> ## Documentation Index
> Fetch the complete documentation index at: https://docs.endaoment.org/llms.txt
> Use this file to discover all available pages before exploring further.

# Advisory Firm Onboarding

> Orientation, compile documents, and sign agreements.

<Warning>
  **New to Endaoment?** If you haven't spoken with our team yet, you won't have a DocSend data room.
  Get started with the [advisor onboarding process](/advisors/onboarding/advisor-onboarding-process).
</Warning>

## Begin by accessing your DocSend Data Room

You'll receive a personalized DocSend data room link to manage all documentation. This secure platform allows you to:

* Upload required documents
* Download reference materials
* Track submission status
* Communicate with our onboarding team
* Sign documents electronically & securely

## What we'll need from you:

☐ Send **Investment Management Agreement and Brand Assets** via DocSend data room

☐ Complete & upload omnibus **[Investment Policy Statement Sample](https://www.dropbox.com/scl/fi/wj53f4tdhp2o0zof21yeo/Endaoment-DAF-Advisor-Managed-Portfolio-IPS-Sample.docx?rlkey=10by52ywjnqtrgsvs4yrtvn3p\&st=70fems5z\&dl=0)** or use your own template via DocSend data room

☐ Download & Review the **[Endaoment Diligence Packet](https://www.dropbox.com/scl/fo/3ok1y8hg32ri0d5j03msj/APQZojFVU9zOqhLwB_OyN2M?rlkey=x3lr57swx66j2okkm1k4motai\&st=pxtv6r1n\&dl=0)** also in your DocSend data room

☐ Review our **[Fees, Governance and Legal](http://docs.endaoment.org/governance)** documentation online

☐ Send any **compliance questions and documentation requests** to [advisors@endaoment.org](mailto:advisors@endaoment.org)

☐ Send an executable version of your **Master Service Agreement** via DocuSign to [admin@endaoment.org](mailto:admin@endaoment.org) using the entity signer info in the DocSend data room

We'll notify you once onboarding is complete via email, whereby we can begin creating your clients' donor-advised funds (DAFs).

## What's Next?

Once onboarding is complete, you can begin [Step 2: DAF Creation & Client Onboarding](/advisors/onboarding/step-2-daf-creation-and-client-onboarding) to start creating DAFs for your clients.