📂 Opening An Account | Altruist

Opening your account(s) at Altruist is easy-peasy.  

Follow the steps listed below or watch the video tutorial below to better assist you in opening your new Altruist account!

You will be able to complete your account opening in Three Easy Steps.

Step One

Once you receive your initial email from Altruist, click on "Get Started" and follow the instructions to create your login.  

Please note that all emails will be coming from hello@altruist.com (be sure to check your Junk/Spam if you don't see the email).
Account Opening Email
Account Opening Sample Email - Not a working link

Step Two

Once you've created your login, you will be able to complete the opening of each account.

Account Opening Screenshot

Please note that you will have to complete the opening process for each account that is being established.

To make the opening process easier for you, our team has completed most of the information on your behalf. During this process, you can:

  • Update any field directly (contact, SSN, DOB, etc.)
  • Add/Change beneficiary designations
  • Add a Trusted Contact

Step Three

Lastly, you will be prompted to acknowledge the custodial and advisor agreements:

Account Acknowledgments
Account Acknowledgement Screenshot

Please be sure that all boxes are marked (✓) prior to electronically signing. 

And, that's it!

Once you've successfully opened your Altruist accounts you can then link your bank account! 

  • Follow along to the link below to learn how.
  • CLICK HERE

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