Altruist Cash
Give clients an attractive yield on cash without sacrificing visibility into their financial picture.
See if you’re a fit Get started for free*
We strive to offer the most competitive yield in the industry so that Altruist Cash is an easy recommendation for fiduciaries.
With no balance minimums or annual fees*, any client can benefit from the value of higher yields on their cash.
More data in one place makes cash management easier for advisors and simpler for clients.
A highly competitive yield right within an Altruist account means advisors no longer have to push clients to third party solutions.
Altruist Cash allows clients to access up to $1m for individual accounts and up to $2m for joint accounts of FDIC insurance through our partner bank network.
A high yield on cash is available to any client on Altruist regardless of account size.
Clients enjoy the freedom and flexibility to access their funds whenever they need with the ability to initiate withdrawals at any time.
Tyler Purcell, Kiplinger Wealth Advisors
This testimonial was given by a current client or investor. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets using services made available by our registered investment adviser (Altruist LLC). As of the date of this testimonial, the promoting advisor received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see the promoting advisor’s advisory program brochures, available at https://adviserinfo.sec.gov/.
This testimonial may not represent the experience of others and it is not a guarantee of results.
Partner with a custodian that helps you deliver remarkable experiences (and doesn't market to your clients).
From technology to service, get more value from a custodian that's entirely focused on RIAs.
Eliminate your biggest pain points by partnering with a custodian that can match the pace of your business.
Implement the personalization your clients want at the scale your practice needs.
Simplify portfolio management with access to over 350 asset managers at an industry low cost.
Say goodbye to revenue loss and compliance headaches with a fully integrated fee billing solution.
Learn more about Altruist
Sign up to receive insightful, actionable, and relevant content for independent financial advisors.
