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

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 info > Settings.

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 info > Contact Information.

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 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.

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

You can update your contra account in My Evli under My info > Accounts.

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 info > Accounts. 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 Investing.

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