Mutual/Evolve Information

• Related Articles

• 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 Rebalance Form

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

• 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 ...

• Orion - RMD Information- Verified RMD column or RMD Dashboard

  Your client's RMD can be found in two places: 1. Under the column "202X (whichever year we are in) RMD Value from Product Company". Values there have been verified as accurate by the Evolve Service Team with the carrier. If you do not see a value ...

• Evolve Client Portal Login Instructions

  1. Go to https://evolve.mutual.group 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 ...