There are three steps for executing the documents needed to complete the Investment Process. All these steps are automated and straightforward.
First: Please tell us if you will be using Qualified Funds (see definition) or Non Qualified Funds (see definition) for this investment.
If you have already clicked on either of the buttons above and completed the forms, you will receive a Docusign document by email for your signature.
Please open it up, sign/initial the same (in multiple places) and you are almost done.
Second: Upload any additional files that you and your advisor have discussed as being required for the investment transaction to be completed.
Third: Please remit the funds.
For Non Qualified funds, Click — Here — to access the PDF file with the details.
For Qualified funds, Click — Here — to access the PDF file with the details.
