Getting started with Altruist

Watch the video for fast, easy setup, and learn more about the platform below.

Watch video

Up and running in three simple steps

Step 1

You’ll receive an email from inviting you to setup your Altruist account.

Step 2

Accept your invitation and create your Altruist username and password.

Step 3

Log in to Altruist and follow the recommended next steps provided by your advisor.

Access Altruist from anywhere

Use Altruist’s functionality on-the-go with an intuitive mobile experience.

Explore Altruist

Review our collection of educational videos to get more out of the Altruist client portal.

A high level walkthrough of Altruist
Funding Accounts
Simple steps to fund your accounts
Two-Factor Authentication
Enhance account security with 2FA
Customize your experience in settings
Understand your portfolio at a glance
Access your financial documents
Linked Accounts
Link and manage multiple accounts
Email Addresses
The difference between login and contact
Track your transactions and activities
Mobile App
Navigate the Altruist app on your phone