Next Steps: Sign the client service agreement

Thank you for completing the meeting preparation wizard. Please follow the steps below to finalize the paperwork process.

  1. Go to your email inbox and open the email from RightSignature
  2. Click the link
  3. Review the agreement and sign it. Once signed, an email will be sent to your client for signing.
  4. After the client signs, Brent Burns will sign and everyone will be emailed a copy of the signed agreement.
  5. If you haven’t signed an IPS, click here to generate and sign one.

Upon receiving the signed client service agreement and IPS, Asset Dedication will begin implementing so long as the custodial paperwork is in place.

All the Best,

The Asset Dedication Team