Account Opening/Transfer Introduction

Account Opening/Transfer Advisers

Several aspects of your dashboard must be configured for your clients and prospects to successfully use the account opening and transfer features. You must have the below checklist completed:

The below video explains the process from start to finish. Please watch so that the steps in the DocuSign Setup instruction article are more easily understood.

 

Each section below covers each area that must be completed for the account opening and transfer options to work correctly.

 

 

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