For financial advisors
Email signatures for financial advisors
Advisors need signatures that build trust and carry the right disclosures. Keep it professional and let compliance approve the wording once.
What a good signature includes
Credentials
Show designations like CFP® and your firm affiliation clearly.
Required disclosures
On a paid plan, approved disclosure text is set centrally so nobody edits it.
Privacy-first data
Engagement totals are anonymous and aggregate — never who opened or clicked.
We don't give legal or regulatory advice. Check required wording with your firm's compliance team.
Example
Sample text only — replace every detail, including placeholder numbers, with your own.
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Free signatures include a small "Made with DigiSignature" line. Team-wide disclaimers and banners come with Growth.
