Mutual Evolve | Knowledge Base

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Mutual Evolve
The knowledge base for Mutual Evolve.

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Evolve Contact Sheet
Please see the attachment for Evolve's Contact Sheet. This is to be used when you would like to request access to the Evolve Client Portal and Orion for new employees of your firm. Please upload this in a case to our Technology team.
Brighthouse Client Transaction Authorization Guides
Brighthouse Financial is now allowing clients to authorize certain transaction be performed on their behalf. They must log into their Brighthouse account and provide this authorization through the website. Please see the Advisor Communication, the ...
Client Packet
Please also see Client Packet Tips for helpful tips on the Client Packet.
Evolve Compensation Timeline
This is the static compensation schedule for Evolve clients. Please see further below for the 2026 Compensation Calendar. QUARTER ENDING DETAILS DISTRIBUTED* PAYMENT DISTRIBUTED** ADDITIONAL REQUIREMENTS March 31 July July 31 June 30 October October ...
2026 Compensation Calendar

Popular 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 ...
Requesting 529 or Mutual Fund account Withdrawals
In order to avoid withdrawal requests for monies from 529 or mutual fund accounts being NIGO, please be certain to detail how much money is to come from which fund. In a few cases, a 529 may be invested in an age-based selection; ie just have one ...
Firms that will or will not allow Docusign on Forms
Nationwide - YES Equitable - NO Jackson - YES John Hancock Life - NO John Hancock 529 - NO Transamerica - NO Touchstone Funds - NO Pacific Life - NO NEST 529 - Yes with E Summary American Fund/College America - YES Allianz - YES Prudential/Fortitude ...
2026 Compensation Calendar
Certification of Medallion Signature Guarantee Form
The Certification of Medallion Signature Guarantee form is required to be submitted with all requests for Mutual Securities, Inc. (“MSI”) to provide a Medallion Signature Guarantee stamp on transaction related paperwork. An Adviser may request a ...

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