In Docupace, go to New > (1) Starting Point (2).

_{Launching Starting Point}

Select the existing Rep for new account.

_{Selecting the Rep Code}

To create new account, click New Account.

_{Selecting the Transaction Type}

Select the type of client.

_{Selecting the Client Type}

On the search panel, search for an existing client by Name, TIN/SSN, Rep, Last Name, or other options (1), and then click Search (2).

Locating the Existing Client

Select TD Ameritrade Institutional vendor from the list of vendors.

_{Selecting TD Ameritrade as the Vendor}

Provide the following information:

1. State

2. Product Type

3. Registration Type

_{Completing the Remaining Sections}

Review the Work Item Summary page (a) and then click Create Work Item (b).

_{Work Item Summary}

Fill out all required fields (1) and click Save (2).

_{Completing Forms}

In the upper-left panel, click Actions (1) > eSign (2).

The eSign Transactions page opens.

_{Launching eSign for customizing the authentication process}

In the eSign Transaction panel, click Primary Recipient.

The Primary Recipient page opens.

_{Primary Recipient record}

In Primary Recipient, provide the following data:

a. From Signer Auth Mode, select SMSOneClick.

b. In Phone for Authentication, enter the Client’s phone number.

c. To implement the SMS authentication, click Save and Close in the upper-right corner.

_{eSign Recipient Details}