From login to funded account

Account opening & funding

Thursday, July 30
10 AM – 10:45 AM PT/ 1 PM – 1:45 PM ET

Join the Altruist Onboarding Team for a live, interactive session focused on helping you navigate key workflows across account opening, funding, and advisor and client experience.

This session is designed for advisors and their team who are new to Altruist or looking to strengthen their understanding of the tools that support their day-to-day operations. We’ll walk through practical guidance to help you better understand account opening and funding workflows, improve the advisor and client experience, and explore tools that can help support your practice.

During this 45-minute session, we’ll cover:

• Account opening and funding workflows and best practices
• Tools and resources that can help improve visibility into the advisor and client experience
• Practical ways to support a smoother day-to-day operational experience
• 15-minute Q&A with the Altruist Onboarding Team

Whether you’re setting up your account opening process, navigating funding workflows, or looking for ways to create a better experience for both advisors and clients, this session is designed to help you move forward with more clarity and confidence.

Grab a coffee and join us for a practical conversation with the Altruist Onboarding Team.