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.

CONTACT US
Testimonials from the Hollis Wealth Financial Management Team, Welland

From the iA Private Wealth Welland Team

  • We work with our clients to develop a comprehensive perspective on their financial situation and work to help them achieve their goals. Our client's success is our success.
    Sheila Smith
    Licensed Assistant