Your client will receive an Onboarding to Savvy email with your Savvy email on CC. They will also receive a text message to their mobile number on file with the same onboarding link. Once they click on the Get started button in the email, they will be directed to a new browser tab to begin the onboarding flow.
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All Savvy emails come from our client servicing address: [email protected]
Please ensure that your client’s phone number on the dashboard is their mobile number. DocuSign will send a code to their mobile number to verify their identity before they can complete the onboarding forms.
You can preview the onboarding email reminders sent to clients here.
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The first step is to review the Investment Advisory Agreement (IAA) and fee schedule. Once your client has reviewed these details, they will be prompted to confirm acknowledgment and enter their full legal name to digitally e-sign the IAA.
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Please note that the Investment Advisory Agreement, Form ADV Parts 2A, and Form CRS are hyperlinked in the areas underlined below. Your client can view the relevant document(s) by simply clicking on the text.
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After your client has e-signed their Investment Advisory Agreement (IAA), they will be taken to the following step to complete their account opening forms via DocuSign.
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Please note that the DocuSign will be different depending on whether it’s an intra-custodian account transfer (LPOA form), or new account opening (when changing custodians).
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Your client will be automatically redirected to their DocuSign forms when they click on the Sign with DocuSign button. Please note that your client must agree to use electronic signatures before they can review their account forms on DocuSign.
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In order to view and complete the DocuSign, your client will be complete 2-factor authentication and verify their identity with their mobile phone number.
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Once they confirm to the use of DocuSign’s e-signature, they will need to review the account forms to ensure their personal information and account details are correct. Your client will be prompted to e-sign to complete the DocuSign.
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Before sending the onboarding flow to your clients, our CSA team has already completed the DocuSign forms based on information provided by you and/or your client. Typically, your client will only need to sign the account forms to complete the DocuSign.
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Once your client has e-signed and clicked Finish, the completed DocuSign will automatically be sent to the custodian to process.
As a final step, your client will be prompted to create their account password if they have not done so before.
