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Question 1 of 3
1. Question
From which tab in the Schwab Advisor Center® would you begin the new account opening process when using the digital onboarding workflow or DocuSign®?
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Question 2 of 3
2. Question
When using the Schwab digital onboarding workflow, you can open multiple accounts for a household in one digital envelope.
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Question 3 of 3
3. Question
When using the DocuSign workflow in Schwab Advisor Center to create an envelope using one of the 80+ templated forms, which DocuSign option should you choose on the Account Management page?
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