Tax season has arrived. Access our tax forms schedule and FAQs in the
Tax Center
.
Close
Use cases
Product
Customers
Blog
Log in
See if you’re a fit
Back
Use cases
Go independent
Everything you need to become an RIA
Scale your RIA
Eliminate inefficiencies with automation
Increase profitability
Lower fees for you and your clients
Start up
Bring critical tech under one roof
Essential tools on a scalable, open platform.
Product
Portfolio Management
Drive better client outcomes
Portfolio Reporting
Present data effortlessly
Model Marketplace
Stop overpaying your TAMP
Altruist Cash
Offer industry-leading APY
Client Experience
Exceed expectations
Fee Billing
Accommodate any billing arrangement
Advisor Experience
Enjoy a new standard of support
Integrations
Unlock productivity
Clearing and Custody
Eliminate your biggest pain points by partnering with the modern custodian built exclusively for RIAs.
Learn more
Blog
See all blogs
Become an RIA
Launch your new firm with ease
Marketing
Grow faster with best practices
Scale
Technology, process, people
Advisory
Drive better client outcomes
Company Insights
Everything newsworthy at Altruist
Original content
Podcasts
Never miss an episode
Webinars
Catch our latest conversation
Case study
Learn more
Why Windle Wealth is moving $150m to Altruist
Learn more about DJ Windle's decision to take his business from TDA to Altruist.
See for yourself
Take a self-guided tour
Get time savings and personalization without the 50+ bps price tag.
Explore product
E-books
Road to $100 Million
5 strategies to accelerate your growth
Custodian Buyer's Guide
Everything you need to know
RIA Launch Kit
Your guide to going independent
8-Week Advisor Event Roadmap
Plan and execute client-generating events
Log in
See if you’re a fit
SSG Client Agreements and Disclosures
Altruist Accounts
Altruist Financial LLC Customer Agreement
Security and Insurance Disclosures
Privacy Policy
Order Routing Disclosures (Rules 606 & 607)
Trading Risk Disclosures Package
Anti-Money Laundering Requirements
Margin Truth-in-Lending Statement
TaxIQ Tools and Rebalancer Disclosures
Promotions Terms
Agreement for Market Data Display Services
Retirement Accounts
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
Programs
Master Securities Lending Agreement
Fully Paid Securities Lending Risk Disclosures
Altruist Bank Sweep Program Disclosure Statement
Altruist Financial LLC Cash Rates
Altruist Financial LLC Participating Bank List
Regulatory & General
Customer Relationship Summary
Altruist Financial LLC Fee Schedule
Altruist LLC Fee Schedule
Business Continuity Plan Disclosure Statement
Form ADV Part 2A
Form ADV Part 2B
Third Party Disclosures