Custodial Templates

Help articles pertaining to PreciseFP's custodial templates

3 articles in this collection
Written by Daniel R and Nate

Using DocuSign with Schwab PDF Templates

How to use DocuSign in custom Schwab PDF templates.

Written by Daniel R
Updated over a week ago

Custodial Templates Pre-filling Mapping Table

What information will be pre-filled for account holder(s), beneficiaries and trusted contacts?

Written by Daniel R
Updated over a week ago

How to Install Custodial PDF Templates

Custodial PDF Templates

Written by Nate
Updated over a week ago