eSignature is Raymond James’ solution for easily, efficiently and securely obtaining electronic signatures on eligible Raymond James forms while ensuring the identity of the signing parties. Raymond James has partnered with DocuSign to provide this safe and secure online document-management service.
In addition, the following guide is available to walk you through the signing process:
To begin the process of electronically signing documents, you’ll need access to your email and to text-enabled messaging on your mobile phone.
Note: Text and data charges may apply depending on your carrier and plan.
You can view and electronically sign documents from mobile devices and computers. Multiple browsers are supported including Internet Explorer 8.0 or above, FireFox current version, Safari (Mac OS only) 6.2 or above, and Google Chrome current version.
On a computer, electronic signing is available for multiple Windows operating systems including Windows XP, Windows Vista, Windows 7, Windows 8, and Mac operating systems. To use a computer for electronic signature, you must have a broadband Internet connection. Electronic document signing might not work correctly if you are using a dial-up connection.
You’ll take the following steps to sign a document electronically:
First you will receive an email from your financial advisor or a branch representative alerting you that a document is awaiting your signature.
In the email, click View Documents to launch a browser window.
In order to view the document, you need to enter an access code that you will receive on your mobile phone via text message. In the browser window that opens:
On your mobile phone, view the text message and retrieve the access code from the body of the text message.
Important: Don’t share your access code. This code prevents unauthorized access to documents being presented for eSignature and is also used to identify you as an authorized signer of the document.
Return to the browser window (as shown below) and enter the access code provided in the text message. Click Confirm Code to complete authentication. (You have three attempts to enter the access code correctly.)
In the browser window, you now have the opportunity to accept the disclosure, view each page of the document, and electronically sign:
Note: If you have previously signed documents via DocuSign and have established a DocuSign account, you may not see the Adopt Your Signature window and will use your previously adopted signature style.
To adopt your signature:
After you have completed adding information to all the required tags, you can review the content of the document page by page.
After you are done reviewing the document, click the Finish button.
You have successfully signed your document. At this point, you have the opportunity to download or print an in-process copy by clicking the icons on the screen. When you're ready, click the Continue button to exit electronic signing.
Once all parties have signed the document, including other related parties and Raymond James representatives, you will be notified via e-mail. At that point you will have an opportunity to view, download, and print the completed document.