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Taxable Brokerage Account Agreements

Taxable Brokerage Account Agreements

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Drivewealth BATS Market Data Agreement
Drivewealth Cash Management Disclosure
DriveWealth Customer Agreement
DriveWealth Limited Purpose Margin Account Agreement
DriveWealth NASDAQ Subscriber Agreement
DriveWealth NYSE/AMEX Subscriber Agreement
DriveWealth Terms of Use
DriveWealth Trading Disclosure

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Legal Privacy Center Form CRS Terms of Use

Evergreen Wealth Corporation is a financial technology company, not a bank. Banking services 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.

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 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.

All Brokerage and Clearing services are provided by, and securities are offered through, Apex Clearing Corporation, DriveWealth LLC, and Interactive Brokers LLC. All brokerage firms are Registered SEC, FINRA broker dealers and members of SIPC. View each firm’s background on FINRA's BrokerCheck

All investing involves risk, including the possible loss of principal and past performance does not guarantee future performance. The information 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, Evergreen Wealth Advisors, and Coastal Community Bank do 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.

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