Stop and check before you click

Not Sure If That DocuSign Email Is Legit?

Watercolor of my watercolors by Cass Grange

August 2025

Greetings!

You're already careful with your personal information—but as cybercriminals get more sophisticated, we want to help equip you with the tools to stay one step ahead. When it comes to electronic documents, especially those sent via DocuSign, here are two simple but effective ways to protect yourself:

1. Access DocuSign Documents Cautiously

Instead of clicking the link in an email, go directly to www.docusign.com and select “Access Documents” from the top-right menu. (See image below where it's circled in red.)

Then, in your email from DocuSign, scroll to the bottom and locate the section titled “Alternate Signing Method.” There, you’ll find an access code. Copy that code and paste it into the field on the DocuSign website (see image below) to securely access your document—without risking a malicious link.

2. Use Multi-Factor Authentication (MFA)

Protecting your email account is essential, especially since so much sensitive information flows through it. Enabling multi-factor authentication (MFA) adds a powerful layer of security. With MFA, even if someone obtains your password, they won’t be able to log in without also entering a code sent to your phone or authentication app.

If MFA isn't already set up on your email account, we recommend enabling it and updating your password as part of the process. It’s one of the most effective steps you can take to safeguard your digital life.

Helpful Links:

We’ve included links below for setting up MFA on some major email providers.

As a reminder, we will always separately notify you via email or a phone call when sending any DocuSign request from Fidelity or RIA Innovations. If you're ever unsure whether a document or email is legitimate, don’t hesitate to reach out to us directly by phone or email. We’re here to help.

Sincerely,

Megan, Bleckley, and Cass

Instructions for adding MFA to your email account -

Apple/Mac

Gmail

Yahoo

The above links are provided for your convenience and will lead you to a website that is not managed or associated with Watercolor Financial. By accessing and using this website, you understand that Watercolor Financial (“we”) cannot guarantee that the website, or any content on it, will always be available or uninterrupted, we are not liable for any damages or losses arising from your use of the website, we do not guarantee the accuracy, completeness, or timeliness of the information on the website and we are not responsible for the content of any external links on the websites.

Watercolor Wins!

The Watercolor team and our fabulous spouses celebrated $200mil in assets under management with a game of Top Golf.

Tom Moe won with Megan and Cass tied for last place. Cass was happy to break 200! Go Team!

Access your reports - Visit our web page for links to Fidelity (for access to statements and tax documents) and to the Orion portal (for access to performance reports and billing statements): Watercolor Financial website.

Q3 2025: Quarterly Market Guide

Please review this quarter's market guide by clicking here. We encourage all of our clients to review the market guide written by Rafael Villagran, CIO of Genesia Investments and investment consultant for Watercolor Financial.

ADV 2A Firm Brochure | Form CRS

Investment advisory services offered through Watercolor Financial, a registered investment advisor. Past performance is not a guarantee of future results. This message contains confidential information and is intended for the recipient. If you are not the intended recipient you are notified that disclosing, copying, distributing, or taking any action in reliance on the contents of this information is strictly prohibited. Email transmission cannot be certified to be secure or error-free as information could be intercepted, corrupted, lost, destroyed, arrived late or incomplete, or contain viruses. The sender therefore does not accept liability for any errors or omissions in the contents of this message, which arise as a result of any email transmission sent or received. This is not a solicitation for investment advice. The contents herein should not be construed as an offer or solicitation for tax, legal or investment advice. Watercolor Financial can only provide investment advice in states where it is registered or exempt from registration. If verification is required, please request a hard-copy version. Certain information contained herein may have been obtained from third-party sources and such information has not been independently verified by Watercolor Financial. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Watercolor Financial or any other person. While such sources are believed to be reliable, Watercolor Financial does not assume any responsibility for the accuracy or completeness of such information. Except where otherwise indicated, the information contained herein is based on matters as they exist as of the date of preparation of such material and not as of the date of distribution or any future date. Recipients should not rely on this material in making any future investment decisions.