Mutual/Evolve Information

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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. 

• Evolve Guidelines - Working with Mutual

  How do we (the RIA) get in touch with the Mutual Evolve team? Answer: Please go to https://evolve.mutual.group and sign into the Evolve Client Portal. You can submit cases directly to the Mutual Evolve team. If needed, the Mutual Evolve team can be ...

• 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 Rebalance Form

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

• 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 ...