Coffee with Altruist Onboarding:

Trading & Rebalancing: powering your investment workflow

Thursday, May 28, 2026

10 AM – 10:45 AM PT/ 1 PM – 1:45 PM ET

Join us for an interactive session focused on helping you streamline your trading and rebalancing workflows on Altruist.

This month’s session will be hosted by Alex Farran, alongside subject matter experts from the Altruist Onboarding Team, bringing you guided walkthroughs and real-world insights from the teams who support advisors every day.

Start your morning with a fresh cup of coffee
and join us for a session designed to help you operate more efficiently and confidently on
the platform.

We’ll kick things off with 30 minutes of focused insights on trading and rebalancing, followed by 15 minutes of open Q&A. Whether you’re looking to refine your process or better understand key features, this is your opportunity to ask questions, share feedback, and connect directly with our onboarding experts.

Grab a coffee and join us for an informative conversation to help you navigate your advisor journey with confidence.

Watch the replay

Speaker

Alex Farran

Altruist

Senior Onboarding Specialist

Stronger
relationships.
Better outcomes.
Let’s talk

Altruist Financial LLC
3030 S La Cienega Blvd


Culver City, CA
90232 USA

Product

For Advisors

Product

For Advisors

Altruist Financial LLC
3030 S La Cienega Blvd


Culver City, CA
90232 USA

Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.

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