Trading & rebalancing

Thursday, August 27 

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

Join the Altruist onboarding team for an interactive session focused on helping you move your accounts and get started with confidence.
This session is designed for advisors and their teams new to Altruist or looking for a refresher on the tools they use every day.

During this 45-minute session, we’ll cover:

• Trading and rebalancing workflows
• Practical tips for managing day-to-day operations
• 15-minute live Q&A with the Altruist Onboarding Team

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