FAQs

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.

No, Evati does not have any account minimums.

You can open only one account.  However, within that account you can establish many goals.

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

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