FAQ
Below you will find answers to the questions most frequently asked by private persons concerning their client relationship with Evli. If you represent a company, please contact our Investor Service at +358 9 4766 9701 (Mon–Fri 9.30 am. - 4.30 pm.) or info@evli.com.
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Please contact our Investor Service, tel. +358 9 4766 9701 (weekdays at 9.30 am. to 4.30 pm. Finnish time).
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A phone code is a 4-digit code that you need in order to do business over the phone with the Investor Service. You will receive a phone ID when you open a client relationship and you will see it in My Evli under My info > Settings.
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You can update your contact information in My Evli under My info > Contact Information.
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Evli has a legal obligation to identify and know the client, find out the origin of the client’s assets and their intended use, and to obtain sufficient information on the client’s investment experience and knowledge. If necessary, we ask the client to provide additional information or we check whether the information is up-to-date. The information must be checked and updated at 2-year intervals.
Update the information in My Evli under My information & reports > Investor information.
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Securities’ custody reports, fund unit reports, transaction documents and bank statements are collected together in My Evli under My Wealth > Reports. Reports are kept in My Evli for at least five years. They can also be printed or saved.
Evli does not send reports by post.
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You can update your contra account in My Evli under My info > Accounts.
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New client
If you are not yet an Evli client, open a client relationship by identifying yourself by using your personal online banking codes and selecting Trading service as the service level. Open a client relationship
Current client
Log in to My Evli and open a book entry account under My info > Accounts. Select Open trading and follow the instructions.
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New client
If you are not yet an Evli client, open a client relationship by identifying yourself by using your personal online banking codes and select Mutual fund client as the service level. Open a client relationship
Log in to My Evli online service and select Investing > Funds. Choose the appropriate fund. On the fund's presentation page, under Start monthly fund saving, you can make a savings agreement.
Current client
Select a suitable fund in My Evli under Investing > Funds. On the fund's presentation page, under Start monthly fund saving, you can make a savings agreement.
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