DocuSign : Knowledge-Based Authentication (KBA)

DocuSign : Knowledge-Based Authentication (KBA)

Overview:

Knowledge-Based Authentication (KBA) verifies a client's identity through a series of questions. KBA is required for all clients signing Mutual, Fidelity, and TD Ameritrade paperwork. If a client fails the authentication process, all you need to do is resend the DocuSign envelope to the client. This will generate a new series of questions for the client to answer.


Important Note: Schwab will only accept SMS Verification. If you are sending a client Schwab paperwork and Mutual paperwork in one DocuSign envelope, Mutual will accept the "Mutual paperwork" with SMS Verification. If you are only sending a client Mutual paperwork, you must use the Main DocuSign sub-account and use KBA for verifying the client's identity.

Steps:

1.Add client’s name and client’s email in the appropriate boxes




2. Next to the client’s name, select the “CUSTOMIZE” button




3. From the drop down menu, select the “Add identity verification” button



4. Knowledge-Based Authentication has been added






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