Clearing & Custody

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Eliminate your biggest pain points by partnering with a custodian that can match the pace of your business.

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Altruist clearing Altruist clearing


Simplify your operations with digital workflows that replace time-consuming admin work.


Schedule and automate repetitive tasks like rebalancing, deposits and withdrawals, RMDs, and more.


Give clients assurance with our excess SIPC policy, regulatory oversight, and Asset Protection Guarantee.

Digital account opening & funding

Open accounts in minutes and streamline client onboarding with ACATs initiated in under 60 seconds.

Intraday rebalancing

Same day settlement helps put your clients' money to work and give you a clearer picture of your business.

Real-time data

Proactive notifications make it easier to manage transfers, account opening, and rebalancing.

Enhanced account protection

Excess SIPC coverage, active cybersecurity monitoring, and an Asset Protection Guarantee go above and beyond industry standard policies. Visit to learn more.

"If I could tell advisors that are nervous to transition one thing: with Altruist, it’s not what you are used to. It’s a whole new world."

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 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

This testimonial may not represent the experience of others and it is not a guarantee of results.

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