Joint Profile - Subscription Agreement
Joint Profile
- Fill out the Joint profile to include both people, and a secondary email.
- Locate the deal you are wanting to subscribe to
- Click "Subscribe"
- Choose the Joint investing profile, enter in the amount you would like to contribute, and click "Load for Signing" (It can take a minute or two to load the document - so be patient)
- It will have only the primary subscriber sign. Submit the document and it will be emailed over to the secondary email.
- The secondary will get the email, open the link, and sign their portion of the document. Once completed click submit.
- This document will now be available to view in your documents tab. If something was filled out wrong, contact your Lead and they will be able to cancel the document and let you resign.
- It will now be sent over to the Lead for review and countersigning.