Electronic Signature Process

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.

    • Related Articles

    • 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 ...
    • Establishing a Schwab MoneyLink

      The following process allows an advisor to initiate a standing Schwab MoneyLink between an account and a bank account. At this time the owner of the account and bank account must be the same to create a link. Initial Request The MoneyLink process is ...
    • 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 ...
    • Advisor-led Proposal (Risk-Based)

      The following process allows the Advisor to generate a proposal for a client, rather than the client generating the proposal themselves through the Client Portal. This can be done when an advisor is in direct communication with a client. The process ...
    • Manage Clients > Operational Tab

      Operational Summary See the progress and status of all opportunities relating to the account, client, or household. Notifications Display any alerts specific for the Household, Client, or Account selected. This functions as a filtered view of the ...