• New in July 2024: New free models, new asset managers, and digital Roth conversions.

  • New in June 2024: TaxIQ, Expanded Invesco models on the Model Marketplace

  • May 2024

    New in May 2024: Live phone support, more control over rebalancing, and more.

  • April 2024

    New in April 2024: Altruist eSignature, improvements to notifications and account opening, Per Stirpes benes, and more.

  • March 2024

    New in March 2024: Altruist Cash, digital journaling, beneficiary management improvements, and more.

  • New in February 2024: Retirement Trust accounts, Morningstar Wealth integration, and more.

  • January

    New in January 2024: New House Account Dashboard, Fee Billing Enhancements, and More

  • December 2023

    New in December 2023: RMD report, business account types, ACA integration

  • Altruist November 2023 updates

    New in November 2023: ACAT tracking, Orion, and new marketplace models

  • Altruist updates October 2023

    New in October 2023: Redtail integration, expanded joint account types