Question 1

How do I sign the DocuSign paperwork?

Accepted Answer

Email from DocuSign
 You’ll receive an email from from "Dan Romaine via DocuSign" or "Sara Kappos via Docusign" (dse@docusign.net) with the subject “Sign Documents.” It will include your digital paperwork.
Access code
 Your access code is the first letter of your last name (capitalized) + the last four digits of your SSN.
Multiple accounts
 You may receive separate DocuSign envelopes if you have multiple accounts. If you use a personal DocuSign login, you can sign all documents from one place.

Question 2

Why do I have to sign paperwork?

Accepted Answer

The paperwork allows us to continue managing your accounts under our new regulatory supervision. Even though we remain your advisors, financial institutions (RIA, Broker-Dealer, and Custodian) require updated authorization to:
Continue managing and advising on your investments
Comply with regulatory standards
Maintain proper oversight of your accounts

Question 3

Why might some information on my paperwork look different?

Accepted Answer

To complete the transition efficiently, we pre-populated forms with information from historical paperwork — in some cases going back 30+ years.
We prioritized ensuring the most critical information (names, Social Security numbers, etc.) is correct.
Some non-critical items (such as employment information or income) may appear outdated due to how data transfers across systems.
We’ll verify all details during your next annual review to ensure everything in the new system reflects your current information.
 If you notice a material error, such as an incorrect SSN or misspelled name, please contact us right away so we can correct it immediately.

Transition FAQs

What’s changing for me?

How do I sign the DocuSign paperwork?

Why do I have to sign paperwork?

Why might some information on my paperwork look different?

Will I still be able to use Investor360 to view my accounts?

Why is Investor360 changing?

Will I still need Investor360?

How will I send secure messages or documents going forward?

What about AssetMark’s eWealthManager?

When will I receive my new login?

What is a Registered Investment Advisor (RIA)?

What is a Broker-Dealer (BD)?

Who is Cambridge Investment Research (new BD)?

Who is Ameriflex (RIA)?

Why the transition to Ameriflex/Cambridge?

Why not stay with Commonwealth/LPL?

Any Questions, Just Reach Out!

617-471-6800

CONTACT

Plan Confidently. Live Comfortably.

We are a full service financial planning firm helping clients plan their finances with confidence to move comfortably towards their goals.

Transition FAQs

What’s changing for me?

How do I sign the DocuSign paperwork?

Why do I have to sign paperwork?

Why might some information on my paperwork look different?

Will I still be able to use Investor360 to view my accounts?

Why is Investor360 changing?

Will I still need Investor360?

How will I send secure messages or documents going forward?

What about AssetMark’s eWealthManager?

When will I receive my new login?

What is a Registered Investment Advisor (RIA)?

What is a Broker-Dealer (BD)?

Who is Cambridge Investment Research (new BD)?

Who is Ameriflex (RIA)?

Why the transition to Ameriflex/Cambridge?

Why not stay with Commonwealth/LPL?

Any Questions, Just Reach Out!

617-471-6800

​

CONTACT

Plan Confidently. Live Comfortably.

We are a full service financial planning firm helping clients plan their finances with confidence to move comfortably towards their goals.

​