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Evergreen Wealth
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Personal Portfolio

Personal Portfolio

What paperwork will I receive?
What fees and costs are involved for Personal Portfolio?
Are there any holding periods or limits to consider?
When will funds be available, or is there a cutoff for making withdrawals from Personal Portfolio?
How do I withdraw funds from Personal Portfolio?
Are there any deposit limits I should be aware of?
I’ve made a deposit: how long does it take my money to be invested?
I need advice as I get started, or have questions- where can I go for help?
Is my account self-directed, or can I make investment decisions?
How are investment decisions made?
Is there a minimum initial deposit for Personal Portfolios?

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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

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.

For clients with a Liquid Treasuries account: Treasury services provided by Jiko Securities, Inc., a registered broker-dealer, member FINRA and SIPC. Securities in your account protected up to $500,000. For details, please see www.sipc.org. The Jiko bank account is offered by Jiko Bank, a division of Mid-Central National Bank. Past performance is not indicative of future results. Jiko Group, Inc. and its affiliates do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. See FINRA BrokerCheck, Jiko U.S. Treasuries Risk Disclosures, and Jiko Securities Inc. Form CRS.

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