Streamline Your Business
How fast, on average, are eSign packages signed and returned?
Less than 24 hours
How does eSign protect against packages being intercepted or edited?
Once a form is signed a tamper-seal makes it impossible to edit. DocuSign uses cutting edge encryption to ensure the package is safely sent as well.
If your client wanted to see what the eSign process looked like, what could you send them?
eSign client facing tutorial video or guide
How long are eSign pins valid for?
60 days
When do you need a signed LOA to complete an eAuth transaction?
Never - no LOA is required for any transaction regardless of dollar amount
How does eAuth verify client identity?
Multi Factor Authentication
How are clients notified of a pending eAuth transaction?
Clients will receive an email notification alerting them to log into MSO/MSM to approve a pending eAuth transaction. In addition, clients can elect to receive text message and push notification alerts.
How long does a client have to approve a pending eAuth approval?
2 business days
When should you use eSign vs. eAuth?
Use eAuth if: client is MSO registered and you are doing a wire or a journal.
Use eSign: for all other transactions where documents are available!
How does eSign confirm your client's identity on sign in?
Multi Factor Authentication
What does your client need to register for eSign?
Trick question - no enrollment is necessary
Just need an email address and phone number
How many of each money movement form or w8s can be sent per account?
5
How fast, on average, is an eAuth transaction processed?
5 minutes
Name two key ways eAuth protects clients from fraud.
1) Eliminating paper
2) Digitally reviewing and approving transactions (eliminates the risk of sensitive information being intercepted or insecurely stored)
When do eAuth wires require a confirming conversation with the client?
Requests received via email for $500k or above require a confirming conversation by management to verify the client.
If the request was received verbally, there is no confirming conversation by management required.
All wires $500k and above will route for branch management approval.
What two criteria needs to be satisfied for a client to use eAuth?
1) Authorized individual or POA on the account
2) Active Morgan Stanley Online username
If the firm eSigned all eligible documents how many acres of forest would we save?
45 acres of forest responsible for removing 117 tons of CO2 from our atmosphere each year
My clients are a married couple who share an email address and don't text message - how can they use eSign?
Select "call" for PIN delivery method.
How can you get a copy of the client's wet signature when opening an account?
Ask the client to click the paperclip icon and upload a copy of their driver's license.
How many accounts can be sent per package?
ALG limit is 100, so as may as there are in the ALG