What can you expect?
Like much of Altruist’s functionality, the process will be digital, easy, and non-disruptive to clients and advisors. First and foremost: there’s no repapering!
Starting in December, clients will be able to acknowledge a new account agreement via the Altruist app or desktop portal. The conversion will occur in February, over a weekend. We’ll send periodic reminders to ensure that new agreements are completed within 60 days post conversion.