Help

Select a category below to find an answer to one of our frequently asked questions. You can also use the Site Map to help you navigate this site.

Fund Account Questions

How do I access my institution’s fund accounts online?

Select the “Continue to Account Sign On” link within the Account Access tab. Then from the scrolling menu, select a fund that your firm is invested in and enter the following information:

  • Account Number associated with that fund
  • Taxpayer Identification Number or Social Security Number associated with that account number
  • Password/PIN (personal identification number)

Note: You should only have to log in once to view information for all of your firm’s linked accounts.

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How do I make a wire payment to my institutional fund account?

Direct wire payments to:

Wachovia Bank
Charlotte NC 28288
ABA #053000219
Attn: Evergreen Funds
A/C: 2000001387762
For Further Credit (or FFC): Evergreen fund and account numbers

Please contact Evergreen's Institutional Services Team before wiring funds. Your instructions should include the name of the Evergreen fund, class of institutional shares being purchased and the name of the institution or shareholder.

Contact the Institutional Services Team at 1.800.847.5397. Representatives are available Monday through Friday from 8:00 a.m. to 6:00 p.m. (ET). If you are calling from outside the U.S. and Canada, please dial (+1.) 617.210.3200, ext. 5706.

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Where can I download the institutional account application?

The institutional account application is located within Evergreen’s Literature Library. Select “Applications” from the Literature landing page. If you select the “writeable PDF” version, you will be able to fill out the information online and print a hard copy. However, you will not be able to save the filled-in form to your computer, unless you have the full version of Adobe Acrobat (as opposed to just Adobe Acrobat Reader).

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I’m an individual investor who used to have Y shares and now has I shares. How do I get answers to questions directly related to my account?

Either contact your financial advisor or call Evergreen’s Client Services Team at 800.343.2898. You can also access your account information from the Individual Account Information page within the public section of EvergreenInvestments.com.

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Technical Questions

What browser should I use to view this site?

This site is best viewed on a personal computer (PC) using the latest version of Internet Explorer. If you are accessing your fund account online, you will also need a browser that supports 128-bit encryption. To check your browser setting on a PC, go to your browser’s toolbar and select Help. From the Help menu, select “About Internet Explorer.” The browser cipher strength or encryption should be listed in the informational window.

Download the latest version of Internet Explorer.

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What do I need to access a PDF?

PDF stands for Portable Document Format and is a universal tool for transmitting electronic files. You can access any PDF on EvergreenInvestments.com using Adobe® Reader, which is usually already installed on most machines. Adobe® Reader is provided free of charge by Adobe Systems Inc.

Download the latest version of Adobe® Reader.

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What do I need to access audio and video on EvergreenInvestments.com?

    To access audio and video on EvergreenInvestments.com, your computer must be equipped with the following:

  • A sound card with speakers or headphones
  • Windows 95/98/NT or later
  • A 56 k/second Internet connection or higher
  • Windows Media Player and 10 megabytes of free disk space

Download the latest version of Windows Media Player.

 

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