Client Resources
Everything you need to work with us, in one place. If you get stuck anywhere, email us or call the office; we’re glad to walk you through it.
SEND US A FILE
Secure file upload
Send us statements, tax documents, or any sensitive information via an encrypted upload. No account needed on your end.
TALK TO US
Book a check-in
Grab a 30-minute call by phone or Zoom at a time that works for you.
ACCESS AND MANAGE YOUR ACCOUNTS
Your investment accounts
See your balances, holdings, invoices, sign forms, and recent activity. You'll receive a setup email from Altruist before your first login; if it never arrived, let us know.
Common tasks, step by step
Short videos and printable instructions for the things clients ask about most.
Roll over an employer retirement plan (401k, 403b, 457, TSP…)
Need a hand? Reach out to us directly, and we'll help you through it. Altruist support is at 1-888-510-4660.
BILLING AND E-SIGNATURES
Client billing & agreements
View invoices, update your payment details, and sign agreements electronically. For advice-only clients.
CREATE AND MANAGE ESTATE DOCUMENTS
Your estate documents
Draft and update your estate plan. We’ll send an invitation before your first visit to create your account.