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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 TD Ameritrade paperwork. In both instances, you will be using Docusign to complete the process, however, due to sensitive data being contained in the TD Ameritrade paperwork, we have two different processes for getting the information signed. We will breakdown each of these as the Trek Envelope and the TD Ameritrade 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 TD Ameritrade or transferring funds the process is very similar for signing documents once you are authenticated. Due to the information contained in TD Ameritrade paperwork, we need to take additional steps to secure your information. The authentication differs from a new client versus an existing client. If you are a new client, you will be asked for “out of wallet” information. This information is used to authenticate who you are so you can sign the paperwork. If you are an existing client, you must first login to the TD Ameritrade website.
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.
Existing clients just login to the TD Ameritrade website. New clients answer the questions on the website to authenticate yourself.
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.