Once you enter the relevant information in a financial section of the app (Assets, Liabilities, Pensions or Protection), a Letter of Authority will be automatically generated.
Add the required fields (Type and Provider) in the Assets, Liabilities, Pensions or Protection section
A Letter of Authority will be pre-populated and automatically appears in the Letter of Authority section
Your client can sign directly on the document using an Apple Pencil
A provider does not accept a client’s digital signature on a Letter of Authority
If a provider doesn’t accept digital signatures, you can leave the document unsigned and email it as a PDF for a wet signature. Just click on the Email button in the Letter of Authority section and select the document(s) to send.