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Your Guide to Transitioning to Your New Wealth Solutions Platform

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Your Path to Evergreen 2.0

Welcome to your centralized resource for Evergreen 2.0—a comprehensive transformation of our wealth solutions platform, designed to elevate the way we serve you. This “whole-house remodel” is the result of over two years of thoughtful research, due diligence, and planning by the Evergreen leadership team, and we’re excited to bring this vision to life with you.

This page outlines everything you need to know about the transition, including what to expect, when to expect it, and where your action is required. Our step-by-step transition guide below walks you through the process, including the emails you’ll receive, key milestones, and how we’ll support you at every stage.

While Evergreen 2.0 introduces powerful new technology, expanded investment access, and greater operational independence, the core of who we are remains the same. You’ll continue working with the same trusted advisor and team, committed to your financial goals and guided by your best interests.

We’re proud to move forward on this path, on our own terms, with your experience at the center of it all. Evergreen 2.0 represents more than a platform upgrade; it’s a promise to serve you better now and for years to come.

Warm regards,
Andrew Harris, CPWA®, CEPA®
Founder and President
Evergreen Wealth Solutions

Take Action

If you have received an email notification from Evergreen that your transition is starting, follow the easy step-by-step transition guide for details.

View Transition Guide

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What’s Happening and Why?

Since founding Evergreen in 2015, we have remained committed to making thoughtful, forward-looking decisions rooted in your best interests. Each strategic step including our transition to a Registered Investment Adviser (RIA) has laid the foundation for where we are today: introducing an enhanced client experience through a modernized wealth solutions platform.

What we initially referred to as Evergreen 2.0—our “whole-house remodel” of systems, service, and technology is now being implemented independently of our former infrastructure partner, Commonwealth Financial Network®. While Commonwealth’s recent acquisition has prompted a transition to LPL Financial for many firms, we have chosen a different path. After careful consideration, we have decided not to move forward with that transition, ensuring we maintain full control over the tools, platforms, and providers that best serve you.

This evolution allows us to remain focused on delivering best-in-class investment solutions, advanced technology, and truly personalized service. Our commitment to you remains unwavering and this next chapter positions us to serve you even better.

Explore the New Benefits to You

Fidelity Investments®

Your Evergreen accounts will be held with Fidelity Investments®, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to institutions, financial intermediaries, and individuals. You will benefit from expanded choices to access sophisticated investment solutions and new wealth management possibilities.

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Fidelity benefits include access to

  • You will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity brokerage account.
  • Access to a wide range of products and services that can help us serve the needs of our clients
  • Accounts are carried by National Financial Services LLC, a Fidelity Investments broker-dealer and a member of NYSE and SIPC
  • Broader, more diverse investment options to potentially optimize assets and portfolios
  • Expanded investment universe using alternative investments  
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What’s Changing and When?

  • Evergreen will share your transition time frame via email.
  • Evergreen will send you an email to start the paperwork process via DocuSign.
  • You sign your documents using an approved  e-signature process.
  • Fidelity Brokerage Services processes your account transfer, which typically takes three to five business days. During this time, there is a two-day blackout period. You will not have access to your accounts for money movement, transactions, or visibility for that brief timeframe. Evergreen will closely monitor your individual needs to minimize any disruption throughout the process.

Get to Know Orion, Your New Client Portal

Benefit from using Orion, the best-in-class client portal and Evergreen-preferred mobile application that empowers you to understand your complete financial life. Orion will provide you access to all your Fidelity accounts a comprehensive view of your finances.

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Orion benefits include

  • Consolidate your net worth, financial plans, process, account balances, and performances in a single location, and receive an executive summary from your advisor. 
  • View cohesive reporting of all assets and portfolios, including alternative investments from multiple platforms.
  • Use customized real-time dashboards to showcase what you want to see.
  • Upload, store, view, and send files with Orion’s Document Vault—even on the mobile app.
  • Use integrated tools and analytics to help assess, predict, and plan for your future. 
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What’s Changing and When?

  • As part of Evergreen 2.0, you’ll switch from your current client portal (Investor360°) to Orion.
  • You’ll receive an email from Orion with instructions for setting up your Orion user account.
  • The email will include a temporary password, valid for 24 hours. If you miss the 24-hour window, you can request a new temporary password from Orion.
  • Once you complete the Orion setup process, you can use the portal to view your accounts. Use this client guide for detailed guidance on setting up your account access. 
  • After accounts are transferred to Fidelity IWS, new activity will be viewable on Orion or fidelity.com. 
  • Visit Orion by using the Orion link on this website, or you may bookmark https://login.orionadvisor.com/. 
  • You will still have access to records of your closed accounts in Investor360°. Also, any accounts with Commonwealth named as the custodian will remain active in Investor360°. 

Get to Know Your Fee Changes

To help serve you more efficiently, Evergreen is changing its fee structure and frequency. Advantages of this new process include:

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Benefits of Our New Fee Structure

  • Alignment of investment contributions and monthly budgeting goals 
  • Potential for improved returns 
  • Potential mitigation of market volatility through smaller monthly fees opposed to quarterly
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What’s Changing and When?

  • Fees will shift from a pay-per-transaction structure to a monthly platform fee. 
  • The platform fee rate, calculated based on the value of your portfolio, covers:
      • Transaction costs for investments
      • IRA maintenance fees
  • Fees will be reflected on your account statement.

Evergreen Transition Guide


Easy Transition Guide

Frequently Asked Questions

Why is Evergreen making this transition? 
Will my advisor change? 
Are there benefits associated with this transition? 
Will anything be taken away because of this transition? 
Is Evergreen’s cost structure changing? 
Will this change how or where my money is invested?
When will the transition take place?
What steps should I take ahead of the transition?
Will the transition require any work from me?
What should I do if I don’t receive an email I’m expecting from Evergreen/ DocuSign?
How do I get a fidelity.com username and password?
How do I reset my Fidelity Investments password?
Does Fidelity have a mobile app?
Where can I learn best practices for using the Orion Platform?
What if I forget my Orion password?
Does Orion have a mobile app?
Will I still have access to the original client portal, Investor360°?
You’ve signed your paperwork – now what?

Looking for Additional Help?

If you have questions or concerns about the transition, please refer to the FAQs or contact the Evergreen office.

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