Altruist Financial LLC Information, Agreements, and Disclosures

Altruist Financial LLC Customer Agreement

Equity Trust Company Agreements & Disclosures

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

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

Basic Plan Document 02

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

Subscription Pricing

Third Party Disclosures

Privacy Policy

Altruist Corp Asset Protection Guarantee

Security and Insurance Disclosures

Agreement for Market Data Display Services

Altruist 408(b)(2) Disclosure

Program Information

Fully Paid Securities Lending Risk Disclosures

Altruist Bank Sweep Program Disclosure Statement

Altruist Financial LLC Cash Rates

Margin Truth-in-Lending Statement

Tax Management and Rebalancer Disclosures

Promotions Terms

High-Yield Cash Management Disclosure

High-Yield Cash Program Disclosure Statement

Altruist Financial LLC Participating Bank List