How to use DocuSign®

How to use DocuSign®

DocuSign® allows the capture of an individual's electronic signature on a document in place of a traditional handwritten signature.

Use DocuSign to send both Schwab forms and your firm's forms and agreements to clients and prospects of Schwab Advisor Services™.

Send a Schwab form for electronic signature using the below DocuSign options:

  1. Prepare a DocuSign envelope in Schwab Advisor Center®
    • Choose from multiple templates to prefill information from Schwab Advisor Center and send to DocuSign.
  2. Access DocuSign (console)
    • Manage and check the status of envelopes or upload forms in the DocuSign console.
  • All users will need to set up credentials when accessing the DocuSign console for the first time
  • All clients will need a valid email address and mobile phone number
  • Advisors can choose to authenticate their DocuSign envelopes through Schwab Alliance credentials or DocuSign authentication provided by text message (SMS) authentication and Knowledge Based Authentication (KBA).

When launching DocuSign from Schwab Advisor Center for the first time, you will be prompted to set up your DocuSign credentials.

Before setting up new credentials:

  1. All in-progress envelopes created with existing Schwab DocuSign credentials will still be completed. Schwab recommends that you download copies of all your existing Schwab DocuSign documents for retention.
  2. Once your new credentials are created, you will have access to view/interact with envelopes sent with your previous credentials through the Shared Envelopes section of the DocuSign console. 
    Note: This will not affect non–Schwab DocuSign credentials.
  3. Ensure your Schwab Advisor Center profile includes your first and last names and a valid email address, as this information is used to create the new credentials.

To set up new credentials:

  1. Validate that your Schwab Advisor Center profile contains your first and last name and valid email to be used to create your DocuSign credentials.
  2. Navigate to the Account Management page and select Setup Schwab DocuSign to launch the setup wizard to create new DocuSign credentials that can be used from Schwab Advisor Center or DocuSign directly.
  3. All users will have to accept the Terms and Conditions when setting up new credentials. Check the box to Acknowledge the terms and conditions, then click I Agree.
  4. Verify user information before finalizing your account. Usernames and emails will display exactly as they appear in your Schwab Advisor Center Profile. If the username or email needs to be updated, changes can be made in your Schwab Advisor Center profile before moving forward. If username and email are correct, click Continue
    Note: if the email address in your Schwab Advisor Center profile changes in the future, you will be notified that your DocuSign account and associated envelopes linked to the previous email address will be removed and a new DocuSign username and email will need to be created.
  5. Check your email: DocuSign sent you instructions for activating your account and setting your password, which is needed to complete the activation of the account. In the email, click Activate link to complete your account activation.
  6. Once a password has been created, users can return to Schwab Advisor Center. You will be prompted to Continue to Access Request. Select Allow Access when prompted by Schwab Advisor Center DocuSign to go through a one-time linking of Schwab Advisor Center and DocuSign. (Make sure you are logged out of all other DocuSign accounts and disable any password programs you may use while you are doing steps.) 
  7. To begin sending forms using DocuSign, see the below How to send a Schwab form for electronic signature for next steps.

Viewing envelopes from other Schwab DocuSign accounts that use the same email address

  1. Navigate to the DocuSign Console.
  2. Go to the Manage tab from the top menu.
  3. Use the Shared Envelopes (Legacy) button on the left rail.
    • This will allow you access to envelopes sent from your old Schwab DocuSign account using that same email address.

Accessing other non-Schwab DocuSign accounts that use the same email address

  1. Navigate to the DocuSign Console.
  2. In the top-right corner, click on your user profile.
  3. In the dropdown, select Switch Accounts.

    • You will have full access to other non-Schwab DocuSign accounts using the same email address from this Switch Accounts menu.

    Note: If you don't see your other DocuSign accounts in the Switch Accounts dropdown, log out and log back into that account.

DocuSign provides multiple options to submit forms to Schwab:

  • If using a templated form, follow Option 1 or Option 1a
  • If using a non-templated form, follow Option 2

See the instructions for each option below:

Option 1: Send templated forms for electronic signature using Schwab Advisor Center

Advisors will have access to over 90 templates of the most popular forms. You navigate to the Forms Library link on the Account Management page, and this will indicate all the forms with DocuSign delivery option and Template will be noted in the informational popup within that option. 
Note: All other eligible forms will need to be completed using Option 2 below.

