T&Cs

Program TransitionsWaveT&Cs

The T&Cs tab is the first working step in every wave. The Signature Tracker lists each account in the wave with its signer and T&C status. How you collect signatures depends on the method you chose in Transition Materials.

Click to Accept (default)

Depositors review and sign online through a secure link, and statuses update automatically. See Click to Accept.

Download & Send (manual)

You download the pre-filled agreements and send them through your own channels. See Download & Send.

With either method, signed accounts move to the Open tab automatically.