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Altruist Financial LLC Information, Agreements, and Disclosures

Altruist Financial LLC Customer Agreement
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Master Securities Lending Agreement
Qualified Retirement Plan (QRP) Beneficiary Agreement
Transfer on Death Agreement
Customer Relationship Summary
Altruist Financial LLC Fee Schedule
Business Continuity Plan Disclosure Statement
Anti-Money Laundering Requirements
Order Routing Disclosures (Rules 606 & 607)
Trading Risk Disclosures Package
Move Money Authorization Opt In/Opt Out
Statements of Financial Condition
Altruist 408(b)(2) Disclosure
Altruist Financial LLC Customer Agreement (March 2023)
IRA Beneficiary Agreement
Altruist Electronic Delivery Consent Agreement
Altruist Traditional IRA Custodial Agreement
Altruist SIMPLE IRA Custodial Agreement
Altruist Roth IRA Custodial Agreement
Altruist Adoption Agreement for Solo 401k
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Altruist LLC Information, Agreements, and Disclosures

Model Marketplace Agreement
Investment Adviser Custodial Platform Agreement
Form ADV Part 1
Form ADV Part 2A
Form ADV Part 2B
Customer Relationship Summary
Altruist LLC Fee Schedule
Software Subscription Agreement

Altruist Corp Information, Agreements, and Disclosures

Software Subscription Agreement
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Third Party Disclosures
Privacy Policy
Security and Insurance Disclosures
Move Money Authorization Opt In/Opt Out
Altruist 408(b)(2) Disclosure
Agreement for Market Data Display Services

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Fully Paid Securities Lending Risk Disclosures
Altruist Bank Sweep Program Disclosure Statement
Altruist Financial LLC Cash Rates
Margin Truth-in-Lending Statement
TaxIQ Tools and Rebalancer Disclosures
Promotions Terms
Altruist Cash Management Disclosure Statement
Altruist Cash Program Disclosure Statement
Altruist Financial LLC Participating Bank List

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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.

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