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Apply for Beta

Have an invite? Join here or login.

Due to an (awesome 🙏) overwhelming demand to join Altruist, we're only able to let so many advisors in at once.

Please review our roadmap to make sure we’d be a good fit for each other in version one.

Available Now
  • Open Altruist IRA, Roth IRA, Individual, Joint
    and Trust accounts
  • Trade Individual equities, ETFs, and Mutual Funds
  • Always-on (set it and forget it) automatic
  • Two drift settings: Active (5%) and Passive (10%)
  • Trade fractional shares, commission-free
  • TD Ameritrade seamlessly integrated for
    billing, reporting, and client portal
  • Fidelity and Charles Schwab connection
    for performance reporting and fee billing
  • Printable performance reports
  • Recurring deposits and withdrawals
  • Benchmarking
  • iOS app for clients
  • Margin accounts
  • Multiple advisors (team management)
  • New security and account types

Sound good? Join now.

Priority access will be given to those who applied for our soft launch or beta, but weren’t accepted.