GPS

GPS Resource Center

All DocuSign GPS Capabilities Overview Sales Consultants Ready to Help GPS User Guide GPS User Guide DocuSign

DocuSign Download Instructions

when you need to download documents prior to the completion of a DocuSign envelope.

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GPS Capabilities Overview

A concise overview of GPS features, functionality, and security and data protection

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Sales Consultants Ready to Help

Our team is ready to answer your questions and get you ramped up quickly with GPS

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GPS User Guide - New Account Opening

Detailed instructions to guide you through the NEW account opening process

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GPS User Guide - Service Requests

A detailed instruction guide to help you process service requests on EXISTING accounts

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DocuSign Print & Sign Instructions

When an electronic signature is not accepted, use the Print & Sign feature to obtain a wet signature

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Adaptive Digital Marketing

Clients will only be asked questions relevant to their specific application.

Smart Form Fields

Field validations are in place throughout the digital application to ensure accuracy.

Application Dashboard

View your in-progress applications in a centralized dashboard.

Single Signing Package

All TPFG and Custodian forms contained in one package.

Digital Signature Option

Use eSignature or print, sign, and upload documents

Highly Secure Platform

Information management security framework to safeguard your most valuable asset, your data.

The Pacific Financial Group (TPFG) values creativity as a key driver for success; supporting experimentation and new ideas by employees so they can be nimble and respond quickly to the everchanging needs of financial professionals.

Previously, the paperwork procedure was often laborious, manual, and prone to errors. Clients and advisors were required to obtain completed paperwork, sign the documents, and email the finalized package back to TPFG, causing disruptions for both advisors and clients.

To meet these needs, TPFG created a Guided Paperwork Solution (GPS) to automate and digitize the process of new client onboarding and account servicing to enhance the advisor-client experience. This innovative solution allows online client onboarding that eliminates the disruptions and errors caused by manually filling out paperwork.

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What's Behind GPS Security?

Within GPS, we have built an Information Security Management Framework that helps ensure you are confident your data is safe and protected against malicious attack. We have built security to safeguard your most valuable asset, your data.

We continually assess risk and improve security by upholding the confidentiality, integrity, and availability triad of the service. We regularly review and update information security policies, carry out internal information security training, perform application and network security testing, monitor compliance with information security policies, and conduct internal and external risk assessments.

Security Features

Advisers and clients can access, complete, sign and submit completed new account and service request forms directly to TPFG via custom portal. GPS services confidently, 24 x 7, on an efficient and compliant digital platform:

Supported Multi-Factor Authentication (MFA) ID Verification Methods

MFA adds an additional layer of security against account-compromised attacks, making it significantly more difficult for data to be accessed by criminals:

Email
SMS (text)
KBA (Knowledge Based Authentication

Data Encryption

Encryption serves as the last and strongest line of defense of our security strategy. We use encryption to safeguard your data and help you maintain control over it:

TLS with up to AES-256 encryption in transit
Data at rest is protected by using FIPS140-2 standards-compliant encryption

Solution Platforms are:

SOC1 and SOC2 Compliant
ISO/IEC 27001 Certified

Available Account Types

GPS is a fully guided client onboarding and servicing process designed to eliminate tedious paperwork, reduce NIGOs, and efficiently manage accounts across multiple custodians and thousands of retirement plans.

Fidelity

SDBA (BrokerageLink)
Non-Discretionary SDBA
Non-Qualified (Individual, Joint, Estate, UGMA/UTMA, Guardianship, Conservatorship)
- Programs: Strategy Plus, SMA, EPIC Choice, EPIC Plus, P4

Qualified (IRA, Roth IRA, Rollover IRA, SEP IRA)
- Programs: Strategy Plus, SMA, EPIC Choice, EPIC Plus, P4

Transform Your
Business Processing with GPS

Streamline your client onboarding process with our digital solution, removing the hassle of traditional paperwork and service requests.

Our Guided Paperwork Solution streamlines client onboarding and servicing for your new and existing client accounts.

Delight the customer, from day one.

GPS Resource Center

DocuSign Download Instructions

GPS Capabilities Overview

Sales Consultants Ready to Help

GPS User Guide - New Account Opening

GPS User Guide - Service Requests

DocuSign Print & Sign Instructions