Altruist

Tips and answers for using our brokerage platform

• Setting up recurring deposits
• How do I withdraw my funds?
• Can you explain the terms and agreements?
• Will my Carbon Collective account show up on Personal Capital?
• How do I find my Altruist account number?
• How do I connect my bank to Altruist?
• How can I add my bank account without using my banking credentials?
• How do I add or update beneficiaries to my investment accounts?