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Customer Agreements

Altruist Financial LLC Customer Agreement (March 2023)
Altruist Financial LLC Customer Agreement March 2023 - Description of Amendments
Altruist Financial LLC Customer Agreement (Oct. 2023)
Equity Trust Company Agreements & Disclosures
Master Securities Lending Agreement
Fully Paid Securities Lending Risk Disclosures
Qualified Retirement Plan (QRP) Beneficiary Agreement
Transfer on Death Agreement

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Software Subscription Agreement
Investment Adviser Custodial Platform Agreement
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Form ADV Part 1
Form ADV Part 2A
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Customer Relationship Summary
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Third Party Disclosures
Altruist Financial LLC Fee Schedule
Altruist LLC Fee Schedule
Business Continuity Plan Disclosure Statement
Anti-Money Laundering Requirements
Altruist FDIC Bank Sweep Program Disclosure Statement
Altruist Financial LLC Participating Bank List
Altruist Financial LLC Cash Rates
Order Routing Disclosures (Rules 606 & 607)
Disclosure of Order Routing Practices (Historical, while Altruist was using Apex Clearing)
Margin Truth-in-Lending Statement
Trading Risk Disclosures Package
TaxIQ Tools and Rebalancer Disclosures
Privacy Notice and Privacy Policy
Promotions Terms
Move Money Authorization Template
Security and Insurance Disclosures
Statements of Financial Condition
Annual Disclosures to Customers 2023

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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.

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of securities provided by Altruist Financial LLC.

Check the background of Altruist Financial LLC on FINRA’s BrokerCheck