  1. Navigate to the Account Management page on Schwab Advisor Center.
  2. Under DocuSign on the left, click Create a DocuSign envelope.
  3. Add signers to the envelope using one of the two methods:
    • Add existing signers with valid email and mobile phone number populated using the search functionality with:
      • Name
      • Social Security Number
      • Tax ID
      • Account number
    • Add New signer. Fill in new signer details below and click Save:
      • Signer type (Advisor or Client)
      • First name
      • Middle name (optional)
      • Last name
      • Suffix (optional)
      • Phone number (mobile)
    • Email address
      Note:  Advisors can choose to authenticate their DocuSign envelopes through Schwab Alliance credentials or DocuSign authentication provided by text message (SMS) authentication and Knowledge Based Authentication (KBA). If envelopes are submitted without an authentication method applied, they will be rejected.
  4. To add an additional signer to the envelope, click Add another signer.
    Note: In this workflow, you can add One signer from your firm and two client signers. If applicable, a signer from your firm will be added as the first signer followed by client signers. If more than two client signers are needed, add them via the DocuSign console.
  5. Click Next.
  6. Set up a template group by selecting either Open a new account or Account / other
  7. Select Accounts
    • Select Master account:
      • Select Show All or Search:
        1. Master account number
        2. Master account name
      • Click Select to the right of the correct master
    • Select Client Account for supplemental and account maintenance forms as applicable.
      • Search accounts by:
        1. Account number
        2. Account holder name
      • Click Select to the right of the correct account
    • Click Next.
  8. Select the DocuSign template(s)
    Add form templates to your envelope. Each template will be prefilled with signer profile information as applicable before being sent to DocuSign. All signers will be required to sign all selected templates according to their primary or secondary roles.
    When selecting templates, add the most important documents first. Also group documents into logical order. For example: add an account open form first, then its associated supplemental materials, then the next account open form.
    Note: Envelope size cannot exceed 25MB. Use the tracking bar on the Select DocuSign template page to track the size of your envelope. 
    • Search templates by:
      • Name
      • App ID
    • Or Filter by category
    • Click Select to the right of the desired template
  9. Review and Confirm:
    • Review envelope details, Signers, Accounts, and DocuSign Template Groups and templates by clicking Go to review. If edits are needed, return to previous sections by clicking Edit at the bottom of the template group. If you need to add another template group, click Add another template group and follow the steps outlined above.
    • Select your authentication preference. You can choose Schwab Alliance credentials or Knowledge Based Authentication + SMS.  
    • Select your envelope submission process. After all signatures have been captured, select:
      • Submit to Schwab once signatures are complete, or
      • Our firm needs to review before submitting to Schwab
        Select who the reviewer will be by clicking one of the following options:
        • Me (email notification will be sent to the individual at your firm who is sending the envelope)
        • Designated approver (email notification will be sent to the chosen approver or distribution list)
        • The reviewer will receive an email from DocuSign after all signers have completed signing. The last template for them to Approve/Deny will be the Advisor Approval form. Approving will send the envelope to Schwab for processing.
    • Users must Check the box to acknowledge and agree that Advisor forms for clients must go in separate envelopes before proceeding.
    • Select Upload to DocuSign.
  10. Your envelope has now been Created and uploaded to DocuSign. The envelope is assigned an envelope id and is available to view in the Draft folder of your DocuSign console.
    • Select Complete in DocuSign to be routed to the DocuSign console immediately, where you can complete the envelope and send it to clients.
    • If you choose to complete later, draft envelopes remain in your draft folder for 30 days.
  11. To add additional forms or signers, or customize messaging, follow steps below.

    Add additional forms

    Click Upload and use any option:

    • Browse computer: Download forms from the Forms Library on Schwab Advisor Center then complete and save them to your local environment. The forms can then be uploaded to the DocuSign to include in envelopes.
    • Use a Template: Create your own templates within the DocuSign console to save for future use. Templates can then be used when adding forms to envelopes in the DocuSign Console. Shared templates from the Schwab library can also be added once in the console.
    • Upload from Cloud: Download forms from the forms library on Schwab Advisor Center then complete and save them to either Box, Dropbox™, Google Drive or One Drive. The forms can then be uploaded to DocuSign to include in envelopes.

