Evolve Client Portal Login Instructions
2. Enter your email address
a. If email is hosted with Microsoft O365:
i. You will be prompted to enter the password you use to access your email for your organization
ii. You will then be required to setup “Multi-Factor Authentication” (MFA)
1. Directions for establishing MFA can be found by going HERE
iii. Once MFA has been established, you will automatically be dropped into the ATP Client Portal Home Page
b. If your email is NOT hosted with Microsoft O365:
i. You will be issued a “One Time Passcode” (OTP) from the system and be required to enter it
ii. You will then be required to setup “Multi-Factor Authentication” (MFA)
1. Directions for establishing MFA can be found by going HERE
iii. Once MFA has been established, you will automatically be dropped into the Evolve Client Portal Home Page
Related Articles
How to Create a Case in the Evolve Client Portal
Website: Mutual Evolve | Home 1) From the Home Page, click on Create a Case in the upper right hand corner of the screen. 2) Type in a relevant subject in the Subject box. You'll notice that when you type a word, if it matches an existing Knowledge ...
Transition Cases - Uploading Client Packet
This article is to be used when you are transitioning your book of business to Mutual and you have been working with the Transitions team. The cases will already be created under the primary point of contact's log in for the transition. Use the below ...
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 ...
Evolve Rebalance Form
Please use the attached form in order to request a rebalance of an account in the Evolve Program. The newest version is 10/14/2025. Please note, we must also have a signed LPOA on file.
Mutual/Evolve Information
Evolve Web Portal: Mutual Evolve | Home Company Website: https://www.mutual.group/ Orion: Login (orionadvisor.com) OR clicking the rocketship under the Evolve Portal Email: Evolve@Mutual.Group Evolve Hotline: 805-702-7222 Tech Number: 805-764-6740 ...