Watch the video for fast, easy setup, and learn more about the platform below.
Watch videoYou’ll receive an email from hello@altruist.com inviting you to setup your Altruist account.
Accept your invitation and create your Altruist username and password.
Log in to Altruist and follow the recommended next steps provided by your advisor.
Use Altruist’s functionality on-the-go with an intuitive mobile experience.
Review our collection of educational videos to get more out of the Altruist client portal.
Learn about the data, infrastructure, and employee-focused safeguards we use to protect tens of thousands of clients against bad actors.
We adhere to rigorous internal practices and business standards to ensure the safety of client assets.
