Can I transfer between my Altruist accounts without going through my planner?

Altruist does not have the capability for clients to move funds between their accounts for investments intentionally, since trades may have to be placed, and your advisor may not want to sell by a default method. Depending on your reason for transfer, your planner may have a different strategy that might work better in your favor, and so waiting for a response to an email to get your planner's input might end up changing your course of action for your benefit.

For moving funds from HYSAs (Altruist Cash Accounts) to investment accounts, Altruist does not have the functionality in place to so at this time and we have yet to be given a date for this functionality to become available.

If you would like to move funds from your Altruist Cash account to another Altruist held account, just email your planner with the how much you would like to move and to which account, and they will be happy to take care of this for you.