🏦 Bank Linking Abridged | Altruist

For Accounts That Already Have A Bank Account Linked:

1. Begin by logging in to your Altruist account. Once you're logged in successfully, you should automatically be dropped off on the "overview" tab - click it at the top if you are not sure however. From this screen, look to the far right corner, your initials will appear there - CLICK your initials. 

2. After you've clicked your initials, a new screen will slide to the left from the right corner - CLICK the settings link. 

3. A new page will then load in, look for the "Accounts" tab and click on that. 

4. You'll see your list of accounts along the left column, find the account you'd like to link and click on it. 

5. Once you've selected the account you'd like to link your pre-linked bank account to, navigate down to the "Add Bank" link and click on it.

6. Select the bank you'd like to have linked and click the "connect" button.

7. You should now see the new bank linked to your account - your advisor will now push out to you Move Money Authority to set up deposits (contributions) or withdrawals. 

If you have any additional questions please do not hesitate to reach out to us via help@oakmontadvisory.com or by selecting the chat tool in the lower right corner of your screen.