Client Setup
Get quick help with client setup, capturing your client data, and our electronic signature requirements.
Video Guides – registering a new client
How to register a new client
How to register a new client – Trust Application
Submitting AML
How to submit AML documentation
Frequently Asked Questions
E-signatures and wet signatures
We accept digital signatures on all of our documents excluding withdrawals. The “electronic signature guidance document” available to download below confirms our signature requirements across all documentation.
No documents available.