Client Links
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.
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.