SSG Clients 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

Tax Management 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

Program Information

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 and 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