How do I complete eSign after a failed KBA (Knowledge-based authentication) in RightCapital?

If you fail the KBA process twice, you will be unable to use the online eSign function. Instead, you will need to download, print, and manually sign the document. Once signed, you can upload the document to the eSign request.

1. Click the Download icon to download the eSign document.

2. Click the Print icon to print the document.

3. Sign the document and scan it to your computer.

4. Click Choose file and select the signed file from your computer.

5. Click Upload and send.

Your financial advisor will receive your signed file for review.

Complete an eSign Request with Secure Links

You do not need access to the client portal to sign documents. Your financial advisor can send an eSign request through email using secure links.

1. Navigate to the eSign request email from your financial advisor.

2. Click eSign now.

Please Note: The link to the eSign will expire 30 days from the opening link.

3. Once the page opens, click View and eSign.

You will see a Start and Back button on the left-hand side of the document.

4. Click Start.

5. Click on the green My Signature box.

6.Enter your name in the provided text box.

7. Select a Signature Style from the available options.

8. Check I agree to be legally bound by this document.

9. Click Add signature.

10. Select Next.

Continue signing until you've completed all assigned signature fields.

11. To complete the eSign, click Send on the top-right and bottom of the page or Review at the bottom of the document.

• To review the document, simply select Review and click the Next and Back buttons as needed!
• For longer documents, you can type in a page number at the top to skip to a certain page.

12. Once the file sends successfully, you are done!

If you need help, please reach out to support@slpwealth.com