Below is a walkthrough of what the client sees when they sign their Fidelity onboarding documents through DocuSign.

Step 1: Receive the email

The client gets an email from Advisor Account Services with the subject "eSignature Documents from your Advisor."

Step 2: Open the email and click view documents

Step 3: See the list of documents to sign

Each document set shows Needs your signature. The client clicks Sign on the first one.

Step 4: Enter the text code

A code is sent by text to the client's mobile phone. They enter it and click Confirm Code.

Step 5: Click continue

Step 6: Click start

The first item is the Electronic Records and Signature Disclosure.

Step 7: Accept the disclosure

The client reviews the disclosure and clicks Accept at the bottom right.