    Important: Advisor forms and agreements for clients must be sent in a separate envelope from any Schwab forms.

    Add recipients to the envelope
    • If additional signers are needed that were not added on Schwab Advisor Center, add them via the console. Click Add Recipient and fill out the name and email.
    • If applicable, advisor signers should be added first followed by client signers. If you have added an approver (#9) to the envelope, this should be ordered as the last recipient in the list. verify the number assignment to the left of the signer corresponds with the signer type:
      • Advisor Signer – 1 (you will also see a Schwab internal signer #1 for all envelopes to be processed by Schwab)
      • Client Signers – 2-8
      • Approver – 9
    • Each client signer will need to authenticate before signing. If new recipient is added who does not have authentication details filled out, select Customize in the recipient details and select Add Identity Verification. Enter recipient email and mobile phone number for knowledge based and text message authentication.
      • If envelopes are submitted without both of these authentication methods applied, they will be rejected.
      • Note: Schwab Alliance credentials verification is not available in the DocuSign console since it’s an exclusive Schwab feature. This doesn’t apply to new signers added after the envelope is created and opened in the DocuSign Console. Additional signers added there must use DocuSign authentication - answering knowledge-based questions and entering a code sent via text message. 
    • Each template will pre-tag all signer sections available on the form. If you don't require all available signers to sign the documents, delete the additional recipients that were added to the envelope by clicking on the garbage can icon in the upper right.
    Customize message to recipients
    • For DocuSign authenticated envelopes, you can customize the email subject and email message received with the DocuSign envelope if desired. Schwab Alliance authenticated envelopes subject and message cannot be customized.
    • Check Custom email and Language for each recipient to change the message individually for each signer. 
  12. Click Next.
  13. Complete all necessary fields and tagging. Locate the pages requiring action by your clients. If multiple signers are required on the forms, select the appropriate signer in the drop-down list and drag and drop the appropriate tag Tooltip to the desired location on the form. This process flags these fields as required so incomplete forms cannot be submitted. Follow this process for each field the client must sign or complete. Review and send the forms to your clients.
  14. Click Send.
  15. After sending the envelope, if the form requires your signature, you will have the option to Sign Now or later by navigating to your Inbox and choosing to sign at your convenience.
  16. See the What's next? section below after sending the envelope.

Option 1a: Send templated forms for electronic signature using the DocuSign console

  1. Navigate to the Account Management page.
  2. Select Go to the DocuSign Console.
  3. From the DocuSign console, start an envelope by selecting the Start dropdown and Use a Template. Select Shared with me. Select the appropriate template.
  4. If you would like to have the envelope sent back to you for review once all signatures are complete, prior to sending to Schwab:
    • In the Add to the Envelope section, add an additional template by selecting Use a Template, browse Shared with Me, and search for Advisory Firm Approval. Select this form to add to your envelope.
    • A new signer, #9 with Approver role, will be added to the template. Update this approver with the email you wish to use.
    • The envelope will be routed to the approver’s inbox after receiving all signatures. They will be required to select Approve or Decline. When they select Approve, it will be routed to Schwab for processing.
  5. Add recipients to the envelope by filling out Name and Email in the details. Click Add Recipient to add additional signers. If applicable, signers from your firm should be added first followed by client signers. If you have added an approver (#9) to the envelope, this should be ordered as the last recipient in the list.
    • When adding signers, verify the number assignment to the left of the signer corresponds with the signer type:
      • Advisor Signer – 1 (you will also see a Schwab internal signer #1 for all envelopes to be processed by Schwab)
      • Client Signers – 2-8
      • Approver – 9
    • Each client signer must authenticate before signing. If new recipient is added that does not have authentication details filled out, select Customize in the recipient details and select Add Identity Verification. Enter recipient email and mobile phone number for knowledge based and text message authentication.
  6. Message to All Recipients
    • Customize the email subject and email message received with the DocuSign envelope if desired.
    • Check Custom email and Language for each recipient to change the message individually for each signer.
  7. Click Next.
  8. Complete all necessary fields and tagging. Locate the pages requiring action by your clients. If multiple signers are required on the forms, select the appropriate signer in the drop-down list and then drag and drop the appropriate tag Tooltip to the desired location on the form. This process flags these fields as required so that incomplete forms cannot be submitted. Follow this process for each field the client must sign or complete. Review the forms and send them to your clients.
  9. Click Send.
  10. After clicking to send the envelope in the final screen, if the form requires your signature, you will have the option to Sign Now or later by navigating to your Inbox and choosing to sign at your convenience.
  11. See the What's next? section below after sending.


