Frequently Asked Question

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 (0)9 4766 9701 (Mon–Fri 9.30 a.m. - 4.30 p.m.) or info@evli.com.

How do I get new My Evli codes?

If you can’t find your old codes

Get new codes by identifying yourself with your personal banking codes (e.g. Nordea).

Get new My Evli codes

If you need new codes

If your agreement has not been updated for two years, or if you do not yet have My Evli codes, you can get them by updating your service package and agreement. There is no charge for the My Evli codes.

Do the following:

1. Identify yourself by using your personal online banking codes
2. Select the service level: Update current service package
3. Fill in your client details and accept the agreement terms
4. You will receive My Evli codes

Update agreements

Why don’t My Evli codes work?

Your My Evli codes or your agreement are out-of-date.

Do the following:

1. Identify yourself by using your personal banking codes.
2. Select Update current service package.
3. Fill in your personal details and follow the instructions.
4. You will receive My Evli codes.

Update agreements

What is a confirmation code?

Confirmation codes are required to confirm various orders in My Evli, such as money transfers, fund subscriptions and share transactions.

Get confirmation codes

What is a phone code?

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 information & reports > Client information.

How can I update my contact information?

You can update your contact information in the following ways:

Update your information in My Evli under My information & reports.

Log in by using your personal banking codes (e.g. Nordea) and update your contact information.

Log in

Why must the Investor Information be updated every 2 years?

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

I need a report, where can I find it?

Securities’ custody reports, fund unit reports, transaction documents and bank statements are collected together in My Evli under the My information & reports section. 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.

How do I change my external bank account (contra account)?

You can update your contra account in My Evli under My information & reports.

I want to open a book entry account, what do I have to do?

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 information & reports > Client information. Select Open trading and follow the instructions.

I want to make fund investments every month, what do I have to do?

New client

If you are not yet an Evli client, select the fund in which you want to save every month. Click Invest on the fund presentation page. We will identify you by your personal banking codes.

Current client

Select a suitable fund in My Evli under Investing > Funds. You can make a savings agreement on the fund presentation page. You will see the existing fund savings agreements under My portfolio > Fund saving.

I want to terminate my client relationship, what do I have to do?

You can request termination of your client relationship in My Evli under the My information & reports section. Select Terminate client relationship and follow the instructions. First make sure that you no longer have any holdings in Evli.

Please notice that we will debit possible service charges when we terminate the client relationship. We will transfer the money automatically to your contra account.

What is FATCA?

Evli is obliged to collect information required for taxation because Finland has signed an agreement under the Foreign Account Tax Compliance Act (FATCA) with the USA. The agreement obligates Finnish banks and other financial institutions to identify their US clients and report the information on these clients’ investments and deposits to the US tax administration, the Internal Revenue Service (IRS).

The reporting takes place through the Finnish Tax Administration. For clients, this involves answering a few additional questions whose purpose is to determine the client’s residence for tax purposes.

Read more from The Federation of Finnish Financial Services website (in Finnish)

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