Docusign Information

Docusign allows a user to securely submit their electronic signature remotely from virtually anywhere, on any device. Electronic signatures are more secure than paper and email attachments.

The Docusign option will be available to advisors and clients on the Application Status page (along with the legacy PDF method) - only if the client's phone number has been verified. If a client has a non-confirmed mobile number, we are offering Docusign's ID verification service to verify the client. Please see "Docusign - ID Verification" below for more information on this topic.

Docusign only supports 45 specific countries. Please see "Eligible Countries" below for a list of these countries.

  1. Once the send button is clicked, the client will receive an email from Docusign directly. The email provides a description of what is included in the document package and contains a link that client will use to enter the Docusign facility. Click Review Documents.

    Image of the client DocuSign email

  2. The client is then brought to the Docusign’s Verification page. Privacy Notice and Terms & Conditions links are located at bottom before selecting “I Agree.”

    Image of the DocuSign verify mobile number screen.

  3. Clients will be prompted to verify their mobile number.

  4. Once the phone number has been verified, clients will be asked to acknowledge a DocuSign disclosure and agree to use electronic records and signatures. Once agreed, they will be presented with the IBKR account opening documents.

  5. When the client clicks on the first Initials or Signature prompt, the Adopt Your Initials window will appear. Here clients will create the DocuSign signature which will be used through the documentation.

  6. After the application portion has been completed, clients will be presented with a series of agreements and disclosures. While these do not need to be signed individually, clients will need to view each agreement in order to complete the signing process.

  7. Once completed, the client will be given the option to create a DocuSign account. This is not a requirement. A page will appear showing that the client has completed the signing process.

  8. Clients will receive an email informing them that the process has been finished and will provide them with a link which allows them to view the completed application package.

 

We are adding a new feature to our Docusign offering. For applicants where we cannot verify the phone number, and therefore could not allow to use Docusign, we are going to allow clients to utilize the Docusign ID Verification process. This process allows for clients to provide an ID electronically to Docusign (picture from mobile or upload from PC) which can be used as verification. Docusign ID verification is available for countries listed in the Eligible Countries section

  • When clicking on the Docusign link to sign the application, client is presented with the ID verification task.

  • Client enters ID type and country of issuance.

  • Client is presented with the option to either upload a file or to use mobile to take the picture.

    • Upload

      • Docusign app walks the client through uploading a picture of the front and back of ID

    • Mobile

      • Docusign app walks the client through taking a picture of the front and back of ID.

  • Once ID has been verified, client is granted access to the Docusign platform to review and sign the documents.

The client must complete the same process when they want to review the documents post signing.

The ID is not provided to IB.

The Process

  1. After the client received the Docusign email notification, they will need to verify their identity. If the do not have a phone which we have verified, they will be presented with the Let’s Verify Your Identity Screen.

    Image of the DocuSign let's verify your identity screen.

  2. Client will be prompted to provide the country of issuance and the type of ID.

    Image of the DocuSign type of ID screen.

  3. Client is informed we will need a photo of their ID. They will have the option to provide via photo (for mobile users or via webcam) or via file upload (for PC users).

    Image of the DocuSign photo ID option.

PC Upload Screens

  1. Client is provided with instructions and the option to take picture with a webcam.

  2. Once the file has been uploaded, the client will be presented with the result and the confirmation screen for both the front of the ID and the back.

    Image of the DocuSign front of your ID picture screen.

    Image of the DocuSign check image quality screen.

    Image of DocuSign Back of your ID screen.

    Image of the DocuSign check image quality screen.

  3. When the upload of the ID has been completed, the client will see screens letting them know the upload is being reviewed and ultimately, if verified, the verification screen.

    Image of the uploading your ID DocuSign screen.

    Image of the DocuSign your ID has been verified screen

Mobile Screens

  1. Client will be prompted to enter their mobile phone number.

    Image of the DocuSign enter mobile number screen.

  2. The client will receive a text message with a link.

    Image of the DocuSign client text message screen.

  3. Client will be walked through the photo process for the front and back of the ID.

    Image of the DocuSign prepare your photo ID screen.

    Image of the DocuSign back of your ID barcode scan screen.

  4. When the upload of the ID has been completed, the client will see screens letting them know the upload is being reviewed and ultimately, if verified, the verification screen.

    Image of the DocuSign uploading your ID via mobile.

    Image of the DocuSign your ID has been verified mobile screen

Docusign ID Verification supported countries:

  • Albania

  • Australia

  • Austria

  • Belgium

  • Bosnia and Herzegovina

  • Brazil

  • Bulgaria

  • Cameroon

  • Canada

  • Chad

  • Cote d'Ivoire

  • Croatia

  • Cyprus

  • Czech Republic

  • Denmark

  • Estonia

  • Finland

  • France

  • Germany

  • Greece

  • Greenland

  • Guinea

  • Hungary

  • Iceland

  • India

  • Ireland

  • Israel

  • Italy

  • Ivory Coast

  • Latvia

  • Lithuania

  • Luxembourg

  • Madagascar

  • Malta

  • Mexico

  • Montenegro

  • Morocco

  • Netherlands

  • Norway

  • Philippines

  • Poland

  • Portugal

  • Romania

  • Senegal

  • Slovakia

  • Slovenia

  • South Korea

  • Spain

  • Sweden

  • Switzerland

  • Taiwan

  • Tunisia

  • Ukraine

  • United Kingdom

  • United States

Note: This offering is only available to US and Non-US based advisors for Individual, Joint, Trust and IRA accounts.