Getting started.

© 2021 Altruist Corp

Altruist Corp (“Altruist”) offers a software engine that helps financial advisors achieve better outcomes. Investment management and advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. 

Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of all securities are provided by Apex Clearing Corporation.

Check the background of Altruist Financial LLC on FINRA’s BrokerCheck: https://brokercheck.finra.org/

Make deposits and withdrawals

View your transaction history

See what holdings you own

Track your investment progress

Your advisor will send you an email invitation from hello@altruist.com to create a login and set up your account.

Altruist Corp (“Altruist”) offers a software engine that helps financial advisors achieve better outcomes. Investment management and advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. 

Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of all securities are provided by Apex Clearing Corporation.

Check the background of Altruist Financial LLC on FINRA’s BrokerCheck: https://brokercheck.finra.org/

© 2021 Altruist Corp

Altruist is a platform that helps remove the friction from managing money and helps your financial advisor do their best work. We make it simple and easy for you to stay on top of your financial life.

With Altruist

you can:

First, accept your invite.

After your login has been created, download our app.

Search "Altruist Client."

With Altruist 
you can:

Frequently Asked Questions:

How much does it cost me to use Altruist?

The Altruist platform and app are free to access for investors who work with an Altruist financial advisor. Please see our legal page for our most updated Fee Schedule - and connect with your Advisor directly regarding any fees they charge, or fees that may also apply for certain portfolios assigned to your account.

Apex Clearing is Altruist’s custodial and clearing partner. We work with them to keep your securities and assets safe, preventing them from being stolen or lost. You’ll receive monthly statements, trade activity notifications, and important tax docs from altruist@investordelivery.com. 

Who is Apex Clearing?

Does Altruist manage my money or does my advisor?

Altruist is the tool that powers the great work that your financial advisor does. They manage your money.

You may be able to do this by notifying your advisor. 

Can I change my individual account to a joint account and vice versa?

You'll gain access to Altruist after your advisor sends you an invitation to create an account.

Next, learn to use your portal.

In the online portal, visit your settings, click Accounts, then click Add Bank.

On the mobile app, click on Transfers and click through either deposits or withdrawals, to Add Bank.

Once you have a bank linked, you can easily transfer funds in and out of Altruist.

How do I connect my bank account?

How do I set up recurring transfers?

To set up recurring transfers, simply click on Add Funds on the website or Transfers on your mobile app. You can determine if you’d like to transfer weekly, bi-weekly, monthly, or quarterly. 

Desktop

Mobile

With Altruist 
you 
can:

Track your investment progress

See what holdings you own

Make deposits and withdrawals

View your transaction history

You'll gain access to Altruist after your advisor sends you an invitation to create an account.

With Altruist you can:

Track your investment progress

See what holdings you own

Make deposits and withdrawals

View your transaction history

You'll gain access to Altruist after your advisor sends you an invitation to create an account.

Track your investment progress

See what holdings you own

Make deposits and withdrawals

View your transaction history

Download our brochure to learn why your financial advisor has chosen Altruist to help you with your financial life.

Download

How do I log into Altruist? 

First, follow the link from the invitation email from your advisor to create a login with your email address and a password. Then log into Altruist here. You can also go to altruist.com and click "Log in."