Boosted cash rates.
Automated tax loss harvesting.
Zero transaction fees.
Serious model savings.
Boosted cash rates.
Automated tax loss harvesting.
Zero transaction fees.
Serious model savings.
Choose One.
Get it all.
All of Altruist in one outcome-oriented subscription.
Choose more cash for your cash.
Earn an extra 1.80% APY on sweep cash and an extra 0.25% APY on High-Yield Cash accounts. That’s over 11X more than the national average savings account1.
Average savings account
Altruist’s High-Yield Cash
(11X the national average1)
1. The national average interest rate for savings accounts as posted on FDIC.gov, as of June 16, 2025. APY is variable and subject to change.
Choose $0
transaction fees.
With Altruist One, every ticker becomes $0 TF. That means zero transaction fees on stocks, ETFs, fixed income, and over 12,500 mutual funds.
Other fees apply. See the Altruist Financial LLC Fee Schedule and the Altruist LLC Fee Schedule, both available on altruist.com/legal, for more information.
Choose automated
tax loss harvesting.
With our premium suite of automated tax management and rebalancing tools, you can maximize returns while making more time for the relationships that power your business.
Choose serious
savings in the Model Marketplace.
Access hundreds of professionally-managed portfolios with zero model portfolio fees, and hundreds more at discounts up to 15 bps.
Choose it all for 0.01% per month.
Fast, easy digital enrollment
Freedom to subscribe at the household level
Cancel any time without penalty
Choose serious savings, higher yields, and more peace of mind with Altruist One.
Coming soon to Altruist One accounts
Minimize cash drag in models
Set minimum cash allocations of as little as 0.5% in models so more client money gets invested.
Lower margin rates
Margin investing is on the way. Altruist One households can borrow at lower rates to increase their buying power.
Asset location
Our tax management tools are evolving even further to help advisors manage multiple accounts under a unified investment strategy. Altruist One households will get to benefit from asset location optimization—strategically placing investments across accounts to enhance overall tax efficiency.
Direct Indexing
Direct indexing at Altruist flips the old ETF model on its head. We didn’t simply throw direct indexing in as an add-on. We built it into the core of our platform. That means no messy workarounds, no extra software, and no giant learning curve—just a smarter way to scale, serve, and succeed.
Altruist One
FAQ
We’re excited about what Altruist One can unlock for you and your clients—and we’ve made it easy to understand and even easier to subscribe.
Below, you’ll find answers to common questions. Still curious? Our team’s always here to help at support@altruist.com.
Does Altruist One have any minimums or restrictions?
There is a $1 minimum monthly fee per account, and only active accounts are eligible to participate in Altruist One.
How do we subscribe clients to Altruist One?
Advisors will subscribe clients to Altruist One at the Household level directly from your advisor portal (Household page under the Clients tab) with just a few simple clicks. If you wish to subscribe all households at your firm to Altruist One, there is a simple bulk subscription option available.
Are High-Yield Cash accounts included in the 0.01% monthly Altruist One fee?
High-Yield Cash accounts (also known as Altruist Cash accounts) are not included in the 0.01% monthly asset-based Altruist One fee. Instead, they’re subject to a $1 minimum monthly fee, which enables participation in the Altruist One program.
How do I determine which clients would benefit from opting in?
We’ve built a powerful tool right into the platform to make that decision simple. Instantly see the estimated benefits and costs of Altruist One for each household—so you can unlock more value for your clients, with less effort.
Altruist One is a subscription service offered by Altruist Corp. Fees apply and are based on account balance. Enrollment and benefits depend on advisor participation and program terms. Savings are not guaranteed. See full terms at altruist.com/legal/altruist-one-terms.
This webpage may include forward-looking statements about Altruist Corp, its affiliates, services, or business model. These statements are not guarantees and should not be relied upon.