Start a Fully-Electronic Application

If you are an advisor Master User you can send an email invitation to your client who then completes an account application electronically.

You can also access the new client application from Contacts. Click the Send Application Invite icon. If you start an application from your contacts, the client application is pre-populated with that client's data.

  1. Click Menu in the top left corner > Home > select Add Account on the right hand side of the page > The Application Type page opens.

  2. Click Fully Electronic Application, then Continue.

    The Client Invitation page opens.

  3. Enter the client's name and email address and click Continue.

  4. To use a Client Fee Template

    For more information on configuring client fees click here.
  5. Review the invitation information and click Continue to save.

  6. An email is sent to the client, inviting him or her to complete an account application electronically.

  7. The client clicks Start Electronic Application and continues with the process of creating the account.

  8. Once the application has been completed the client will need to upload supporting documentation such as proof of ID and proof of address, sign the application electronically and submit the application for approval.