Altruist Client

8 reviews
Content rating
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About this app

Altruist helps you stay connected with your investments and your financial advisor. Download the app to view and track the progress of your financial life so you can feel good about your money.

• View performance with key metrics like account balances, time-weighted returns, and earnings
• Stay on top of transfers, deposits, withdrawals, and other important transactions
• Gain insight into your investment allocations, including a detailed breakdown of exactly what you own

Altruist is only available by invite from your financial advisor. If you’ve already created your account, download the app and log in to get started today.
Updated on
Sep 15, 2022

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, Financial info and 3 others
This app may collect these data types
Location, Personal info and 4 others
Data is encrypted in transit
Data can’t be deleted
8 reviews
Ward Williams
March 25, 2022
Altruist is the way a financial advisory platform should be run! The app does what you need as a client.
5 people found this review helpful
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What's new

You can now view and open C&S corporate accounts on the mobile app! Reach out to your advisor to get started.