Effective as of November 20, 2024
Evergreen Wealth Corporation is a financial technology company, not a bank. Banking services, including the Evergreen High-Yield Checking and Savings Accounts, are provided by Coastal Community Bank, Member FDIC. Deposits are FDIC-insured up to $250,000 per depositor through pass-through insurance at Coastal Community Bank, Member FDIC, if certain conditions have been met. FDIC insurance only covers the failure of an FDIC-insured bank. The Evergreen Visa Debit Card is issued by Coastal Community Bank, pursuant to licensing by Visa U.S.A. Inc.
Evergreen Wealth Advisors, a wholly-owned subsidiary of Evergreen Wealth Corporation, is a registered investment adviser with the SEC. Registration does not imply a certain level of skill or training. More information about Evergreen's investment advisory services, Form ADV Part 2, and Form CRS can be found here.
Evergreen Wealth Advisors Corporation and Evergreen Wealth Corporation (collectively, “Evergreen”) participates on social media platforms to inform and educate about investing, personal finance, and provide information about Evergreen products and services. If you’re an Evergreen client and have questions about your account or need assistance with an account transaction, please call us directly at +1 (888) 884-0557, email us at clientservice@evergreenwealth.com, or visit www.evergreenwealth.com.
All investing involves risk, including the possible loss of principal and past performance does not guarantee future performance. Evergreen does not provide tax, legal, or accounting advice. Information stated is not intended to provide nor should it be relied on for tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in transactions.
The content provided via Evergreen’s social media accounts is for informational purposes only and this material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy.
Third-party content, comments, or replies on Evergreen social media are the responsibility of the submitter and do not reflect Evergreen’s views or guarantee future results. Such content is shared to provide additional perspective and should not be seen as an endorsement or testimonial of Evergreen’s services, products, individuals, or viewpoints. Evergreen does not provide direct or indirect compensation to third parties for posting, commenting, or liking content.
Evergreen reserves all rights to block any user or follower who posts content that is deemed inappropriate or offensive, or content that constitutes spam, advice, a recommendation, or an advertisement for securities, products, or services, or that is otherwise promotional in nature. Evergreen also reserves all rights to block users or followers whose posts, tweets, or retweets contain offensive or inappropriate content or serve as promotional sites. Any opinions expressed by our users or followers are those of the persons submitting the comments and do not represent the views of Evergreen.
Privacy and Safety
Evergreen is also not responsible for the terms of use or privacy or security policies of any social media sites, and you use such sites at your own risk.
Please understand that Evergreen has no control over how third-party social media sites use the information you share. Whenever you engage with any social media channels, you should be familiar with individual social media site privacy/security policies and how site account settings work. Remain aware of how your information may be displayed and used throughout the site. For your own security, you should never communicate any personal or account information on any social media site.
To learn about how Evergreen may use information you provide, please see Evergreen’s Privacy Center here.