Electronic Signature Process
Electronic signing is handled by DocuSign with client verification done by LexisNexis.
For assistance with the DocuSign process, please see DocuSign’s support:
How do I sign a DocuSign document
When finished, the DocuSign Certificate of Completion will be appended to the bottom of the PDF forms. This document will be included in the client documentation packet sent to the Custodian.
The Advisor-led Account Opening Process
NOTE: Account opening in the AE Wealth Platform is not available for Fidelity. The following process allows the Advisor to open an account for a client, rather than the client opening the account themselves through the Client Portal. This can be done ...
Firm Profile Settings
The Firm Profile page controls the majority of the basic information and settings for your firm or individual Subtenant. The following sections and fields are available: Caution: Be sure to click Save at the bottom of the page after making any ...
New Features Additional Electronic Delivery Options for Pershing Clients Post account opening deposit and withdrawal (ACH) functionality for Pershing clients Order Routing Enhancements for Park Ave Client Portal: Enhanced error reporting for account ...
Grow Practice Dashboard Overview
On the Grow Practice Dashboard, Advisors can create proposals and open new accounts as well as check the status of Opportunities in progress. Statuses Every Investment Proposal and Account has a current status. Most statuses allow you to resume a ...
Enhancements Performance enhancements to the Manage Clients Dashboard improve loading speed of the account, client, and household profiles up to 60%. New setting in Firm Profile allows you to customize the color bars in reports created by the Report ...