For Altruist advisors needing support

To send a check, please make it payable to Altruist Financial LLC and send it to:

Altruist Financial LLC
300 S. Pearl Expressway
Suite 250
Dallas, TX 75201

Remember to include your Altruist 8-digit account number and the account holder’s name in the memo field. Also, specify the contribution year on your check for retirement contributions. For security and tracking, we advise using certified mail for sending your check.

If you encounter issues logging in, click on the “Forgot Password?” link on the login page. You’ll receive an email with instructions to reset your password.

To add a bank account for funding your Altruist brokerage account(s), follow these steps:

1. Log in to your Altruist account.
2. Click on your initials at the top right to open a menu.
3. From the list, click on “Settings”.
4. On the Settings page, toggle to "Accounts" on the right.
5. Scroll down to "Funding accounts" where you can add your banking information.

1. Log in to your Altruist account. 
2. Click on your initials at the top right to open a menu. 
3. From the list, click on “Documents”. 
4. Choose the account from the drop down list to view documents for a specific account. 
5. You can also filter by document type (for example “statement” or “tax document”) to find what you need quickly. 
6. Toggle over to “Invoices” if you’re looking to view or download management fee invoices from your advisor.