Access PDFs 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.
Click the pictures below to access the information.
Open Your Investment Account Through Altruist
Securely Link Your Bank to Your Existing Altruist Account
Using Bank User ID & PW on Altruist App with Smartphone or Tablet
Using Bank User ID & PW on Altruist WEBSITE with desktop computer or laptop
Using Bank Account & Routing Numbers on Altruist App with Smartphone or Tablet
Using Bank Account & Routing Number on Altruist WEBSITE with desktop computer or laptop