Option 2: Send Schwab PDF forms for electronic signature using the DocuSign Console

Add Schwab forms in the DocuSign console

  1. Navigate to the forms library on the Account Management page in Schwab Advisor Center and select the applicable form. Click Select and then open in PDF.
  2. Complete all necessary fields.
  3. Save the forms as PDF documents to your desktop or a compatible cloud storage option (Box, Dropbox, Google Drive, or OneDrive).
  4. Navigate back to the Account Management page and select Go to the DocuSign console.
  5. If you are adding pdfs that are not Schwab forms but need to be processed such as blank checks or copies of statements, or Schwab forms that cannot be read by Schwab because they have been flattened via Print to PDF, scanning or updating in browser instead of Adobe, you will have to add a Schwab template to the envelope as well. From the DocuSign console, start an envelope by selecting the Start dropdown and Use a Template. Select Schwab Non-Template Envelope To Process. This form can be added anywhere in the envelope and will be blank except for This form left intentionally blank in the body. No tagging will be on this template. This will ensure these PDFs are brought into Schwab for processing.
  6. Select Upload again to retrieve saved document from your desktop or select one of the cloud storage options (if saved using either Box, Dropbox, Google Drive, or OneDrive). Add the most important documents first. Also, group documents into logical order such as an account open form with its associated supplemental forms right after, followed by the next account open form.
    Important: Advisor forms and agreements for clients can be sent in the same envelope as Schwab forms, but it is best practice to keep separate.
    Note: If a Schwab PDF is uploaded with an associated template, you will get a notification to Select Matching Templates. To use the templated format from Schwab Advisor Center, click APPLY.
  7. To have the envelope sent back to you for review once all signatures are complete, prior to sending to Schwab:
    • In the Add to the Envelope section, add an addition template by selecting Use a Template, browse Shared with Me and search for Advisory Firm Approval. Select this form to add to your envelope.
    • A new signer, #9 with Approver role, will be added to the template. Update this approver with the email you wish to send for approval.
    • The envelope will be routed to the approver’s inbox after all the signers have signed. They will be required to select Approve or Decline. When they select Approve, the envelope will be routed to Schwab for processing.
  8. Add recipients to the envelope by filling out Name and Email in the details. Click Add Recipient to add additional signers. If applicable, signers from your firm should be added first followed by client signers. If you have added an approver (#9) to the envelope, this should be ordered as the last recipient in the list.
    • When adding signers, verify the number assignment to the left of the signer corresponds with the signer type:
      • Advisor Signer – 1 (you will also see a Schwab internal signer #1 for all envelopes to be processed by Schwab)
      • Client Signers – 2-8
      • Approver – 9
    • Each client signer must authenticate before signing. If new recipient is added that does not have authentication details filled out, select Customize in the recipient details and select Add Identity Verification. Enter recipient email and mobile phone number for knowledge-based and text message authentication.
      • If envelopes are submitted without both authentication methods applied, they will be rejected.
  9. Message to All Recipients
    • Customize the email subject and email message received with the DocuSign envelope if desired.
    • Check Custom email and Language for each recipient to change the message individually for each signer.
  10. Click Next.
  11. Complete all necessary fields and tagging. Locate the pages requiring action by your clients. If multiple signers are required on the forms, select the appropriate signer in the drop-down list and then drag and drop the appropriate tag Tooltip  to the desired location on the form. This process flags these fields as required so that incomplete forms cannot be submitted. Follow this process for each field the client must sign or complete. Review the forms and send them to your clients.
  12. Click Send.
  13. After sending the envelope, you will have the option to Sign Now or later by navigating to your Inbox and choosing to sign at your convenience.
  14. See the What's next? section below after sending.
  1. Navigate to the Account Management page and select Go to the DocuSign Console.
  2. In the DocuSign Console navigate to the Templates tab, select Create Template.
  3. Name your template.
  4. Add Documents by selecting Upload and Browse from My Computer and select your Agreement (PDF file format only).
  5. Add Advisor Signer by clicking Add Recipient.
  6. For advisor signers, type Advisor in the Role field and change the order number to 1 on the left. Leave name and email information blank.
  7. Add Client Signers Recipients by clicking Add Recipient.
  8. For client signers, type Client in the Role field and change the order number to 2 for the first client signer. Additional signers should be label Joint and numbered 3-8. Leave name and email blank.
    1. Each client signer must authenticate before signing. Select Customize in the recipient details and select Add Identity Verification. Select Knowledge Based and SMS. Leave phone number field blank.
  9. Message to All Recipients
    1. Customize the email subject and email message received with the DocuSign envelope if desired.
    2. Check Custom email and Language for each recipient to change the message individually for each signer.
  10. Click Next on the bottom of the page, to continue.
  11. In the top left, change the field to Client to tag client fields.
  12. Select the appropriate fields, such as Signature, Full Name, and Date on the left menu and drag them to the desired location on the form.
  13. If applicable, change the field to Joint and repeat the process.
  14. Once completed, click Save and Close.

