TD Ameritrade Webinar - DocuSign and LaserApp

When:  Jun 19, 2018 from 12:00 PM to 01:00 PM (CT)
TD Ameritrade Sponsor Webinar - New Account Opening with DocuSign and LaserApp
When: 
Tuesday, June 19, 2018 at 12:00 PM CT

Presenter: David Wu - Institutional Technology

Overview
eSignature capabilities are becoming an expected way of doing business by clients of all ages. The conveniences and enhanced security offered through online document presentment, signing, and storage solutions are making paper-based account opening processes a thing of the past.
Due to the nature of our clients' independence and ability to leverage the technology that works best for their firm, TD Ameritrade Institutional supports several methods using DocuSign that can support your desire to accept documents with a client's electronic signature.

Attached are two documents that explain the topics and what will be presented during the webinar. Don't forget to register!


Click here to register.
After your request has been approved, you'll receive instructions for joining the meeting. If you already registered for this meeting, you do not need to register again.

Contact

MaryKate Foust
(910) 769-1569
marykate@acplanners.org