You’ve made a smart choice to enroll yourself or a client into the Savings Plan Management program. You have several options available to you. Prior to beginning any of the processes, please download a copy of our firm brochures (ADV Part 2A and Client Relationship Summary).
DocuSign has set the standard for signing documents electronically. You can access the RMS DocuSign templates by clicking one of the links below. As with the online enrollment, there is a link for a Financial Advisor to use and a link for a Client to use.
If you are a Financial Advisor, CLICK HERE
If you are a Prospective Client, CLICK HERE
Once you click one of the links, you will be taken to a DocuSign web page where you will enter names and emails for the people who have a role in completing the document.
Please Note: if you use an email that is linked to another DocuSign account, please check that this DocuSign does not pull over information from that account that is not relevant. For instance, if you have another DocuSign account with your email, this document may enter the name of the firm on that other account. It’s a quirk of DocuSign that we can’t control.
Download the Savings Plan Management Agreement and complete by entering information into the fillable fields or print and complete by hand. Submit the completed PDF by email (firstname.lastname@example.org) or by fax (410-573-1196).