Digital / Electronic Signature is NOW an Option for you.

We are excited to be sharing some amazing news.

We can now accept Digital Signatures😊

How can I set this up?

If you are interested in this option the next time you need to complete a transaction, please let us know.

If you have registered online for Client Portal, you are already over halfway there.

Do I have to register for Client Portal?

No, you do not. This process can be done through your email.

What is a Digital Signature? Do I sign my name with my finger or my mouse?

Your digital signature is simply a secure stamped document. It contains details such as your name, the date and time. Once a document is digitally signed it can not be altered. SO, there is no signing with your mouse or finger needed.

Is the process difficult?

No, the process is quite simple. You will receive an email that you have a secure document to sign. You may choose to sign it via email or by logging into your Client Portal. You will be walked through each step and will have a chance to review the entire document prior to “Clicking” to digitally sign/ accept the document.

Is it secure?

Yes, the document can not be opened to view it with out either a 4-6-digit Verification Code that you may choose to have text to you

OR

The other option instead of a text, is to have a secret question and answer (we will set that up together prior).

Does the Digital Signature process take a long time?

No. For a first-time user I would give yourself 10 mins, but if you are familiar with similar processes it simply takes a few mins.

What if I find an error and don’t want to sign the document because it or the data within it is incorrect?

You have the option to decline and give an explanation as to why you are not able to sign the document the way that it is.

Can I sign everything Digitally from now on?

We like to see you at least once a year.

However, the answer is Yes if we have previously met with you, identified you and have obtained an original signature to start with, most everything can be signed digitally. However, we want to see you a minimum of once a year😊

I forget what I signed; how can I see it again to review it?

The digitally signed documents are always available to you. When you log in to your Client Portal, the documents will be available for you to see forever. We can email you the completed form to keep on file if you like.

We keep everything on file here for you to see them anytime.

If this option seems of interest to you. Let us know! We are always here to help.

- Michelle