Can I use Docusign to send multiple applications to a client?

IBKR does not allow a single user name to operate multiple sessions concurrently. Operating multiple trading applications for a given account simultaneously requires a separate user name (for information on adding another user, see: Can I create a second user name for my account?…

IBKR's linked account feature provides clients with the ability to access multiple accounts with a single user name and password. While some 3rd party applications operating via the API are compatible with this structure, those that are not have the option of creating an additional user name with access to only one account. This option allows the API application to connect to a TWS session via that user name and operate as if it were not linked…

Professional, registered advisors can create one or more account applications for a client and use Docusign to send everything for each account to the client on one package with all documentation for the client to sign electronically.  This is available for individual, joint and IRA accounts…

Yes, you can prepopulate a client's application. From the Dashboard, go to Contacts & Accounts and click Add Account. Under Application Type, select the radio button for a Semi Electronic Application.

The client will receive an email containing a link to an electronic application. If the client initiates an Individual account application, the application will be prepopulated with the information stored in the CRM prospect record…