Getting Started with Altruist

See below for a few videos to get you acclimated with Altruist. For best viewing, click the full screen icon (box outline) in the bottom left of the viewing window to enter full screen.



How to accept your invitation and open your account(s):

Once the investment team has sent over your account opening package, you should receive an email from "no-reply@Altruist.com." Follow the steps in the video below to accept the invite and complete your account opening.


A quick tour of your Altruist account dashboard:

There are a few sections on your Altruist account dashboard. See below for how to navigate and find what you are looking for.


Navigate the Altruist Mobile App

Logging in on mobile? Check out the video below to see how to navigate the Altruist app. Download the Altruist app here: (for iOS or Google play)


Add funding accounts to deposit into Altruist:

Once your account(s) are open, the next step is to fund your account(s). Any brokerage or retirement account transfers must be made by SLP Wealth to ensure they are transferred properly, but you can link your bank account to transfer cash to be invested.

*Note: at this time if you would like to move funds from an Altruist Cash HYSA, you must reach out to your advisor or the investment team to make the transfer on your behalf.


Change settings to your Altruist accounts

Change settings, set up two step verification, and view disclosures and documents.


Add 2-Factor Authentication (2fa)

Add an extra layer of security to log into your account. You can choose text or Authenticator app for verification options.


View Your Portfolio

Check your account balances, activity, allocations and holdings, and performance of your accounts at Altruist.

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