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Legal
Customer Agreements
Altruist Financial LLC Customer Agreement (March 2023)
Altruist Financial LLC Customer Agreement March 2023 - Description of Amendments
Altruist Financial LLC Customer Agreement (July 2023)
Equity Trust Company Agreements & Disclosures
Master Securities Lending Agreement
Fully Paid Securities Lending Risk Disclosures
Qualified Retirement Plan (QRP) Beneficiary Agreement
Transfer on Death Agreement
Advisor Agreements
Software Subscription Agreement
Investment Adviser Custodial Platform Agreement
Model Marketplace Agreement
Disclosures
Form ADV Part 1
Form ADV Part 2A
Form ADV Part 2B
Customer Relationship Summary
Subscription Pricing
Third Party Disclosures
Altruist Financial LLC Fee Schedule
Altruist LLC Fee Schedule
Business Continuity Plan Disclosure Statement
Anti-Money Laundering Requirements
Altruist FDIC Bank Sweep Program Disclosure Statement
Altruist Financial LLC Participating Bank List
Altruist Financial LLC Cash Rates
Order Routing Disclosures (Rules 606 & 607)
Disclosure of Order Routing Practices (Historical, while Altruist was using Apex Clearing)
Margin Truth-in-Lending Statement
OTCBB - Low-Priced Securities Disclosure
Trading Risk Disclosures Package
TaxIQ Tools and Rebalancer Disclosures
Privacy Notice and Privacy Policy
Promotions Terms
Move Money Authorization Template
Security and Insurance Disclosures
Statements of Financial Condition
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All-in-one custodial solution
for modern advisors.
Use Cases
Go Independent
Scale your RIA
Increase Profitability
Start an RIA
Product
Self-Clearing Custodian
Portfolio Management
Model Marketplace
Fee Billing
Portfolio Reporting
Client Experience
Advisor Experience
Explore Product
Customers
Resources
Blog
Webinars
Podcasts
The Road To $100M
Content Marketing Playbook
RIA Launch Kit
Sign in
Talk to us