Who is eligible to use Docusign?

US based advisors can create additional accounts of different types for US based clients either from an existing client account or from an unapproved application. This process reuses the information on an existing application and applies it to the new application. Advisors will only be required to provide the additional information needed to complete the new application. Each account created will generate a separate…

Under the Refer a Friend promotion, you can open an Individual or Joint general investment account. The following account types are not eligible for the promotion:

• Tax-deferred accounts: This includes ISA, TFSA, and IRA accounts
• Professional accounts: Accounts held by Financial Advisors, Hedge Funds, or Institutional Clients…

Clients of IBLLC, IBUK, IBHK and IBA who have an individual or joint account (IRAs are excluded) are eligible to use Direct ACH Transfers/Direct Debit. Organizations carried by the aforementioned entities are eligible to use Direct ACH Transfers to deposit funds, but are not eligible to use Direct Debit for withdrawals…

Yes, multiple applications can be packaged into a single Docusign envelope and be sent via email. First the FA must create multiple additional accounts for a client, then if the client is  Docusign eligible, the Docusign link will automatically include the documents for all pending applications…