If you have questions or need support at any point, you can contact: Your Wealth Manager , dedicated contact , or The Client Support Team on 020 3798 3500

Client consent

eSignature: Help Resources

Q: Will I need to use an access code every time I open the document?

For your security, the access code is required each time you open your DocuSign envelope. If you close the window and return to the link later, DocuSign will ask for the code again to verify your identity.

Q: I share an email address with someone else — will we each get a different access code?

Yes. Each person receiving an email will have their own separate access code , even if the DocuSign emails arrive at the same shared email address.

Q: What should I do if my details or account numbers are wrong?

In the unlikely event that an error is identified, please do not attempt to edit the form yourself. Contact your Wealth Manager or dedicated contact so the information can be corrected.

Q: What happens after I click ‘Finish’?

Once you submit your form: You will receive an automatic confirmation email . You will receive PDF copies of your completed documents via email.

Overview

eSignature is Raymond James’ solution for easily, efficiently and securely obtaining electronic signatures on eligible Raymond James forms while ensuring the identity of the signing parties. Raymond James has partnered with DocuSign to provide this safe and secure online document-management service.

The following guide is available to walk you through the signing process and we have included an FAQ at the end.

How to complete your consent form

To begin the process of electronically signing documents, you’ll need access to your email.

You can view and electronically sign documents from mobile devices and computers. Multiple browsers are supported including Microsoft Edge, Firefox, Safari, and Google Chrome.

You’ll take the following steps to sign a document electronically:

Once you have clicked the Start Consent Process button in the email you will be asked for your access code. Enter your access code and click Validate to complete authentication (You have three attempts to enter the access code correctly).

Click Start to begin the signing process and review the content of your documents. You’ll be guided through the process with blue arrows instructing you on the action to take throughout the documents.

Note: You won’t be able to add, delete, or modify any of the documents content. If you do discover missing or inaccurate information, please contact your Wealth Manager or dedicated contact.

Help and Support

Security

DocuSign uses secure, encrypted technology. Your electronic signature and consent are legally valid and binding.

Frequently asked questions

Why am I being asked for an access code?

The access code is used as an added layer of security. This helps protect your personal information and ensures that only you can open and sign your documents.

Where do I find my access code?

Notification regarding your access code can be found in the email sent to you.
If you cannot access the consent documents, please contact the Client Support Team: 020 3798 3500.

My access code isn’t working — what should I do?

If DocuSign says your access code is invalid:

Double‑check you are entering it exactly as indicated.
Ensure you are accessing the email addressed to you, if more than one email was sent to your
email address.

If it still doesn’t work, contact the Client Support Team for assistance.

Will I need to use an access code every time I open the document?

For your security, the access code is required each time you open your DocuSign envelope. If you close the window and return to the link later, DocuSign will ask for the code again to verify your identity.

I share an email address with someone else — will we each get a different access code?

Yes. Each person receiving an email will have their own separate access code, even if the DocuSign emails arrive at the same shared email address.

What if I enter the wrong access code too many times?

We will temporarily lock the documents for security reasons. If this happens, please contact Client Support so we can unlock it.

What should I do if my details or account numbers are wrong?

In the unlikely event that an error is identified, please do not attempt to edit the form yourself.
Contact your Wealth Manager or dedicated contact so the information can be corrected.

What happens after I click ‘Finish’?

Once you submit your form:

You will receive an automatic confirmation email.
You will receive PDF copies of your completed documents via email.

Is my electronic signature legally valid?

Yes. DocuSign uses secure, encrypted processes, and electronic signatures are legally valid and binding.

What if I need help?

If you have questions or need support at any point, you can contact:

Your Wealth Manager, dedicated contact, or
The Client Support Team on 020 3798 3500