Client Links

Instruction Videos

• Add a funding account to Altruist

• Depositing funds to Altruist from your bank

• Employer Account Rollover (written instructions)

• How to deposit a check (Deposit Slip PDF)

• Add or Change Beneficiaries

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

• Access Altruist tax forms and statements

• Expected Tax Form Release Dates

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 Pearl Expressway, Ste 250, Dallas, TX 75201