There are three steps for executing the documents needed to complete the Investment Process. All these steps are automated and straightforward.
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.