DocuSign Documents

INTRODUCING DocuSign: A NEW WAY TO SIGN YOUR FINANCIAL DOCUMENTS

In lieu of the typical paperwork, we are able to utilize the convenient and user friendly technology to electronically sign documents. This software establishes 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.

WATCH A SHORT VIDEO TUTORIAL

GETTING STARTED

You will receive an email notification. Click "View Documents".

Note: You do not need to have an eSignature account to view and sign your documents!

FOLLOW THESE STEPS

Client Identification: Input the last 4 digits of your SSN

Click "Validate"

Read the Electronic Record & Signature Disclosure - Click "I agree"

Click "Continue" to proceed to signing. [You also have the option to stop & finish later]

Click "Start" to begin

The document goes straight to the first signature requirement. You can scroll and read through your document at this point.

Click "Sign" on the Yellow Box

A box will appear for you to confirm name, initials, and signature.

Click "Adopt & Sign"

Click "Finish"