You can have clients sign your firm's advisor agreements and other forms, but these envelopes will not be returned to Schwab after signature. Your envelope can include both Schwab and advisor agreements, but it is best practice to create separate envelopes for Schwab's and your firm's forms, if your client should sign both types. The following process explains how to create a DocuSign envelope for your firm's agreements and forms.

  • For instructions on setting up the envelope, follow Option 2 instructions in the How to send a Schwab form for electronic signature section above omitting step 6. Schwab Non-Template Envelope To Process does not need to be added, as forms are not going to Schwab.

DocuSign allows you to send advisor-only signed forms to be electronically signed by an authorized agent from your firm and submitted to Schwab for processing. The following process describes how to create a DocuSign envelope for advisor-only documents.

Determine if the desired form has a Schwab template and follow either path:

  • If form has a Schwab template, follow Option 1 or Option 1a instructions in How to send a Schwab form for electronic signature section above.
  • If form does not have a template, follow Option 2 instructions in the How to send a Schwab form for electronic signature section above.

After clicking to send the envelope in the final screen, you will have the option to Sign Now or later by navigating to your Inbox and choosing to sign at your convenience.

Once you have submitted the forms for review:

  • The client will receive an email requesting a review and signature for the forms. After selecting Review Documents in the email, clients will go through the two-step authentication process:

    1. For Knowledge Based Authentication:
      • The signer will be asked to provide their address, last four of their SSN and birthdate
      • The signer will then be prompted to answer 3 personal multiple-choice questions
    2. For Text Message Authentication:
      • The signer is asked to verify the mobile phone number used to receive an access code and then to click Send Text.
      • Within 30 seconds, the signer will receive a text message with the access code to be entered in the Authentication window on their computer.
      • The signer reviews the user agreement and consents to use electronic signatures. They complete the signing process by reviewing documents, updating required fields, and electronically signing the documents.
    3. For Schwab Alliance credentials:
      • The signer will receive an email to authenticate. 
      •  New and existing clients will be asked to enter the access code they received by either text message or phone call. 
      • Once the access code is entered, new and existing clients will be prompted to enter their social security number and date of birth.
      • Existing customers will enter their Alliance credentials then they will be taken to the DocuSign console to sign their envelope. 
      • New clients will be prompted to create their Alliance credentials, then they will be taken to the DocuSign console to sign their envelope.  
         

    Note: If the envelope includes an account application form, your client will be asked to sign a signature card. While not required to open the account, having a hand-written signature on file will ensure prompt processing of future transactions and enable checks or debit cards to be mailed for this account.

  • All signers will receive and email once the envelope is complete to review and download forms.
  • From the DocuSign Console’s Manage tab, advisors can access the status of envelopes by navigating to their Inbox and/or Sent folder on the left-hand rail in the DocuSign console or by navigating to the Status tab within Schwab Advisor Center (Accounts > Activity > Status). 
  • All signatures (client, advisor and reviewers) must be completed within 60 days of the envelope’s creation. Envelopes will expire after this time and must be re-created. Advisors can view expired envelopes at any time.
  • Clients will receive reminder notifications that they have documents to review and sign on the 2nd day and every 7th day after. Unsigned envelopes expire after 60 days. If necessary, you can resend the client notification emails by navigating to the DocuSign Console.
  • Once received, electronic forms are processed by Schwab in the same time frame as paper forms.
  • Completed and signed forms are available on the DocuSign Console under the Manage tab within the Sent folder.
  • If you have questions about using DocuSign, call your service team.

