Access the following links on how to set up your investment accounts using the Altruist website and App. We will continue to add instructions for other items. Please send us a message if you have any instructions you would like to see on this page https://www.finplans.com/contact.

Adding or Updating your Beneficiary Designations with Altruist

Getting Started with Altruist

            This link helps with setup, login and how to use Altruist. 

Guide to Funding Your Altruist Account

This link provides instructions on linking your bank account.