Signing documents via your portal is quick and easy! Return signed documents to your financial professional in a flash using your computer or mobile app, saving precious time and effort.
When a document is sent to you for signing, you will receive a push notification to your mobile app and an email to advise that there is a document for action.
Follow the link within the email notification to quickly access your portal and the signing area, or sign in to your portal via the mobile app or desktop.
To view the documents:
- Login to your portal using the link provided in the email and use your login credentials.
2. After logging in, you'll see the signing request in the Tasks section of your dashboard.
Click on the signing request to get started.
Your document will now open in the eSignature provider, ready for you to review and sign.
To sign the document/s
1. Click 'Start' or directly click on a signature field to begin signing the document.
2. You can adopt a pre-generated signature, draw your own using a touchscreen or mouse, or upload a signature image from your device.
3. Click 'Adopt and Sign'. After all signatures are applied, Click 'Finish' to complete the signing process.
4. A success message will appear. You can then choose to click 'Back to Task List' or go to the Dashboard.
5.Your financial professional will receive an email that lets them know that you have signed the document.
Note: All signed documents are saved in the Docs section and can be accessed at any time.
To sign the document/s with mandatory fields
In addition to requesting a signature, there may be times where your financial professional requires more information from you, as indicated with a checkbox or a text field.
Mandatory fields are marked with a red asterisk and the document will not let you 'CONFIRM' (proceed to signing) until these fields are complete.
1. Depending on the requirement, click the checkbox/enter text
2. Now that you have filled in the mandatory text/checkbox field, the document will let you Sign the document as below.
3. Click ‘Adopt and Sign’ to formally apply your signature to the document.
4. Click 'Finish' to complete the signing process.