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Evergreen Wealth
FAQs

FAQs

My Account

How can I contact Evergreen Wealth?
How do I link an account?
How many accounts can I link?
Where can I find your disclosures?
If I need more help, how do I reach Client Service?
How do I update my address, phone number, or email address on my account?
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Transfer Funds

Wire Transfers

Having trouble linking an account?
Are there any deposit or withdrawal limits?
When will my funds be available, for both deposits and withdrawals?
Is there a cut-off time to send ACH’s?
If I make an ACH withdrawal, how long will it take for funds to be received in my bank account?

Passkeys

What is a Passkey?
How can I add an additional Passkey?
I can’t get my Passkey to work - may I set up a password, or use another method?

Statements

How do I view statements?
What statements will I receive?

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Evergreen Wealth Advisors, a wholly-owned subsidiary of Evergreen Wealth Corporation, is a registered investment adviser with the SEC and is solely responsible for providing investment advisory services to its clients. 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.

INVESTMENTS IN SECURITIES ARE NOT DEPOSITS, NOT INSURED BY THE FDIC, NOT BANK GUARANTEED, AND MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL.

All Brokerage and Clearing services are provided by, and securities are offered through, Apex Clearing Corporation and Charles Schwab & CO., INC. All brokerage firms are Registered SEC, FINRA broker dealers and members of SIPC. View each firm's background on FINRA's BrokerCheck.

Investment Advisory Services offered through Evergreen Wealth Advisors.

Evergreen.ai is an artificial intelligence tool offered through Evergreen Wealth Corporation. Use of Evergreen.ai does not constitute an advisory relationship with Evergreen Wealth Advisors.

All investing involves risk, including the possible loss of principal and past performance does not guarantee future performance. The content provided 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.

Evergreen Wealth Corporation and Evergreen Wealth Advisors do not provide tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in transactions.

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