1) Emails Received
Emails for document signing are received after online onboarding is completed and ID is verified.
One email per account type. Multiple documents are likely within the same package that is sent to you, however multiple emails are sent if more than one account is being opened.
Email comes from Adobe Acrobat Sign on behalf of ModernAdvisor Legal and Compliance. The subject is 'Signature requested on: (document name)' The document name would be something like RRSP Account Opening Documents or TFSA Account Opening Documents. Please search your inbox or check junk mail to find.
Certain scenarios may require us to send a separate document via AdobeSign, therefore you may receive another email with that document. Most commonly this could be for Locked In Addendums, more than one beneficiary or a contingent beneficiary named at account opening, or if the account is an RDSP.
2) Cookies and Cache
Most issues you would encounter have to do with cookies. Always Enable cookies, and if there are issues you may need to clear them.
Clearing or managing cookies are specific to the browser you are using. Please search how to clear cookies and cache based on your browser, or reach out to us if you are having difficulty.
3) Signing the Documents
Click 'Continue' at the bottom, or it might ask you to 'Enable Cookies'.
Click the yellow box 'Click Here to sign'. You can type or draw your signature.
Click ‘Next’ to move forward to the next signing box.
Finally, click the blue box 'Click to Sign' at the bottom once you have reached the bottom and signed all sections. If you do not see this, it might be blocked by a message to Enable Cookies.
4) Video on how to use AdobeSign
Go to 2:00 to skip through the information shown above.