts SEC/FINRA-compliant Broker-Dealer Customer Agreements covering account opening, trading, margin, fees, risk disclosures, privacy, arbitration, and execution. Use when drafting or updating customer account agreements, brokerage agreements, or customer documentation for registered broker-dealers.
Installation
$ install --globalskills.sh
Usage
Once installed, you can use this skill by running the following command in your terminal:
skills use broker-dealer-customer-agreement