Altruist Financial LLC
v20260722
Participating Banks for individual or joint accounts in Altruist Financial LLC’s (“Altruist”) High-Yield Cash Program and Bank Sweep Program as of July 22, 2026:
- Bank Hapoalim (Cert # 33686)
- Bank of India (Cert # 33648)
- C3bank (Cert # 25249)
- Citibank, N.A. (Cert # 07213)
- Farmers & Merchants Bank (Cert # 16810)
- First Carolina Bank (Cert # 35530)
- Freedom Bank of Virginia (Cert # 57184)
- HSBC Bank USA, N.A. (Cert # 57890)
- Morton Community Bank (Cert #18429)
- Pinnacle Bank, TN (Cert # 35583)
- State Bank of India (Cert # 33682)
- Third Coast Bank (Cert # 58716)
- Toyota Financial Savings Bank (Cert # 57542)
- Truist Bank (Cert # 09846)
- Union Bank and Trust (Cert # 13421)
Excess Banks as of July 22, 2026:
- Truist Bank (Cert # 09846)
- Citibank, N.A. (Cert # 07213)
Please see the Altruist High-Yield Cash Program Disclosure Statement for complete details. Altruist utilizes BNY Mellon as the intermediary bank for the operation of the Program, subject to change at any time. This list may change at any time at Altruist’s discretion. You may exclude any Participating Bank from holding your funds at any time by contacting Altruist.
Recent changes to the participating bank list:
| Bank | Change | Effective Date |
| First Foundation | Bank removed | April 24, 2026 |
| Bank of India | Bank added | May 15, 2026 |
| Morton Community Bank | Bank Added | July 22, 2026 |
Upcoming changes to the participating bank list:
| Bank | Change | Effective Date |
| WEX Bank | Bank to be added | Coming Soon |
Participating Banks for trust accounts in Altruist Financial LLC’s (“Altruist”) High-Yield Cash Program and Bank Sweep Program as of July 22, 2026:
- Bank Hapoalim (Cert # 33686)
- Bank of India (Cert # 33648)
- C3bank (Cert # 25249)
- Citibank, N.A. (Cert # 07213)
- Farmers & Merchants Bank (Cert # 16810)
- First Carolina Bank (Cert # 35530)
- Freedom Bank of Virginia (Cert # 57184)
- HSBC Bank USA, N.A. (Cert # 57890)
- Morton Community Bank (Cert #18429)
- Pinnacle Bank, TN (Cert # 35583)
- State Bank of India (Cert # 33682)
- Third Coast Bank (Cert # 58716)
- Truist Bank (Cert # 09846)
- Union Bank and Trust (Cert # 13421)
Excess Banks as of July 22, 2026:
- Truist Bank (Cert # 09846)
- Citibank, N.A. (Cert # 07213)
Please see the Altruist High-Yield Cash Program Disclosure Statement for complete details. Altruist utilizes BNY Mellon as the intermediary bank for the operation of the Program, subject to change at any time. This list may change at any time at Altruist’s discretion. You may exclude any Participating Bank from holding your funds at any time by contacting Altruist.
Recent changes to the participating bank list:
| Bank | Change | Effective Date |
| First Foundation | Bank removed | April 24, 2026 |
| Bank of India | Bank added | May 15, 2026 |
| Morton Community Bank | Bank added | July 22, 2026 |
Upcoming changes to the participating bank list:
| Bank | Change | Effective Date |
| WEX Bank | Bank to be added | Coming Soon |
Participating Banks for business accounts in Altruist Financial LLC’s (“Altruist”) High-Yield Cash Program and Bank Sweep Program as of July 22, 2026:
- Bank Hapoalim (Cert # 33686)
- Bank of India (Cert # 33648)
- C3bank (Cert # 25249)
- Citibank, N.A. (Cert # 07213)
- Farmers & Merchants Bank (Cert # 16810)
- First Carolina Bank (Cert # 35530)
- Freedom Bank of Virginia (Cert # 57184)
- Morton Community Bank (Cert #18429)
- Pinnacle Bank, TN (Cert # 35583)
- State Bank of India (Cert # 33682)
- Third Coast Bank (Cert # 58716)
- Truist Bank (Cert # 09846)
- Union Bank and Trust (Cert # 13421)
Excess Banks as of July 22, 2026:
- Truist Bank (Cert # 09846)
- Citibank, N.A. (Cert # 07213)
Please see the Altruist Bank Sweep Program Disclosure Statement for complete details. Altruist utilizes BNY Mellon as the intermediary bank for the operation of the Program, subject to change at any time. This list may change at any time at Altruist’s discretion. You may exclude any Participating Bank from holding your funds at any time by contacting Altruist.
Recent changes to the participating bank list:
| Bank | Change | Effective Date |
| First Foundation | Bank removed | April 24, 2026 |
| Bank of India | Bank added | May 15, 2026 |
| Morton Community Bank | Bank added | July 22, 2026 |
Upcoming changes to the participating bank list:
| Bank | Change | Effective Date |
| WEX Bank | Bank to be added | Coming Soon |
Participating Banks for retirement accounts in Altruist Financial LLC’s (“Altruist”) Bank Sweep Program as of July 22, 2026:
- Bank Hapoalim (Cert # 33686)
- Bank of India (Cert # 33648)
- C3bank (Cert # 25249)
- Citibank, N.A. (Cert # 07213)
- Farmers & Merchants Bank (Cert # 16810)
- First Carolina Bank (Cert # 35530)
- Freedom Bank of Virginia (Cert # 57184)
- HSBC Bank USA, N.A. (Cert # 57890)
- Morton Community Bank (Cert #18429)
- Pinnacle Bank, TN (Cert # 35583)
- State Bank of India (Cert # 33682)
- Third Coast Bank (Cert # 58716)
- Toyota Financial Savings Bank (Cert # 57542)
- Truist Bank (Cert # 09846)
- Union Bank and Trust (Cert # 13421)
Excess Banks as of July 22, 2026
- Truist Bank (Cert # 09846)
- Citibank, N.A. (Cert # 07213)
Please see the Altruist Bank Sweep Program Disclosure Statement for complete details. Altruist utilizes BNY Mellon as the intermediary bank for the operation of the Program, subject to change at any time. This list may change at any time at Altruist’s discretion. You may exclude any Participating Bank from holding your funds at any time by contacting Altruist.
Recent changes to the participating bank list:
| Bank | Change | Effective Date |
| First Foundation | Bank removed | April 24, 2026 |
| Bank of India | Bank added | May 15, 2026 |
| Morton Community Bank | Bank added | July 22, 2026 |
Upcoming changes to the participating bank list:
| Bank | Change | Effective Date |
| WEX Bank | Bank to be added | Coming Soon |