Docusign Information

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

The Docusign option will only be accessible from the Application Status page (along with the legacy PDF method) if a Client's phone number has been verified. If it has not, Docusign's ID verification service is available. Please see "Docusign - ID Verification" below for more information.

Docusign supports 200 countries as noted in the list below.

  1. After the send button is clicked, the Client will receive an email from Docusign that provides a description of what is included in the document package, and contains a link the 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 Verification page. Please review the Privacy Notice and Terms & Conditions using the links at the 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 throughout 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 including a link which allows them to view the completed application package.

 

We have added a new feature to our Docusign offering. If we are unable to verify a phone number, applicants can instead upload an image from a mobile device or PC as verification, using Docusign's ID Verification process. Docusign ID verification is only available in the 200 countries listed in the Eligible Countries section at bottom.

  • After clicking on the Docusign link to sign the application, the Client will be presented with the ID verification task.

  • The Client enters ID type and country of issuance, and has the option of either:

    • 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 after signing.

The ID is not provided to IBKR.

The ID Verification Process

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

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

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

    Image of the DocuSign type of ID screen.

  3. The 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:

Note: Native language applications are not eligible for IBKR Docusign.

Africa
Algeria
Angola
Benin
Botswana
Burkina Faso
Cabo Verde
Cameroon
Chad
Comoros
Côte d'Ivoire
Djibouti
Egypt
Equatorial Guinea
Eritrea
Eswatini
Ethiopia
Gabon
Gambia
Ghana
Guinea
Guinea-Bissau
Kenya
Lesotho
Liberia
Madagascar
Malawi
Mali
Mauritania
Mauritius
Morocco
Mozambique
Namibia
Niger
Rwanda
Saint Helena, Ascension and Tristan da Cunha
Sao Tome and Principe
Senegal
Seychelles
South Africa
Togo
Tunisia
Uganda
United Republic of Tanzania
Zambia
America
Anguilla
Antigua and Barbuda
Argentina
Aruba
Bahamas
Barbados
Belize
Bermuda
Bolivia (Plurinational State of)
Brazil
Canada
Cayman Islands
Chile
Colombia
Costa Rica
Curaçao
Dominica
Dominican Republic
Ecuador
El Salvador
Greenland
Grenada
Guatemala
Guyana
Haiti
Honduras
Jamaica
Mexico
Montserrat
Nicaragua
Panama
Paraguay
Peru
Puerto Rico
Saint Barthelemy
Saint Kitts and Nevis
Saint Lucia
Saint Martin (French part)
Saint Vincent and the Grenadines
Sint Maarten (Dutch part)
Suriname
Trinidad and Tobago
Turks and Caicos Islands
United States of America
Uruguay
Virgin Islands (British)
Virgin Islands (U.S.)
Asia
Armenia
Azerbaijan
Bahrain
Bangladesh
Bhutan
Brunei Darussalam
Cambodia
Cyprus
Georgia
Hong Kong
India
Israel
Jordan
Kazakhstan
Korea (Republic of)
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Lebanon
Macao
Malaysia
Maldives
Mongolia
Nepal
Oman
Pakistan
Palestine, State of
Philippines
Qatar
Saudi Arabia
Singapore
Sri Lanka
Taiwan
Tajikistan
Thailand
Timor-Leste
Turkey
Turkmenistan
United Arab Emirates
Uzbekistan
Vietnam
Europe
Åland Islands
Albania
Andorra
Austria
Belgium
Bosnia and Herzegovina
Bulgaria
Croatia
Czech Republic
Denmark
Estonia
Faroe Islands
Finland
France
Germany
Gibraltar
Greece
Guernsey
Holy See
Hungary
Iceland
Ireland
Isle of Man
Italy
Jersey
Latvia
Liechtenstein
Lithuania
Luxembourg
Malta
Moldova (Republic of)
Monaco
Montenegro
Netherlands
North Macedonia
Norway
Poland
Portugal
Romania
Russian Federation
San Marino
Serbia
Slovakia
Slovenia
Spain
Sweden
Switzerland
Ukraine
United Kingdom of Great Britain and Northern Ireland
Oceania
American Samoa
Australia
Fiji
French Polynesia
Guam
Kiribati
Marshall Islands
Micronesia (Federated States of)
New Zealand
Northern Mariana Islands
Palau
Papua New Guinea
Samoa
Solomon Islands
Tonga
Tuvalu
Vanuatu

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