You’ll receive an email from hello@altruist.com inviting you to setup your Altruist account. Accept your invitation and create your Altruist username and password. Lastly, log in to Altruist and follow the recommended next steps.

Learn more on how to get starter with Altruist here.

Altruist offers a mobile app in both the Apple App Store and Google Play Store.

Click here to access the Altruist client 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.

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.

Click here, to get access to a collection of educational videos to get more out of the Altruist client portal. You can find these vides towards the bottom of the page.

Altruist is backed by some of the country’s top investors, including Venrock, Vanguard, and Insight Partners. Together, they're breaking down barriers into wealth management.

Altruist is made up of amazing individuals that are motivated by doing what’s right. Meet the team.

Altruist keeps your information safe with around the clock monitoring and AES 256 encryption. They engage a PCAOB independent auditor to conduct a report on their system of controls related to information security. Altruist earned a SOC 2 Type 1 Report under AICPA standards. This means that an independent auditor has examined their systems and controls for the security, confidentiality, processing integrity, availability, uptime, continuity, and privacy of your data. A SOC audit confirms that the systems and controls related to data security and privacy at Altruist are suitably designed and operating effectively to achieve their outcomes of ensuring safe, secure, and reliable transmission, storage and processing of data.

Learn more here.

Altruist Financial LLC is an SEC-registered broker dealer and a member of the Financial Industry Regulatory Authority (FINRA) providing brokerage related products and services. Altruist LLC is an SEC-registered investment adviser providing investment management and advisory services. This means we have oversight from multiple regulators in addition to our own internal compliance team, which ensures we always act in the best interest of our customers.

Altruist Financial LLC is a member of the Securities Investor Protection Corporation (SIPC), which means securities held in your brokerage account are protected up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org. In addition, Altruist Financial LLC carries an excess SIPC policy with underwriters at Lloyd’s of London, which extends the per account coverage by an additional $40 million (with a cash sub limit of $2,000,000), subject to an aggregate limit of $150 million. Repurchase agreements, reverse repurchase and stock loan transactions, as well as certain mutual funds, may not be covered by the excess SIPC bond.

In the event a client’s cash and/or securities are lost due to unauthorized activity, Altruist Financial LLC will reimburse such losses, so long as a handful of security measures and contact information are maintained (e.g., unique password, two-factor authentication, etc.). More information about the Asset Protection Guarantee can be found here.

Altruist Financial LLC’s Bank Sweep Program provides you the ability to automatically “sweep” uninvested cash balances in your account into Federal Deposit Insurance Corporation (“FDIC”) insured bank deposit accounts between multiple FDIC-insured banks (“Participating Banks”). Cash swept into an interest-bearing account at a Participating Bank is federally insured up to applicable FDIC limits up to the Program’s $1 Million limit in the event of a bank failure. Although the Bank Sweep Program’s network of FDIC-insured Participating Banks provides you access to increased FDIC coverage, FDIC coverage limits are $250,000 for all deposits (checking, money market, savings, CDs, etc.) per depositor, per insured bank, for each account ownership category. Coverage is subject to conditions, see www.fdic.gov for additional account category and coverage information.

Neither SIPC protection nor excess SIPC coverage provides protection against market losses. Once funds are swept into an interest-bearing account they are held at an FDIC member bank and, accordingly, they are protected by FDIC insurance. They are not covered by SIPC or by Lloyd’s of London. For more information on the Altruist Bank Sweep Program, please review the Altruist Bank Sweep Program Disclosure Statement available here. Neither Altruist Financial LLC nor any of its affiliates are a bank.

Altruist’s fees are simple, transparent, and as good or better than the legacy alternatives. You can get a copy of the Fee Schedule here.