Advisor Documents in Schwab Digital Onboarding
Does anyone use Schwab's digital onboarding to e-sign advisor documents? Would you be willing to talk me through your process? I'm hoping to password protect part of the document against editing and yet still have a couple of blanks filled out and require a signature and date. We need to actually have a signature on the document, not just a receipt that says it was signed. I can't find any procedures.
Thank you in advance!
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Carol Bobke
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Advisor Documents in Schwab Digital Onboarding
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