Evolve Rebalance Form

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• 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. 

• LPOA for Non-Brokerage Accounts form

  Please use this form to authorize a Limited Power of Attorney (“LPOA”) on account(s) held at a mutual fund, annuity, insurance, or 529 company (“Account(s)”). The form must be signed and dated by the client. It stays in house here at Mutual, but ...

• 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 Direct Deposit Form for Billing

  Please see the attached for in order to establish Direct Deposit for receipt of payment from Mutual. 

• 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 ...