To use your firm's DocuSign account for obtaining electronic signatures, and routing signed forms to Schwab, please send a request to firstname.lastname@example.org or contact your Schwab Relationship Manager.
The team at Schwab will walk your through the process and provide all the necessary resources along the way.
Your DocuSign account must allow you to create and send envelopes with SMS authentication enabled.
If you plan on mapping a custom Schwab form not provided in our custodial templates, please make sure that it is eligible for digital signature.
Note: Using your own Docusign account without approval from Schwab will result in your forms being rejected.