From first login to
first funded account

The Advisor &
Client Experience

Thursday, October 29th

10:00-10:45 AM PT/1:00-1:45 PM ET

Join Ved Huzbasic and the Altruist onboarding team for a live walkthrough of account opening and funding, with a look at what you and your clients can expect along the way.

Designed for advisors and teams new to Altruist, this session will cover the steps from first login to first funded account, including the advisor workflow and client experience.

We’ll start with 15 minutes of practical guidance, followed by 30 minutes of open Q&A. Bring your questions about opening accounts, moving assets, and helping clients navigate the process.

Grab a coffee and join us.