DocuSign
DocuSign : Charles Schwab Sub-Account
Overview: The Charles Schwab Sub-Account in DocuSign is used for Schwab paperwork. Schwab must be added as the last recipient in the DocuSign envelope with the following information: Name: Charles Schwab Email: advisor-docusign-cc@schwab.com Role: ...
DocuSign : Fidelity Sub-Account
Overview: The Fidelity Sub-Account in DocuSign is used for Fidelity paperwork. Fidelity must be added as the last recipient in the DocuSign envelope with the Joint Agreement added to each document Fidelity needs to receive for processing. Clients ...
DocuSign : Mutual (Main) Sub-Account
Overview: The Mutual Sub-Account in DocuSign is used for all paperwork that is not specific to Fidelity, TD Ameritrade, or Schwab. Clients who sign paperwork in this sub-account must be verified with Knowledge-Based Authentication (KBA). The Advisor ...
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 ...
DocuSign : Downloading Completed Envelopes
Overview: Downloading completed envelopes in DocuSign allows you to save electronically signed paperwork and its corresponding Certification of Completion. The following will allow you to manually upload previously signed paperwork with its ...