Account opening forms, advisory agreements, investment disclosures, and loan documents — signed digitally with identity verification, full audit trails, and SOC 2 certified security.
Free plan available · No credit card required · ESIGN Act compliant
Built-in features that save time and close deals faster.
Zignature is SOC 2 Type II certified, meaning an independent auditor has verified our security, availability, and confidentiality controls. For high-value financial transactions, built-in identity verification (government ID + liveness check) provides Know Your Customer (KYC) documentation alongside the signature.
Zignature is SOC 2 Type II certified, meaning an independent auditor has verified our security, availability, and confid...
Account opening forms, investment advisory agreements (IAA), Form ADV acknowledgments, new account questionnaires, beneficiary designations, margin agreements, and loan documents — Zignature handles the full range of financial services documentation with configurable required fields and conditional logic.
Account opening forms, investment advisory agreements (IAA), Form ADV acknowledgments, new account questionnaires, benef...
Zignature integrates natively with Salesforce Financial Services Cloud, HubSpot, and Redtail CRM. Send account opening documents directly from a prospect record, auto-populate known client data, and write signed status back to the CRM when complete — all without leaving your advisor dashboard.
Zignature integrates natively with Salesforce Financial Services Cloud, HubSpot, and Redtail CRM. Send account opening d...
From simple agreements to complex multi-party workflows.
New brokerage, bank, and investment account forms with KYC identity verification, beneficial ownership, and FATCA disclosures.
Investment Advisory Agreements (IAA) and Form ADV Part 2 delivery with acknowledgment timestamp for SEC examination readiness.
Loan applications, Truth in Lending disclosures (TILA), RESPA closing disclosures, and promissory notes — all digitally signed.
Life, health, and property insurance applications with suitability disclosures and replacement notices — compliant with state insurance regulations.
Retirement account beneficiary forms and change requests — with identity verification to prevent fraudulent designation changes.
Margin agreements, options trading approval forms, and risk disclosure acknowledgments with configurable holding periods before countersigning.
No training required. Send your first document today.
Pick from pre-built compliant templates or upload your own document — our system applies the right compliance rules automatically.
Enable HIPAA BAA, GDPR DPA, identity verification, or QES as required for your regulatory environment.
Recipients get a secure link and are guided through the signing process with all required disclosures and consent flows.
Every transaction is sealed with a tamper-proof certificate of completion — ready for audits, regulators, and legal proceedings.
SOC 2 certified. Identity verification built in. Start free today.
Everything you need to know.
Yes. Under the ESIGN Act and UETA, electronic signatures are legally binding for the vast majority of financial documents including account opening agreements, investment advisory contracts, loan documents, and insurance applications. Documents that still require wet signatures (certain negotiable instruments, wills) are statutory exceptions.
Zignature's audit trail — including signer identity, IP, timestamp, and document hash — satisfies FINRA Rule 4511 and SEC Rule 17a-4 recordkeeping requirements. The platform supports WORM-compliant storage options for broker-dealer record retention on enterprise plans.
Yes. Zignature integrates with Stripe Identity for government ID verification and liveness detection. This creates a documented KYC record alongside the signature — useful for anti-money laundering (AML) compliance and high-value account opening.
Yes. Zignature's Chrome Extension lets advisors send documents directly from inside Salesforce FSC, HubSpot, Redtail, and Wealthbox. Client data auto-populates from the CRM record. Signed status writes back automatically when the client completes their signature.
Zignature stores all signed documents with non-alterable audit trails. Enterprise plans support integration with SEC 17a-4 WORM-compliant storage providers (Iron Mountain, Smarsh, etc.) for broker-dealer compliance. The audit trail satisfies electronic recordkeeping requirements for examination purposes.
Yes. Zignature supports configurable time delays between signing parties. For example, you can require a 3-business-day waiting period before your advisor countersigns a client investment agreement — useful for suitability documentation and regulatory compliance.
Yes. Zignature supports mortgage closing document packages including the Closing Disclosure (CD), Promissory Note, Deed of Trust, and TILA disclosures. Integration with closing software like Qualia and RamQuest is available via API.
Zignature uses email authentication (unique signing links), optional SMS OTP, and government ID verification as authentication layers. The cryptographic document hash ensures any post-signing modification is detectable. Comprehensive IP and geolocation logging creates a fraud-detection evidence trail.
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