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Evergreen Wealth
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My Account

My Account

High Yield Checking & Savings
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How can I contact Evergreen Wealth?
Where can I find your disclosures?
Who is Coastal Community Bank?
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?
How long does the Dispute process take?
My account may have been compromised, or I have an unauthorized charge. How do I notify you to protect my account?
Why can't I enroll?
How can I close my account?

© 2024 Evergreen.

All rights reserved.

Legal Privacy Center Form CRS Terms of Use

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.

The Evergreen Checking Account earns a variable 4.00% Annual Percentage Yield (APY) as of 01/01/2025 and may change at any time. The Evergreen Savings Account earns a variable 5.00% APY as of 01/01/2025 and may change at any time. You must open both accounts together and there is a $25,000 minimum opening deposit required.

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

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 can be found here on Form ADV Part 2A & 2B and Form CRS.

Brokerage Services offered by DriveWealth, LLC, a registered broker dealer, member of FINRA and SIPC. View the firm’s background on FINRA's BrokerCheck

5540 Centerview Dr Ste 204, PMB 48153. Raleigh, North Carolina 27606-8212 US

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