Broker Check

(619) 291-7974

 

Welcome to e-Signature

| October 19, 2016
Share |
Technology

At Financial Planning Consultants, we are always trying to improve the way we serve our clients. One of our recent efforts has focused on making completion of account paperwork faster and more efficient. To do this, we have implemented an electronic signature system called e-Signature. This system is a version of DocuSign that makes it possible for clients to complete and sign many common LPL account forms using their home computer or mobile device. The benefits of using e-Signature include:

 

  • Faster document turnaround
  • Highly secure and meets all regulatory requirements
  • Environmentally friendly by reducing paper consumption

 

To take advantage of e-Signature, all you need is a valid email address. For those clients feeling a bit hesitant, we stand ready to guide you through the user-friendly e-Signature process. Of course, if you still prefer paper forms, we are happy to provide those as we always have. However, for those who feel comfortable using a digital process, we believe using e-Signature will streamline the paperwork process and improve the way we work together.

Share |