Two New Technology Options for You

We are happy to do introduce two new technology options which are designed to reduce paper, postage and time.  Both of these upgrades are completely optional for you, but if you want to take advantage of them, let’s do it!

DocuSign

This functionality allows online form completion and signatures for nearly all Ameritrade documents.  One downside of this option is that you will get an email link from Ameritrade – and that email link looks a lot like those “phishing email links” we have talked about before.  We will let you know if we are sending you a document using DocuSign so that you can be on the lookout.  After you electronically complete and “sign” the form, everything is automatically transmitted to Ameritrade and we get an email alert.  Another downside is that mandatory attachments are messy or impossible.  We are still working on making this piece easier. 

What this means for you is that there are now three ways to complete and sign all the required paperwork: 

• DocuSign (which we will not use unless you have agreed) – fastest and lowest carbon footprint!

• Print at LFS, mail to you and have you mail to Ameritrade or back to LFS – slowest and highest carbon footprint!

• Email form to you, have you print and complete/sign and then scan back to us.  (Not all Ameritrade forms can be handled this way)  

We are happy to use whichever method is easiest for you at the time. 

AdvisorClient screen sharing

This functionality, which is brand new for advisors and clients, allows you to share most of your AdvisorClient screens with us (or Ameritrade) so that we can more easily answer questions and troubleshoot any issues.  

This feature is simple to use:

• Log into NEW AdvisorClient

• Select “screen share” from bottom right of any page (green button)

• Give us or Ameritrade the “code for my agent” which is found at the bottom center of the page.   

As always, let us know if you have any questions or concerns.