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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 resource for transitioning to Evergreen 2.0, an “entire house remodel” of our wealth solutions platform. The Evergreen leadership team’s two years of research and due diligence have resulted in this transformation, and we are thrilled to take this journey with you.

We recently presented “The Evergreen 2.0 Promise: Building Your Financial Future with Enhanced Capabilities,” a webinar that explains this transition. I invite you to access it anytime to learn more about the story behind the move and what you can expect during your transition. We have created this webpage to expand on the details shared. 

Use the step-by-step guide below for a smooth transition. It explains the four specific emails you will receive, where you need to take action, and the timeline. 

Evergreen 2.0 is helping us evolve how we serve you, but we’re not changing the things that made you choose us in the first place. You will also continue to work with the same trustworthy advisor who helps you achieve your goals and dreams.

We are excited to take this journey together, guided by a single goal: providing you exceptional service with forward-looking solutions. With Evergreen 2.0, your financial future will be well served 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 dedicated to making thoughtful, forward-thinking choices to serve your best interests. Every decision, including our previous transition to a Registered Investment Adviser (RIA), has brought us to this pivotal moment: delivering you a new client experience with a new wealth solutions platform with best-in-class investment and technology options and tools.

Our “entire house remodel” of our wealth solutions platform will transform us into Evergreen 2.0, powered by Continuum, a Commonwealth Financial Network® company that provides a premier experience for fee-only wealth management firms. Commonwealth, our long-term infrastructure provider, affords us access to investment options, wealth management expertise, and technology solutions.

These updates bring exciting benefits to you and us alike. We will continue to be the same firm, committed to serving all your wealth management needs, and you can take full advantage of our expanded capabilities.

Explore the New Benefits to You

Fidelity Institutional Wealth Services®

Your Evergreen brokerage accounts will be held with Fidelity Institutional Wealth Services (IWS), a leading trading, custody, and brokerage services provider. 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

  • The lowest-cost share classes of mutual funds, ETFs, and SMA products
  • Enhanced yield on money markets
  • Direct indexing and tax harvesting to tailor solutions for your wealth stage 
  • Broader, more diverse investment options to 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 by mid-2025. 
  • Evergreen will send you an email to start the paperwork process via DocuSign.
  • You sign your documents using an approved  e-signature process and receive an on-screen confirmation. You can also download and save the documents if you choose.
  • Fidelity Brokerage Services processes your account transfer, which typically takes three to five 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 all your Fidelity IWS 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 a Smarter Investment Strategy

  • A more consistent fee schedule
  • 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
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Watch the Evergreen 2.0 Webinar?

“The Evergreen 2.0 Promise: Building Your Financial Future with Enhanced Capabilities” webinar includes essential details about this transition. The webinar is presented by Evergreen Wealth Solutions’ Andrew Harris, CPWA ®, CEPA ®, Wealth Manager and CEO; Michael Kolb, CFP®, Director of Planning & Investments; and Georgia Potts, Director of Operations. If you require additional information, check the FAQ section of this page or call the Evergreen office.

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, Fidelity, Orion, or Agreement Express?
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 watch the webinar on this page, refer to the FAQs, or contact the Evergreen office.

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