Using Clickwraps on your website allows your customers to agree to the IRA account agreement disclosure statements from the start. This increases the speed at which accounts can be fully opened, and does not require the customer to wait for an email with the agreement statements to sign.
The setup for integrating with Clickwraps includes using the code snippet below wherever you would like the agreement to appear. Once run, this code snippet will appear as an overlay, allowing the customer to review the agreement and click the Agree button at the bottom. The code contains the following HTML tags:
<div>that identifies where on your web page the clickwrap template should render
Another that calls the DocuSign
In addition to this, the clickwrap contains document data that will need to be populated by you. These values include:
clickwrapId - this is an environment variable and is used to determine which agreement will be shown to the customer. There are set values to choose from based on the choice of accountType & investmentType. Here are the options (applicable only to a QA/Stage environment):
Traditional/Roth/SEP IRA accountType & Metals investmentType: dfb7e828-def5-431b-9da3-69a36b29175f
SIMPLE accountType & Metals investmentType: dc004563-65f2-41ea-9de3-4e3858918f66
Traditional/Roth/SEP IRA accountType: 493c08ff-e9f6-4235-98f3-2785a56a22c2
SIMPLE accountType: 738a29f8-bb7a-4e1b-acfe-b3786a2e639a
clientUserId - this must be a UNIQUE value for each customer, which will be used to retrieve information once completed. This value will then be sent within the clickwrap object when submitting an Account Open request. Some examples of what to use as a unique value could be the customer's email address or a GUID.
documentData - this is information related to the customer and includes fullName, email, company, title, and date.
Below is the code snippet for use with a stage / test environment for Clickwrap. All values in blue must be modified:
</div> <script src="https://demo.docusign.net/clickapi/sdk/latest/docusign-click.js"></script>
fullName: 'Full Name',
Once the customer has clicked the Agree button, you will be able to submit an Account Open request using the value provided under clientUserId within the clickwrap object. This will indicate to us that a clickwrap agreement has been completed and we will be able to pull the data using the clientUserId.