Evolve Compensation Timeline

Evolve Compensation Timeline

This is the static compensation schedule for Evolve clients.

QUARTER ENDING
DETAILS DISTRIBUTED*
PAYMENT DISTRIBUTED**
ADDITIONAL REQUIREMENTS
March 31
July
July 31

June 30
October
October 31
Signed Annual Compliance Attestation
September 30
January
January 31

December 31
April
April 30


*Internally approved payment details will be distributed approximately 15 business days into the month listed above via the Evolve Case Portal. 
**Payments will begin to be processed on the last business day of the month listed. They can take up to two business days to be reflected in your firm's financial institution.
Any adjustments necessary, credits or debits, will be reflected with the next quarter's payment unless internally approved. 
Annual attestations must be signed and returned or details and payments will be held until they are completed. Notices are sent by Compliance every July.
Any updates to direct deposit information must be completed by an authorized signer and will be subject to verbal verification.

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