Client Links

Altruist Client Instructions

• Add a Funding Account (i.e., link a checking account)

• Employer Account Rollover

• Deposit a Check

• Add or Change Beneficiaries

• Update your profile (password, address, email...)

• Access Tax Forms

Contact Altruist Directly

Most requests should be directed to Oakleigh first. However, if we are unavailable and you require immediate assistance to move funds or take certain actions, you can contact Altruist directly.

Phone: 1-888-510-4660

Mailing Address: 300 S Peral Expressway, Ste 250, Dallas, TX 75201