Evolve Direct Deposit Form for Billing

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• Evolve Rebalance Form

  Please use the attached form in order to request a rebalance of an account in the Evolve Program.

• Release of Information Form

  Please complete the ROI and submit with the Non-Brokerage Application. The purpose of the ROI form is to release account information and other financial and personal data to you as the RIA. 

• Evolve Guidelines - Account Servicing

  Can I (the Advisor) still service the accounts? Answer: By virtue of the fact that an Advisor is no longer a registered representative, they are no longer able to directly service the accounts. Either the end investor would need to contact the ...

• Evolve Guidelines - Account Access & Reporting

  How will a client get access to their accounts? Answer:  Clients will continue to receive monthly/quarterly account statements directly from the respective product company. At any time, they can contact the company directly for any/all ...

• Corporate/Non-Corporate Resolution Authorization Form

  For any Corporation, Partnership, Sole Proprietorship, Non-Profit, and LLC. accounts we will need the Corporate/Non-Corporate Resolution Authorization Form completed. This Form is used to name the individuals who are authorized to act on behalf of ...