Set up Schwab DocuSign and Create a Template (Client Engagement Agreement.) | Scribe

    Set up Schwab DocuSign and Create a Template (Client Engagement Agreement.)

    • 11 Financial |
    • 149 steps |
    • 6 minutes
    1
    Navigate to [https://si2.schwabinstitutional.com/SI2/Home/Utilities/Dashboard.aspx?vgAEAADsAPMAuwAAAAC9AAA%3d](https://si2.schwabinstitutional.com/SI2/Home/Utilities/Dashboard.aspx?vgAEAADsAPMAuwAAAAC9AAA%3d)
    2
    Click "Account Management"
    3
    Click "Set up Schwab DocuSign"
    4
    Click this checkbox.
    5
    Click "I Agree"
    6
    Click "I have logged out of all DocuSign accounts and acknowledge I will need to create a unique password for my Schwab DocuSign account."
    7
    Click this checkbox.
    8
    Click "Ok"
    9
    Click "Continue"
    10
    Switch to tab "11 Financial Mail"
    11
    Click here.
    12
    Click "Account Activation"
    13
    Click "ACTIVATE"
    14
    Click this password field.
    15
    Create your own unique password and choose a Security Question.
    16
    Click "What is your mother's maiden name?"
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    Click the "Answer" field.
    18
    Click "Templates"
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    Click "NEW"
    20
    Click "Create Template"