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Re: richme post# 46951

Sunday, 11/28/2021 11:01:39 AM

Sunday, November 28, 2021 11:01:39 AM

Post# of 50703
Hey Rich! Plz excuse me for I can only reply via common replies. With that, glad you were able to reach submission page as many had trouble with accessing the Highlighted Link to 'DocuSign'.

«« I will Paste the Link to Step 1 at the end of this msg, for those still potentially struggling to access it »»

To Answer Your Questions, Rich:



Q1) Does that mean my claim went in as intended or is there more?

A1) There WILL be MORE to fill, upon getting an email confirmation, which those who Submitted The 1st STEP. When its expected to arrive in our Inboxes, that I cannot say.Yes, if you reached the 'Docusign Sent' screen, I believe it would be safe to assume your Info + Digital Signature + Statement Attachment, have indeed been received. My Questrade Rep suggested I upload a .PDF file my most recent Monthly Statement. If your TDA Positions Sheet was the most up-to-date, id assume its acceptable (maybe ask your TD Rep if you're not sure)





Q2) Must I subscribe to Docu to proceed further?

A2) To my knowledge, no, we've not been requested for acquire a Subscription for DocuSign.




Q3) Have not been able to print either of the documents (Docu and first TDA page showing positions.)

A3) I was able to download a .PDF copy of 1st Step, which shows my NAME/SIGNATURE/ATTACHMENT PAPERCLIP I entered (the attachment itself is opened and shown in the pages below, for it itself was a few pages long)


I hope this helps! Definitely check into maybe re-sending with an official TD Monthly Trading Statement. Id ask for more assistance from your Broker Rep, since I'm not a professional :^) «Thumbs-Up» «FISTBUMP»

Direct Link to Step 1 of Final Agreement, for those who need it:


https://na4.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=f2e5a0e8-7c8b-4dfe-b4c8-58d9e29e9a64&env=na4&acct=1c55abb5-41fe-402b-8897-a31062cd43f4&v=2