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Why Windle Wealth is moving $150m to Altruist

Learn more about DJ Windle's decision to take his business from TDA to Altruist.

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The Road to 100 Million-2
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RIA Launch Kit
Your guide to going independent
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8-Week Advisor Event Roadmap
Plan and execute client-generating events

Altruist Financial LLC Cash Rates

Effective April 26, 2023. Subject to change without prior notice.

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1.00%

These cash rates apply both to cash which has been invested in the Altruist FDIC Bank Sweep Program, as well as Free Credit Balances held in your Altruist Financial LLC brokerage account if you have opted out of the Altruist FDIC Bank Sweep Program.

For information on the Altruist FDIC Bank Sweep Program, please refer to the Altruist FDIC Bank Sweep Program Disclosure Statement available on altruist.com/legal.