Electronic Signature Process
Electronic signing is handled by DocuSign with client verification done by LexisNexis or secure SMS.
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
Setting or Changing Your Email Signature
AdvisorEngine CRM has the ability to pre-fill your signature in any email you create within the Correspondence Editor. Prior to enabling this feature, you will need to create a document containing your signature content. Acceptable file formats are: ...
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 ...
Google (Legacy): User Setup
After your CRM Admin user has completed the Google (Legacy): Firm Setup, each user can complete the User Setup process below to enable sending email and calendar sync from within AE CRM. After this process is complete, you will need to Install the ...