How do I link my checking / savings account to my Altruist Account(s)

• Add Electronically
• Add Manually
• Troubleshooting

Add Electronically via Plaid

In the desktop portal, you’ll click the top right icon that contains your initials.

Click "Settings" in the bump out menu.

Then once in settings, click the "Accounts" subtab

Scroll down to "Funding Accounts" section and click "Add"

Next, a bump out menu will appear with options. Click "Link your bank"

(On the mobile app, tap Profile > Funding Accounts > Choose which account you are linking > Add Funding Account > Add New Bank > Link your bank)

Once you click to link your bank, a window for "Plaid" will open. Plaid works between financial institutions to provide a secure connection to link your accounts.

In the plaid window, click continue. Then choose your financial institution you are linking if it is in view, or search in the search bar.

Once you click your financial institution, provide your credentials to log in, and follow the prompts.

If you are unable to find your institution, no problem. Just scroll down below the list of banks for the option at the bottom that says “Link with Account Numbers.”

Next input your bank account and routing numbers directly.

In 1-3 business days, you will receive a micro-deposit with a transaction number.

Once the account(s) are linked, you can also set up one-time or recurring automatic deposits at the frequency you prefer. See this page for how to set up deposits.

Add Manually

If you are having trouble connecting to the Plaid platform, or prefer to connect your account manually, see the instructions below:

In the desktop portal, click the top right icon that contains your initials.

Click "Settings" in the bump out menu.

Then once in settings, click the "Accounts" subtab

Scroll down to "Funding Accounts" section and click "Add"

(On the mobile app, tap Profile > Funding Accounts > Choose which account you are linking > Add Funding Account > Add New Bank)

Next, a bump out menu will appear with options. Click "Add manually"

Input your information requested and upload a picture of a voided check or statement that includes your full account number. Then hit next.

Troubleshooting

If you have any issues after trying both using your bank listed and the alternative method of inputting account numbers directly, try the following steps:

1. Use Chrome as your browser and ensuring it is up-to-date and being on a desktop to link the funding account (Altruist recommended browser)

2. Reset the internet browser by clearing cache & cookies in internet settings.

   • Settings > Privacy and Security > Clear Browsing Data

3. Open a new window.
4. Disable ad/pop-up blocker.
5. Disable VPN.
6. Disable anti-virus software.
7. Attempt using an incognito window.

*Note: The max number of banks you can connect to an account is 3. If you need to add an additional, you must first remove the bank from the account.

If you are trying to link a business account, the bank account must solely be owned by the account owner. Altruist does not allow for third-party bank links (third-party meaning anyone not connected to the account)

If you need help, please reach out to support@slpwealth.com.