Let’s get
started.
Adding team members
Add your team members and set permissions.
Funding and Transfers
Easily transfer client funds.
Manual Trading
Buy and sell securities.
Tax Management
Activate powerful tax management features.
Model Marketplace
Access strategies from leading asset management providers.
Client Portal
Invite your clients to their personal portal to fund their accounts.
Account Opening
Seamlessly open a client account in minutes.
Households
Group accounts and deep dive into performance reporting.
Model Portfolios and Trading
Build custom models and set rebalancer preferences.
Notification Center
Stay on top of key actions and updates.
Fee Billing
Set up fee schedules with flexible customization options.
Give the clients
what they want.
Now that you’re familiar with inviting clients to their portal and mobile app, it’s time to educate them all about Altruist. Direct them to our Client Onboarding hub to help them get started.
We’re here
to help you
do your
best work.
We’re available Monday–Friday from 9 am ET to 8 pm ET.
Login to your Altruist account and send us a chat message using the Help button. One of our customer support associates will respond in less than 5 minutes.
Call us at 1-888-510-4660 for a fast and personalized support experience. Email us at support@altruist.com and we’ll get back to you within 8 business hours. Please do not include any Personal Identifiable Information in emails, such as full account numbers and Social Security numbers.
Upload a secure file to share with us and our team will review and email you back.