DocuSign /Laser App Anywhere

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1 User Guide DocuSign /Laser App Anywhere TD Ameritrade Institutional versions Get Started Guide Get started with DocuSign and Laser App Anywhere Thank you for your interest in the TD Ameritrade Institutional versions of DocuSign and Laser App Anywhere. Use this guide to help you get started using either application. DocuSign The TD Ameritrade Institutional version of DocuSign (sometimes referred to as the DocuSign Console) is a customized, standalone version of DocuSign that is offered at no additional cost to advisors who custody assets with TD Ameritrade Institutional. We can only accept electronically-signed TD Ameritrade Institutional forms (see attached DocuSign Advisor Instructions) that are created and sent through the TD Ameritrade Institutional version of DocuSign. You may include your own Investment Advisory forms if you wish, however, we will disregard these your forms if received. There are a few ways to create envelopes for clients to sign via the TD Ameritrade Institutional version of DocuSign. To ensure correct completion of an envelope, please follow the steps below: Start on the home tab of the green navigation bar at the top of the screen. Select Home > Start a New Envelope > Choose an Online Document > Shared Templates You will see a list of all the TD Ameritrade Institutional forms available through DocuSign. Simply select the forms you need. There are pre-built templates for our forms that automatically direct your client to go through a security check, and are setup to send TD Ameritrade Institutional copies of the forms for processing.

2 Important! Below is an additional screenshot that demonstrates how an acceptable envelope looks. This is especially useful if you pre-fill forms (using Laser App, for instance), and then upload them via the Browse from my Computer option. You will need to apply TD Ameritrade Institutional templates to these forms. The appropriate templates for pre-filled forms will have an LA designation at the end of their names.

3 Important! Every envelope that includes TD Ameritrade Institutional forms must have LexisNexis verification enabled in order to obtain a passing result on the Certificate of Completion. A result of passed indicates that the client answered security questions prior to viewing and signing sent forms. Any envelopes/signers that do not have the LexisNexis verification will be rejected, requiring the envelope to be resent to the client. Note: If you are submitting an application for a new client, please print the signature verification form for your client to complete. It can also be located on Veo by clicking Account Tools > Online Forms > All Forms (labeled as Signature Verification Form ). Although this document is not required at this time, you will eventually need to have an actual hard signature on file. You can either mail the card to the address below or fax it in to the number provided by your service team. TD Ameritrade Institutional PO BOX San Diego, CA For further assistance you may contact TD Ameritrade Institutional Technology Services at , option 3 and ask for a DocuSign specialist. For all DocuSign software issues, please contact DocuSign support at To learn more about DocuSign, please visit Continue to next page to get started with Laser App Anywhere ---

4 Laser App Anywhere The TD Ameritrade Institutional version of Laser App Anywhere is a standalone version offered at no additional cost to advisors who custody assets with TD Ameritrade Institutional. With it, you can pre-fill and save TD Ameritrade Institutional forms. Below are a few screenshots that highlight notable functions within Laser App Anywhere and help demonstrate how to connect Laser App Anywhere with DocuSign and select third-party customer relationship management (CRM) solutions. Where to Locate Basic Information

5 How to Connect DocuSign to Laser App Anywhere Once the above steps are complete, DocuSign eligible forms can be sent for electronic signature by clicking the Post to TDAI button.

6 How to Setup Pull Integration for a Third-Party CRM Currently Laser App Anywhere only supports pull integrations for a few third-party CRMs. If you do not see your CRM listed on the pull-down menu, you may be able to set up a push integration directly within your CRM software. This will allow you to send your client information straight to Laser App Anywhere. To see a list of software applications that are integrated with Laser App Anywhere, go to: For further support, including how-to videos, go to To learn more. CALL , option 3 VISIT tdinstitutional.com TD Ameritrade Institutional, Laser App and DocuSign are separate, unaffiliated companies and not responsible for one another s products and services. TD Ameritrade Institutional, Division of TD Ameritrade, Inc. member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.