Legal

• Terms of Use
• ACH Authorization
• Wire Transfer Agreement
• Electronic Signature Consent
• Tax Certification for US Persons
• Deposit Agreement
• Privacy Notice

• Investment Advisory Agreement
• Customer Relationship Summary
• ADV Part 2A & 2B
• Privacy Notice

• Taxable Brokerage Account Agreements

• Evergreen General Privacy Policy
• Evergreen Wealth Advisors Privacy Notice
• Evergreen Wealth Corporation Privacy Notice
• Coastal Community Bank Privacy Notice
• Drivewealth Privacy Policy

• Social Media Disclosures
• SMS Marketing Terms and Conditions