Overview
Charles Schwab offers a program called "Advisor’s Own Docusign", which allows advisors to use their own Docusign accounts to access Schwab forms. While Schwab does not broadly advertise this program, they’ve recently opened it up to more advisors due to growing interest.
If you’re a Quik! customer and would like to use Charles Schwab forms via your own Docusign account, you'll need to be enrolled in Schwab’s Advisor’s Own Docusign program first.
Important: Quik! cannot enroll you in this Schwab program. Please reach out to your Charles Schwab Relationship Manager or email advisor-docusign-cc@schwab.com to begin the setup process.
What You Need to Do
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Enroll in Schwab’s Advisor’s Own DocuSign Program
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Contact your Schwab Relationship Manager or email advisor-docusign-cc@schwab.com.
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Complete Schwab’s onboarding process and receive approval.
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Notify the Quik! Team
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Once you’re approved, contact Quik! to request access to the Schwab E-Sign forms.
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Let us know by emailing support@quikforms.com that you’ve completed Schwab’s setup process.
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Verification & Access
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Quik! support team will confirm your enrollment with Schwab directly.
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Once verified, we’ll activate your access to the Charles Schwab E-Sign Library within the Quik! platform.
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Need Help?
If you're unsure whether you're already enrolled or need guidance, your first stop should be your Schwab Relationship Manager. They can walk you through Schwab’s requirements and help get you started.
For Quik! specific questions, feel free to reach out to our Support team. We’re here to help you make the most of your digital workflows.