Incomplete envelopes can be accessed by navigating to the Drafts folder on the Left rail in the DocuSign console. These envelopes will be stored for 30 days before expiring in the draft folder.

Select Continue to re-open a previously exited envelope where you last left off or use the dropdown arrow to Delete the draft.

Note: Deleted envelopes are available in your Deleted folder for a short time (up to 24 hours) before they're removed from direct access.

Envelopes awaiting all client signatures can be voided from the Sent folder. Select the dropdown option Void, input the reason for voiding into the text box and click Void to stop the signature process and recall the envelope.

Within the Schwab DocuSign workflow:

  1. On the Review & confirm screen, in the Envelope Submission section, select Our firm needs to review before submitting to Schwab option.
  2. Indicate the reviewer by clicking one of the following options:
    • Me (email notification will be sent to the advisor sending the envelope)
    • Designated approver (email notification will be sent to the chosen approver)
      • Input the First Name, Last Name, and Email address (this can be an individual's email or a distribution list)

Within the DocuSign console:

  1. On the Add Documents to the Envelope screen, click Use a template.
  2. Choose the 2nd option, Shared with Me, to access the list of Schwab templates.
  3. Search, find and select the Advisory Firm Approval template.
  4. The approval form will be added to your envelope and automatically add a 9th recipient labeled Approver.
  5. Type the Name of the approver, choose the delivery method via the dropdown (Email) and input the required contact information.

Can I use DocuSign to have my clients sign non-Schwab forms?
Yes. You can send your own agreements and forms using the DocuSign functionality from the DocuSign Console.

To protect confidentiality, Schwab will not have access to the content of the envelopes created for your own agreements and forms. For envelopes created by advisors, you can view the envelope contents, the sent dates, signer names, and email addresses directly from the DocuSign console. You may create envelopes with both Schwab and non-Schwab forms, but it is best practice to create separate envelopes when possible.

If there are multiple signers assigned to a form, in which order do the signers receive and sign the form(s)?
The order the signers are notified of a document pending signature depends on the order in which you listed the signers when setting up the envelope. Signers will receive an email notification in sequential order after each signer has completed their signing.

If signers have the same email address, make your client aware of who should sign first as signers won't be able to sign in the wrong order. The first signer must sign before the second can access and sign the envelope.

I receive the error "Recipient name is required" after adding all recipients to the envelope, how do I resolve this error?
This error can occur when there are extra boxes for account holder or advisor recipients that are blank. Just delete these boxes with the trashcan (delete) button on the upper-right of the box so that only the completed recipients remain. This will resolve the issue.

If a signer fails the third-party identification process, when can they try to electronically sign a form again?
For security purposes, if the signer fails authentication twice, your best option is to print the forms and obtain a handwritten signature to complete the new account opening process in a timely manner.

If my client makes changes to a form when signing, will I be notified of the changes?
No. Once all signers have completed the signing process, you will not be able to edit any of the information. However, if you have elected to, you'll be able to review the forms prior to submitting to Schwab.

If my client is not able to locate the signer notification email, can I resend it?
Yes. Navigate to the Manage tab inside the DocuSign console. Select your Sent folder and find the envelope needing to be re-sent. Click the dropdown arrow on the far right and select Resend.

The DocuSign email was undeliverable. What should I do?
Confirm you have the client's correct email address. Then, navigate to the Manage tab inside the DocuSign console. Select your Sent folder and find the envelope. The status column will show 'Delivery Failure'. Click Correct on the far right to re-open the envelope, giving you access to update the email for that client. Once updated, proceed through the rest of the steps, and click Correct to resend with the updated email address.

Do I have to create a new DocuSign account to use DocuSign in Schwab Advisor Center if I already have one?
Yes, in order to use DocuSign through Schwab Advisor Center, you are required to create a new DocuSign Account. You will still have access to see envelopes sent via DocuSign in old Schwab DocuSign accounts using the same email address. See below for more details.

What if I am not receiving emails from DocuSign?
The DocuSign console will all users to set their notification preferences. If you are not receiving emails, you will need to verify notifications have been activated. If the top right of the console, click your initials. Go to My Preferences and Notifications. Select all items for which you would like to receive an email notification.