Evli fees and price list 2026: equity savings account, trading and funds
In October 2026 Evli charges 0.05%, min. €7, on Helsinki share trades and at least €3/month + VAT for custody. Evli is above all a wealth manager, and the management fee of its Enhanced index funds is 0.65%.
Not investment advice. Investing involves risk. Pankkitutka compares costs and does not recommend individual investments or service providers. The value of investments can rise and fall, and you can lose the money you invest.
Evli trading costs
| Market | Price | Details |
|---|---|---|
| Helsinki exchange | 0.05%, min. €7 | Telephone order +€20. The cost of currency exchange was not specified on the service fee page. The prices have no fixed expiry date. |
| US (NYSE, Nasdaq) | 0.12%, min. €20 | The price is in euros. |
| Nordic and other markets | see details | Stockholm and Copenhagen: 0.12%, min. €20. |
| Currency conversion | not available | The currency conversion markup applies to trades in a foreign currency. |
The price in the table is the ordinary price paid by a customer who trades rarely. Calculate your own cost with the cost comparison calculator.
Equity savings account
| Fact | Value |
|---|---|
| Offered | not available |
| Monthly fee | not available |
| Opening fee | not available |
Evli's service fee page does not mention an equity savings account, and Evli is not on the Financial Supervisory Authority's interim list (updated 2021).
Read the rules, taxation and comparison on the page equity savings account.
Book-entry account and custody
Custody: not available. Monthly fee: €3.77.
Finnish and Swedish securities 0.01%/year of value, minimum €3.00/month + VAT 25.5% (about €3.77/month). Foreign (e.g. USA) 0.10%/year, min. €3.00/month + VAT; other countries 1.00%/year. The form of custody (owner or nominee registration) was not specified on the pages checked. Account transfer to Evli is free of charge. Evli's services focus on Private Banking (over €300,000) and digital wealth management (from €10,000).
Funds and ETFs
| Fund | Cost | Type of cost | Notes |
|---|---|---|---|
| Evli Atlas Europe Enhanced Index | 0.65% | management fee | Enhanced index fund, management fee for private customers. |
| Evli Atlas USA Enhanced Index | 0.65% | management fee | Enhanced index fund, management fee for private customers. |
Most Evli funds have no subscription fee (exception Evli Emerging Frontier 2%). Smallest monthly saving or investment: €50.00. You can save in mutual funds from €50/month.
ETF monthly saving: not available. No information on ETF monthly saving. Fractional shares: not available.
Compare funds on the page index funds.
Taxation and reporting
Evli reports your sales to the Tax Administration, and the information is pre-filled on the tax return. Acquisition details may still be missing. Service in Finnish: yes. Read taxation of foreign brokers.
Investor protection
As a Finnish investment firm it is covered by the Investors' Compensation Fund: up to €20,000 if the customer's assets cannot be returned (Financial Supervisory Authority). Mutual funds are not covered by the compensation fund. Read also about the deposit guarantee: the deposit guarantee and the investors' compensation fund are different things.
The good and the bad
The pros and cons below are based on Pankkitutka's price data.
Pros
- Pro: Cheap Helsinki brokerage 0.05%, min. €7
- Pro: No subscription fee in most funds
Cons
- Con: Custody fee about €3.77/month
- Con: On foreign trades min. €20
- Con: The 0.65% fee of the Enhanced index funds is high for an index fund
Read also
- Investment services compared
- Equity savings account: comparison, costs and taxation
- Investing for beginners
- Evli private banking and wealth management
- Savings rates (compare with deposits, which are covered by the deposit guarantee)
Other providers
Sources
- Evli: Palvelumaksutretrieved 16 October 2026
- Evli: Enhanced-rahastotretrieved 16 October 2026
- Evli: Etusivu (palvelut yksityishenkilöille)retrieved 16 October 2026
- Finanssivalvonta: Osakesäästötilipalvelun tarjoajat (väliaikainen lista, päivitetty 17.5.2021)retrieved 16 October 2026
- Finanssivalvonta: Talletusten ja sijoitusten suoja (päivitetty 22.5.2025)retrieved 16 October 2026
- Verohallinto: Vuosi-ilmoitus arvopapereiden ostoista ja myynneistä, täyttöohje 2026retrieved 16 October 2026
Data checked 16 October 2026. Check the current prices and terms with the provider.
Frequently asked questions
What does trading at Evli cost?
In October 2026 Evli brokerage fees: Helsinki exchange 0.05%, min. €7; US: 0.12%, min. €20; currency conversion not available. Telephone order +€20. The cost of currency exchange was not specified on the service fee page. The prices have no fixed expiry date. Check the current price list with the provider.
Does Evli offer an equity savings account?
In October 2026 the offer could not be confirmed from the provider's own pages. Evli's service fee page does not mention an equity savings account, and Evli is not on the Financial Supervisory Authority's interim list (updated 2021).
Does Evli report trades to the Tax Administration?
In October 2026 Evli reports the customer's securities sales to the Tax Administration and the information is pre-filled on the tax return. Acquisition details may still be missing, so check and complete them.
What do the index funds at Evli cost?
In October 2026 costs of Evli index funds: Evli Atlas Europe Enhanced Index 0.65% (management fee); Evli Atlas USA Enhanced Index 0.65% (management fee). Ongoing charges and a management fee are not directly comparable.