Overview

Trigger legally binding e-signatures for Feathery document templates directly through Docusign. This enables compliant document execution for workflows such as custodial account openings, onboarding, and regulated financial processes.

What you need

• An active Feathery account and form
• An active Docusign account

Background

Docusign is the leading electronic signature platform used by organizations to securely sign, send, and manage documents online. It is widely trusted for legally binding agreements across industries, especially in financial services where auditability, identity verification, and regulatory compliance are essential.

For wealth management firms and registered investment advisors, Docusign is often a required part of the custodial workflow. Many custodians such as Fidelity, Schwab, and others require documents to be executed through Docusign to meet operational and compliance standards.

With Feathery’s Docusign integration, you can route any generated Feathery document template directly into Docusign for e-signature as part of an automated workflow. This makes it easy to collect signatures for account opening forms, custodial documents, disclosures, and other regulated paperwork without leaving your form experience.

Benefits

• Custodial Compliance: Send documents through Docusign for workflows that require strict compliance, including custodial account openings for platforms such as Fidelity, Schwab, and other providers.
• End-to-End Automation: Automatically trigger Docusign envelopes from Feathery form submissions, eliminating manual document handling.
• Legally Binding Signatures: Ensure all executed documents meet regulatory and legal standards.
• Improved Client Experience: Clients can review and sign documents instantly without downloading files or switching tools.
• Audit Trails and Security: Maintain complete signing records for compliance, audits, and internal review.

Considerations

Before enabling Docusign, confirm which document types and workflows in your organization require custodial or regulatory compliance. Review your Docusign account permissions, templates, and authentication settings to ensure they align with your internal policies and any custodian-specific requirements.