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We are here to help you through the paperwork process. If at any point you need assistance please feel free to email our Service Center or contact your advisor directly.
We have partnered with Docusign, an industry leader in digital signatures, to allow for our clients an easier way to sign and receive their completed paperwork. You can still fax, scan and send or sign your documents in person, however the online eSignature tool will allow for all parties to receive digital versions of your paperwork without any extra work on your side. Now no matter where you are you can review and sign your documents on your computer, tablet, or mobile phone.
There are two different types of documents that we need signed at Trek, one is Trek paperwork and the other is Schwab paperwork. In both instances, you will be using Docusign to complete the process, however, due to sensitive data being contained in the Schwab paperwork, we have two different processes for getting the information signed. We will breakdown each of these as the Trek Envelope and the Schwab Envelope below.
The Docusign system will email you a link so you can securely view all of your documents online.
Once you have the documents opened you can review them in their entirety from the Docusign website.
Once you digitally sign the documents you submit them and a copy will be emailed to you and our staff.
In the Trek Envelope process an email is sent to the address we have on record for you. This email contains a link to an envelope of documents that we need for you and any other parties on our accounts to sign. You don’t have to worry about sending the envelope to anyone else, our system takes care of that for you. Once all of the parties have reviewed, signed, and submitted the documents, our staff then reviews the documents and provides a copy to all parties that have signed the paperwork.
When opening a new account at Schwab or transferring funds the process is very similar for signing documents once you are authenticated. Due to the information contained in Schwab paperwork, we need to take additional step to secure your information. Upon receiving the DocuSign envelope, you will be asked to respond through text message and answer some knowledge-based questions. This information is used to authenticate who you are so you can sign the paperwork.
We are also here to help you through this process, feel free to Email Us or call us at 480.483.1510 and ask to speak to someone in the service center.
The Docusign system will email you a link so you can securely view all of your documents online.
You will need to verify your identity by responding via text and answering some knowledge-based questions on the website.
Once you have the documents opened, you can review them in their entirety from the Docusign website.
Once you sign the documents, you will submit them and a copy will be emailed to you and our staff.
Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. © Copyright 2021 Trek Financial. All Rights Reserved.