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 BCJ, one is BCJ 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 BCJ Envelope and the TD Ameritrade Envelope below.
In the BCJ 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.