Ward v. Hilliard

Plaintiff filed complaint alleging that Defendants were negligent in management of her IRA. Parties' contract as to management of IRA included an agreement to arbitrate disputes stemming from the contract.Plaintiff acknowledged that, prior to signing account application, she understood that Defendants were agreeing to open and manage her IRA account in exchange for her agreement to arbitrate disputes arising from management of her account. Physical attachment is not required for a separate document to be incorporated by reference. Documents as a whole reveal intent of the parties to be bound to arbitration provisions. (WELCH and MOORE, concurring.)