Using E-Signature

Posted in News

We are pleased to introduce electronic signature capability on our account update documents. As part of the transition to iA Securities, all HollisWealth accounts are required to be updated using iA Securities documentation. Our new E-signature solution will give you the opportunity to review and sign documents electronically, from the comfort of your own home.

Tutorial Video: How to use e-signature

Please take a moment to watch the short tutorial video and feel free to reach out to me if you have any questions about this new offering.

Contact us with any questions.

As always, don’t hesitate to contact our professionals to discuss further.

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Testimonials from the Hollis Wealth Financial Management Team, Welland

From the HollisWealth Welland Team

  • We know how important customer service is to our clients. You want to know that someone will pick up the phone when you call. Interacting with our clients is the most enjoyable part of my day!
    Susan Tessier
    Associate Investment Advisor