Mutual Evolve

Communications

    New Invoice Details Online


    The new Invoices page provides access to invoice details for RIAs, but is only accessible to users who have been authorized to receive invoice detail information for their firm. Any new access will need to be requested through the Evolve Service team by an authorized individual for the firm (someone listed on the ADV Part 1, Schedule A).




      Insurance Solutions Desk

      The Insurance Solutions Desk makes it simple to incorporate fee-based annuities into your planning and investment strategies, no broker/dealer affiliation or insurance license required.

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      Our team delivers objective case design and comprehensive back-office support, including:

      • Customized illustrations aligned with your client’s goals

      • Carrier coordination and thorough due diligence

      • Seamless, end-to-end implementation support

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      If you’re exploring how fee-based insurance solutions could enhance your client offering, we’re here to help. Connect with the Insurance Solutions Desk or submit a Fee-Based Insurance or Annuity Proposal Request to get started.

        Important Reminder

        • Please remember to check whether your client accounts are “in good order (IGO)” in our system. You can confirm this by either referencing your cases or by going into the Evolve Orion database to the field in Portfolio Audit called Account Status.

        • - If it’s “IGO”, that means the Mutual paperwork we received is acceptable.

        • - If it’s “NIGO” there should be a reason in the Account Status Notes field. Accounts with a NIGO status will not be included in your firm’s billable AUM (if applicable).

        • If you are not clear on how to view these accounts in the Evolve Orion database, please visit the How to View Accounts in Orion using Portfolio Audit Knowledge Base article.

        • The Evolve Service Team is more than happy to help address any missing information. 


          Docusign: Knowledge-Based Authentication (KBA)

          This serves as a reminder that Mutual requires the use of Knowledge-Based Authentication method for any investor-related paperwork that is signed via DocuSign. Knowledge-Based Authentication (KBA) verifies a client's identity through a series of credit-linked questions that confirm their identity. Other authentication methods within DocuSign, such as SMS, are not accepted without prior written authorization from Mutual Securities’ Compliance. This may be granted in the event that an investor client fails KBA multiple times. Other electronic signature methods, such as Box or Adobe are not accepted. Any envelopes received prior to April 20th with SMS will be accepted, but any received after will be rejected. 


            2025 RMD Value

            Your client’s 2025 RMD value can be located on the RMD Dashboard in Mutual's Orion database. It will be located under the column “2025 RMD Value from Product Company.”  Values listed here have been verified as accurate by the Evolve Service Team. If you do not see a value listed, please submit a case to the Evolve Service Team.


            Some product companies have not generated this information yet, so requests will be fulfilled as information is made available.


            NOTE: RMD information for inherited IRAs is provided on a best efforts basis, and will need to be requested individually from the Service Team.


              Best Practice Tip

              Please remember to indicate in your case where funds are to be drawn from when requesting a Mutual Fund distribution.  You can locate the assets in the account on Orion by right clicking on the account and selecting Assets.


                Carrier Fun Fact

                The following Carriers all require the contract owner to sign an authorization form allowing Mutual to submit Reallocation/Rebalancing requests on the client's behalf

                • Equitable
                • Nationwide
                • Prudential/Foretitude
                • Talcott
                • Venerable
                • Voya

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