For financial advisors
Clients sign account paperwork in your office or at home.
Send the KYC update, the account application and the investment policy statement acknowledgement together. Each client signs only their own lines. Maple eSign is Canadian-owned and hosted in Canada. It’s free to use, and you can sign up online, for yourself or your team.
Joint accounts
Both holders of a joint account sign the same packet.
Add both holders to one packet. Each one signs their own lines on every page that needs them, in the order you set or at the same time. The packet comes back to you once every signature is in.
Templates
Set up each packet once and reuse it for every client.
Save the forms you send most as templates, then send several documents together, for example for a new account or an annual review. Each form keeps its fields and its signing order.
Who owns it and where it runs
Canadian company, Canadian hosting.
A company can host in Canada without being Canadian. Maple eSign is both.
- The companyCanadian-ownedOperated by Scrawlr Development Inc., Vancouver, British Columbia, as the Privacy Policy states.
- The hostingHosted in CanadaThe application, its database, document storage and backups run in Google Cloud’s Montreal region.
The record
Every finished agreement comes with proof.
When everyone has signed, Maple eSign seals the PDF with a Certificate of Completion and keeps a tamper-evident history of the signing.
- Document
- Service agreement
- Status
- Completed
- Signers
- 2 of 2 signed
- Document opened
- Consent recorded
- Signed
- Countersigned
- Sealed
Your dealer’s rules come first
Your dealer or firm may require its own forms or identity checks, or a signature on paper for some documents. Check its compliance policy before you send a packet through any e-signature service.
Send your next account packet with Maple eSign.
It’s free to use, and you can sign up online, for yourself or your team.