Altruist Client

Altruist helps you stay connected with your investments and your financial advisor. Download the app to view and track the progress of your financial life so you can feel good about your money.

• View performance with key metrics like account balances, time-weighted returns, and earnings
• Stay on top of transfers, deposits, withdrawals, and other important transactions
• Gain insight into your investment allocations, including a detailed breakdown of exactly what you own

Altruist is only available by invite from your financial advisor. If you’ve already created your account, download the app and log in to get started today.