2026 Compensation Calendar

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• Evolve Compensation Timeline

  This is the static compensation schedule for Evolve clients. Please see further below for the 2026 Compensation Calendar. QUARTER ENDING DETAILS DISTRIBUTED* PAYMENT DISTRIBUTED** ADDITIONAL REQUIREMENTS March 31 July July 31 June 30 October October ...

• Non - Resident Alien (NRA)

  When a client is a Non-Resident Alien, please complete the attached documents. Once complete, please submit with the Non-Brokerage Application.  Forms Enhanced Due Diligence Questionnaire for NRC.07-2014.pdf W8 BEN Form Individual. 07-2017.pdf ...

• Mutual Securities, INC. Form CRS - Customer Relationship Summary - September 2025

  Please find a copy of the Mutual Securities, INC. Form CRS - Customer Relationship Summary - September 2025.

• Client Packet Tips

  When completing a client packet, remember these below tips: * The client should be the one completing the documents and you can advise them on how to complete. * If using DocuSign, we will only accept authentication using Knowledge Base (KBA). * Most ...

• Black Diamond - How to Run Queries in Orion to Import into Black Diamond

  What is Black Diamond? Black Diamond is a wealth platform that has dashboards, does reconciliation, has CRM capabilities and various integrations to help manage your accounts. It is similar to Orion. What is the Purpose of this Article? Since Black ...