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Charts",{"request_context":23,"type":24,"id":1189,"faq_id":1189,"timestamp":690,"cir_id":26},{"request_context":23,"type":24,"id":1091,"faq_id":1091,"timestamp":990,"cir_id":26},{"request_context":23,"type":24,"id":983,"faq_id":983,"timestamp":990,"cir_id":26},{"request_context":23,"type":294,"id":627,"faq_id":627,"timestamp":308,"cir_id":26},"https:\u002F\u002Fwww.interactivebrokers.com\u002Fibot",{"@type":1197,"server_version":1198,"session_id":1199,"id":1200,"question":1201,"answer":1202,"navigation":1203,"short_description":1214,"similars":1215,"feedback_context":1253,"slug":1255},"FAQ_BROWSER_CONTENT","JFaqHTTP5;-1325026540","9483e34a-83ac-445f-ad3e-77f220a8258a","623557172","What is the process to use Docusign?","\u003Cp>During the semi-electronic application, the Financial Advisor (FA) must enter the correct mobile number that is associated with the account holder. If IBKR can match the mobile number to the name (account title) using third-party data or if the client is from a Docusign ID Verification supported country, then the FA will have two options on the Application Status page.\u003C\u002Fp>\u003Cul>\u003Cli>Option 1\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cem>Docusign\u003C\u002Fem>.  The FA will have the option to send a Docusign link to the client which will allow the client to sign the application package electronically.\u003C\u002Fp>\u003Cul>\u003Cli>Option 2\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cem>PDF.\u003C\u002Fem>  For maximum flexibility, FAs will still have the option to use the legacy method for completing an application (generate the PDF for the client to hand sign).\u003C\u002Fp>\u003Cp>FAs can also package multiple applications for different types of accounts for the same client (e.g., an individual account and an IRA) 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). \u003C\u002Fp>\u003Cp> The process to use Docusign:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>The advisor will need to click on the Send Docusign Link on the Application Status page, which will be shown for eligible clients.\u003C\u002Fli>\u003Cli>Once the client completes the Docusign package, the documents will be automatically returned to IBKR for review.\u003C\u002Fli>\u003Cli>The client will receive an email confirming the submission is complete which provides access to a copy of the signed documents.\u003C\u002Fli>\u003Cli>FAs will receive a notification that the client has completed the application package.\u003C\u002Fli>\u003Cli>FAs can download the signed Docusign package for clients.\n\u003Cul>\u003Cli>Users must be 2 factor authenticated.\u003C\u002Fli>\u003Cli>FAs will navigate to the Client Details page from Contacts.\u003C\u002Fli>\u003Cli>Select Application Tasks.\u003C\u002Fli>\u003Cli>There will be a download icon next to the Client Application task in the list.\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cstrong>Note\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>Only documents for which we accept a Docusign signature will appear in the document package.  Documents that require a physical signature, such as the Supplemental Power of Attorney (Full Service form or SPOA) or Transfer on Death (TOD) forms, will not be included and must be uploaded to their respective tasks.\u003C\u002Fli>\u003Cli>Primary users and secondary users with the appropriate access rights can utilize this feature.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fadvisorportal\u002Fhomemenu\u002Fdocusign.htm\">Docusign\u003C\u002Fa> in the Advisor Portal Users’ Guide. \u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F623557150\">What is Docusign?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F623557161\">Who is eligible to use Docusign?\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>",[1204,1210,1212],{"id":12,"title":13,"feedback_context":1205},{"request_context":1206,"type":1207,"id":12,"faq_id":12,"timestamp":1208,"cir_id":1209},"faq-browser-public,faq-browser-1:JFaqHTTP5-189ae1a6-1514-4a9a-87c7-af79bdd6d93a","FAQ_NAVIGATION",1794623144522,"d8686c2c-e224-4e16-aa00-481067f87cac",{"id":171,"title":172,"feedback_context":1211},{"request_context":1206,"type":1207,"id":171,"faq_id":171,"timestamp":1208,"cir_id":1209},{"id":175,"title":176,"feedback_context":1213},{"request_context":1206,"type":1207,"id":175,"faq_id":175,"timestamp":1208,"cir_id":1209},"\u003Cp>During the semi-electronic application, the Financial Advisor (FA) must enter the correct mobile number that is associated with the account holder. If IBKR can match the mobile number to the name (account title) using third-party data or if the client is from a Docusign ID Verification supported country, then the FA will have two options on the Application Status page…\u003C\u002Fp>",[1216,1229,1237,1245],{"id":1217,"title":1218,"feedback_context":1219,"short_description":1222,"source":1223,"slug":1228},"61904100","Can I create a second username for the second holder on my Joint account?",{"request_context":1206,"type":1220,"id":1217,"faq_id":1217,"timestamp":1221,"cir_id":1209},"FAQ_SIMILAR",1794623144547,"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=UarConfig\">CREATE A SECOND USER\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Joint account holders may request a second username for the second holder of the account in one of two ways:…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1226,"sourceType":1227},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=61904100","FAQ","create-second-username-second-holder-61904100",{"id":1230,"title":1231,"feedback_context":1232,"short_description":1233,"source":1234,"slug":1236},"1117401500","How do I convert my advisor client account to an individual account?",{"request_context":1206,"type":1220,"id":1230,"faq_id":1230,"timestamp":1221,"cir_id":1209},"\u003Cp>Due to varying reasons, some clients of advisors no longer want their account to be managed by a Financial Advisor, but they wish to maintain an individual account here.\u003C\u002Fp>\u003Cp>To transfer an FA Managed account to an Individual account, you must create a new Individual account where all aspects of the new account match those of the existing account (titles, tax ID's, trading permissions).  Once the new account is approved, log into the old account…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1235,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1117401500","convert-advisor-client-account-individual-1117401500",{"id":1238,"title":1239,"feedback_context":1240,"short_description":1241,"source":1242,"slug":1244},"58432664","How can I complete my application without providing my SSN\u002FSIN over the internet?",{"request_context":1206,"type":1220,"id":1238,"faq_id":1238,"timestamp":1221,"cir_id":1209},"\u003Cp>These documents can be sent via the electronic application or by mail to the address indicated on our \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsupport\u002Fcustomer-service.php?p=fax\">website.\u003C\u002Fa> Please be sure to include your account number.\u003C\u002Fp>\u003Cp>If you decide to send your SSN\u002FSIN by mail, please be aware that you would need to enter a generic SSN\u002FSIN in the application which will require you to send us two (2) documents for proof of ID by mail:…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1243,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=58432664","complete-application-without-providing-ssn-58432664",{"id":1246,"title":1247,"feedback_context":1248,"short_description":1249,"source":1250,"slug":1252},"623557173","Can I use Docusign to send multiple applications to a client?",{"request_context":1206,"type":1220,"id":1246,"faq_id":1246,"timestamp":1221,"cir_id":1209},"\u003Cp>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…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1251,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=623557173","use-docusign-send-multiple-applications-623557173",{"request_context":1206,"type":1254,"id":1200,"faq_id":1200,"timestamp":1208,"cir_id":1209},"FAQ_CONTENT","process-use-docusign-623557172"]