An agreement with DocuSign will allow Fidelity Investments to offer up the capability of its agents to open and funding brokerage accounts online through secured digital signatures.
According to Fidelity, their advisors will collect new client data through a CRM application to pre-populate form fields. Once all forms have been e-signed by the client, says Fidelity, the advisor can download and forward the forms electronically to
Fidelity for account opening and funding, which will automatically generate an account number.
Advisors can track the progress and status of the transactions through electronic notifications, as well. Fidelity has been piloting the e-signature capability, including its advisor clients with the Retirement Corporation of America.
“Our investment in this new e-signature capability is indicative of our belief that service in our industry must be transformed to maximize a firms’ success and deliver a great experience for end clients,” said Ed O’Brien, senior vice president, Fidelity Institutional Wealth Services, in a release.
