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How to eSign Documents

INTRODUCING SIGNiX: A NEW WAY TO SIGN YOUR FINANCIAL DOCUMENTS

In lieu of the typical paperwork, Waddell & Reed provides a convenient and user friendly way to sign documents. SIGNiX's signed documents are protected against tampering at every stage of the signing process. This software stablishes a trustworthy process for binding the identity of an individual to a digital signature. At Johlfs Financial Group, we are serious about protecting our clients at all times. Please learn more about this process below. 

RECENT USER EXPERIENCE

Client Centered

" I just e-signed my application, and it was easy!. My takeaway is that when you get to the sections where your signature is required, CLICK YOUR MOUSE ONCE right in the middle of the blue ‘sign here’ icon  to populate your signature, then click Next to move on...  it allows you to... review the details of the form. I was accidentally in CAPS LOCK when it asked me to enter my password again -  making sure you enter your password at the end correctly is important as you only get 3 tries! "  

SYSTEM REQUIREMENTS

System Requirements

Operating System

  • Windows 7 and above
  • MacOS X High Sierra and above (supporting Safari as below)
  • iOS - latest version and two prior
  • Android - latest version and two prior

Web Browser

  • Microsoft Internet Explorer, version 11.0 
  • Microsoft Edge (both original and new version based on Chromium, 2020 release)
  • Google Chrome, latest version and two prior. See below on opening PDFs in Chrome
  • Mozilla Firefox, Extended Support Release. See below on opening PDFs in Firefox
  • Safari, version 11 or higher
  • Cookies & JavaScript enabled 

PDF Viewer

  • For the best experience viewing and printing digitally signed, electronic documents, you should use Adobe Acrobat or Adobe Reader version 9.1 or higher.

Email / Internet Access: 

  • An email address and access to the Internet is required. Broadband is recommended.

HELPFUL INFORMATION

Viewing on mobile devices

Viewing on mobile devices

The PDF's feature are not the same on mobile devices, so be sure to understand what to expect when viewing a SIGNiX digitally signed document on a mobile device

A current lack of support for these features on most mobile devices, may cause the visibility of signatures and function to differSome native apps may not display the signatures correctly, so it’s important to know how to view these signatures.  

Don’t worry! The signatures ARE there, but the native viewer may not know what to do with them.

SIGNiX strongly recommends installing the free Adobe Reader app for iOS or Android - this app will correctly show the appearance of any PDF digital signature.
What should your signature look like?

What should your signature look like?

SIGNiX signatures can be chosen from one of several signature fonts. Or, the signer can use their finger or mouse to draw their signature or initial too.
 
Each SIGNiX signature and initial creates a tamper-evident seal on the document and embeds the critical signature information into the document

If you’re viewing this document in Adobe Reader or another PDF viewer on Windows or Mac, you can click on each signature to get at this information
KBA: Knowledge Based Authentication

KBA: Knowledge Based Authentication

Knowledge-Based Authentication, or KBA, is an essential component of a multi-layer security strategy within eSign that ensures that we can protect and serve you, our clients. The KBA process is also known as "challenging questions". 

For Example you may be asked to verify the following items:

Previous addresses, loans, vehicles owned, family members names, previous employers, etc. 

Display Icons 

Display Icons 

Yellow exclamation point: This icon tells you something may have changed after the last signature was appliedYou will see an in-document change tracker, showing you each of the signatures applied, and changes made after the last signature.

Green checkmark: This tells you that there have been no changes in the document since the last signature was applied and that all changes have been approved.

Magnifying glass: This icon tells you something was recently changed in the document you are viewing. You will need to ‘validate’ the signatures for Reader to let you know what changed. 

Red X: If you see the Red X, you should not trust this document. It means that substantive changes have been made to the document and the integrity of the original PDF is compromised.



ADDITIONAL RESOURCES

Waddell & Reed's Step-by-Step Flyer

Waddell & Reed's Step-by-Step Flyer

Here is a helpful resource to get familiar with the eSign process. Note: We use KBA Authentication for all E-signatures.

PLEASE CLICK THIS LINK TO VIEW THE FLYER


HAVE A QUESTION? 

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Waddell & Reed is not affiliated with SIGNiX. 

(06/20)