1. General (2)

Our offices are open 9:00 am – 5:00 pm EST.

We will try to respond to you as soon as possible but no later than the next business day.



Category: 1. General

You can contact us using the following options:

  1.  Email us at [email protected]
  2. Call us at 888-EVATI-75.  Our office hours are 9:00 am – 5:00 pm EST



Category: 1. General

2. My Account (5)

No, Evati does not have any account minimums.

Category: 2. My Account

We support one account per customer. However, within that account you can establish many goals.

Category: 2. My Account

Your account usually takes 1 business day to be opened and another 1-2 business days for your bank account to be linked.

Category: 2. My Account

Currently we offer Individual brokerage accounts but will be adding Retirement and Custodial accounts in the near future.



Category: 2. My Account

Select Tools from the menu across the bottom of your screen and then select Secure Document Upload.  Within the Secure Document Upload you can upload a photo or scan of the required information.

Category: 2. My Account

3. My Goals (4)

Yes, in your Dashboard you can add a new Goal.  By selecting an existing Goal, and then going to the bottom of the settings view within that goal, you can make changes or delete the goal.

Category: 3. My Goals

Yes, when determining a recommended investment strategy for each goal, we look at the time horizon and dollar amount of the individual goal as well as your overall risk preferences. To learn more about how to invest in stocks, see a recent article on this topic in our Inspire blog.

Category: 3. My Goals

Yes, please see the guidelines below for how the goal date is used in determining which investment strategy may be recommended. Other factors in our evaluation and goal setting process may lead to a different recommendation for a specific customer.

Goals less than 1 year       ->  Short Term Reserves

Goal of at least 1 year       ->   Income Focus

Goals of at least 3 years    ->   Income and Growth

Goals of at least 5 years    -> Balanced Growth

Goals of at least 10 years  ->   Growth Focus

Goals of at least 15 years  ->   Aggressive Growth     



Category: 3. My Goals

Yes, as an example, goals with a target amount of under $500 are held in an interest bearing cash account. 

Category: 3. My Goals

4. Banking (4)

When you successfully complete the automated process to connect your Bank, you can make a transfer almost immediately (although occasionally the auto-linking process can take up to 1-2 business days).  If you must enter your bank routing number and bank account number, two micro-deposit transactions will be sent to you to verify.  The micro-deposit transactions will take 2-3 business days to be received into your bank account.  Once you see them, just confirm both amounts back in your Evati account by selecting Settings and then Banks.

Category: 4. Banking

Only one bank account can be linked per Evati account.

Category: 4. Banking

No, we do not allow a third party bank account to be linked to your Evati account.  To link a bank account to your Evati investment account, you must use an account that you have personally opened and that has the same name on the account as on your Evati investment account.

Category: 4. Banking

As soon as we receive information from your bank regarding the issue, we will let you know.  Usually it takes about 4-5 business days to receive this detail from banking institutions.

Category: 4. Banking

5. Fees (2)

For accounts under $5,000, a $1.00 monthly fee is charged on the last business day of month.  For accounts over $5,000, an annualized fee of 0.25% of the total assets in the account is charged on a monthly basis (so as an example, for an account with a month end balance of $6,000, Evati would charge $1.25 for that month).

Category: 5. Fees

No, Evati never charges a per trade commission fee.

Category: 5. Fees

6. Security and Safety (2)

Evati and our partners employ the highest standards for guarding your personal and financial information.  We employ encryption in all data transmissions. Additionally, your communications with Evati are protected with SHA-2 encryption via an extended verification certificate.

Your brokerage account is insured through SIPC (Securities Investor Protection Corporation).  SIPC insures both your cash and securities in your brokerage account.  SIPC insures up to $500,000 in assets of which $250,000 can be in cash.  SIPC protects against a financial failure of a member firm but not against declines in the value of your portfolio.

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