Fidelity instructions

How to e-sign all necessary documents

To access your documents, click on the link in the email you received from Fidelity. You will then be prompted to complete a two-step verification process via text message to ensure the security of your account. Once you have gained access to your documents, you will see a list of all the files on the left-hand side of the screen. You can click on each file to view its contents.

Once you have gained access to your documents, you will see a list of all the files on the left-hand side of the screen. You can click on each file to view its contents.

To begin e-signing your documents, click on the “START” button.

If there are any additional files or information required, you can upload them by clicking on the “snowman” icon.

To sign a document, click on the “SIGN” button. You will then be prompted to sign the document electronically. Once you have signed, click on the “NEXT FORM” button to move on to the next signature.

Once all documents have been signed, a window will appear asking you to confirm that you have completed all required signatures. Click on the “COMPLETE AND SEND” button to finish signing your documents.

If you have any questions or encounter any issues during this process, please don’t hesitate to contact us for assistance.

Posted in Client Event

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