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 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.

Note: Docusign is available to clients of advisors opening Individual, Joint, Trust, Organization and IRA accounts (as long as the clients are from a country DocuSign supports).

Note: Only documents which we accept a DocuSign signature will appear in the document package. Documents that require a physical signatures, such as Supplemental Power of Attorney agreements, will not be included. Primary users and secondary users with the appropriate access rights can utilize this feature.