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1

Wait for the desk to review your configuration

We’ll email you once the desk has reviewed your configuration, usually within 48 to 72 hours. Your progress is saved, so you can choose Save & Exit and come back later.
SMA Review showing In review
2

Sign the agreement

When the step shows Approved, choose Review and sign the agreement and sign in DocuSign. Once you’ve placed all your signatures, DocuSign brings you straight back.
Your agreement is ready to sign, with Review and sign the agreement
3

Continue to Credentials

Once the step shows Agreement signed, choose Continue to go to Step 4: Credentials. We countersign the agreement separately and email you when your executed copy is ready to download from Settings → Agreements.
The desk may ask for changes if it finds an issue with the configuration or recommends different settings: the step shows what to update, and SMA Review troubleshooting explains how to resubmit. In some cases we can’t take the account on, for example if your fee tiers are above the strategy’s requirement or the allocation is beyond our current capacity. If you have any concerns, please email support@blockhouse.capital.