2026 Compensation Calendar

• Related Articles

• 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

  Please also see Client Packet Tips for helpful tips on the Client Packet.

• 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 ...