For existing accounts, to create additional accounts for a single individual, advisors can use the "Create Additional Account" function. This is available for already opened accounts and accounts currently in the application phase.
During the semi-electronic application, advisors can elect to create multiple applications for a client during the beginning steps of the applications by selecting multiple account types for a client or by using the Open An Additional Account option on the Application Status page.
Advisors can then package multiple applications for different types of accounts for the same client into a single Docusign envelope and send it to the client for secure, electronic signature (so long as the client is eligible to use Docusign).
Additional Information
- Docusign in the Advisor Portal Users’ Guide.
- What is Docusign?