eSignature: Help Resources

First, you will receive an email from your wealth manager or an office representative alerting you that a document is awaiting your signature.

In the email, click View Documents to launch a browser window.

In order to view the document, you need to enter an access code that you will receive on your mobile phone via text message. In the browser window that opens:

1. Verify that the phone number shown for you is correct. (If not, contact the sender.)
2. With your phone number verified, click Send SMS to send a text message to the phone number listed

On your mobile phone, view the text message and retrieve the access code from the body of the text message.

Important: Don’t share your access code. This code prevents unauthorised access to documents being presented for eSignature and is also used to identify you as an authorised signer of the document.

Return to the browser window (as shown below) and enter the access code provided in the text message. Click Confirm Code to complete authentication. (You have three attempts to enter the access code correctly.)

In the browser window, you now have the opportunity to accept the disclosure, view each page of the document, and electronically sign:

1. You will be requested to review the Consumer Disclosure and select the check box next to “I agree to use electronic records and signatures.” Your acceptance activates the Continue button.
2. Click the Continue button to proceed.
   The other options available are:
   • Click Decline to Sign to decline signing the document. You will be asked to provide a message that will notify your wealth manager why you have declined to sign.
   • Click Finish Later if you are not ready to sign the document. You can return to the document later by using the link in the email notification.

3. Click Start to begin the signing process and review the content of your document. You’ll be guided through the process with yellow arrows instructing you on the action to take throughout the document.
   Note: You won’t be able to add, delete, or modify any of the document content. If you do discover missing or inaccurate information, click the Other Actions button in the upper-right corner and select Decline to sign. The sender will be notified that you are declining to sign.

   

4. When you click the first Sign or Initial tag in the document, you are asked to adopt your signature.
   Note: If you have previously signed documents via DocuSign and have established a DocuSign account, you may not see the Adopt Your Signature window and will use your previously adopted signature style.

   

To adopt your signature:

1. Choose whether you want to select a preformatted signature style or to draw your signature. (On a touch-enabled device the default is to draw your signature.)
   If you choose to use a preformatted style, you can click Change Style to view and select a signature style.
   If you choose to draw your signature, click Draw and in the blocks provided, draw your signature and initials using a mouse or, for a touch-screen, your finger or a stylus. If you make a mistake, click Clear to reset the block. (You can return to the preformatted signature styles by clicking Select Style.)

2. Click Adopt and Sign to adopt and save your signature information and return to the document.

   

After you have completed adding information to all the required tags, you can review the content of the document page by page.
After you are done reviewing the document, click the Finish button.

Once you have clicked the Finish button, you will be presented with a tick box to allow you to agree to the DocuSign Express Subscriber Agreement terms. The DocuSign Express certificate is uniquely assigned to the signer and protects the version of the document(s) signed, this is to ensure the content is not tampered with and that the signer can be identified. This type of certificate is required to meet the EU eIDAS (electronic IDentification, Authentication and trust Services) regulation for digital signatures.

You have successfully signed your document. At this point, you have the opportunity to download or print an in-process copy by clicking the icons on the screen. When you’re ready, click the Continue button to exit electronic signing.

Once all parties have signed the document, including other related parties and Raymond James representatives, you will be notified via e-mail. At that point you, will have an opportunity to view, download, and print the completed document.