All New Altruist – May  Product Updates

Updated
DRIP settings

Tailor reinvestment preferences for accounts and exchange listed securities on your own at any time. In platform you can now:

Tailor reinvestment preferences for accounts and exchange listed securities on your own at any time. In platform you can now:

• See current DRIP settings for all holdings.
• Set default account-level DRIP preferences for new securities.
• Override account-level settings for specific securities.

Note: mutual funds are not supported yet.

Trade blotter reporting

Access downloadable trade blotter reports without contacting Support. You can now:

• Request reports directly in your Altruist account.
• Choose a custom date range, with up to two years
  of history.
• Receive your report at the email on file in about a minute.