Our Client Service and Advisory team can help with deposits or funding by wire or account transfer, should you need to transfer securities or assets from a brokerage account. There are no limits for funding via wire or by account transfer from a brokerage account (known as an ACAT transfer.) Please reach out to our team at clientservice@evergreenwealth.com, by phone at 1-888-884-0557or via chat for personal assistance.
For ACH deposits from linked accounts, there is a $100,000 daily limit and a $250,000 funding limit. If additional funds need added, please utilize wire transfer.