---
title: Altruist Guide | Advisor Wealth Management Help Center
description: Altruist Guide
---

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1. [Advisor Wealth Management Help Center](https://help.advisor.com/)
2. [Altruist Guide](https://help.advisor.com/altruist-guide)

# Altruist Guide

- [How to Access Your Tax Documents in Altruist](https://help.advisor.com/how-to-access-your-tax-documents-in-altruist)

## Altruist FAQs

- [How to Access Your Statements in Altruist](https://help.advisor.com/how-to-access-your-documents-in-altruist)
- [How To Rollover Your 401(K) Into Altruist](https://help.advisor.com/how-to-rollover-401k-to-altruist)
- [IRA Contributions And Distributions: What You Need To Know](https://help.advisor.com/ira-contributions-and-distributions-what-you-need-to-know)
- [How do I add or update beneficiaries to my Altruist investment accounts?](https://help.advisor.com/altruist-beneficiaries)
- [What are Move Money Authorizations?](https://help.advisor.com/move-money-authorizations)
- [Can I pay my membership fees from Altruist?](https://help.advisor.com/can-i-pay-my-membership-fees-from-altruist)

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## Getting Started

- [About Altruist](https://help.advisor.com/altruist)
- [Creating Your Altruist Account](https://help.advisor.com/altruist-start-here)
- [How To Link Your Bank Account To Altruist](https://help.advisor.com/funding-your-altruist-accounts)
- [Altruist Overview](https://help.advisor.com/altruist-overview)
- [Earn more with Altruist Cash](https://help.advisor.com/earn-more-with-altruist-cash)

- [Getting started](https://help.advisor.com/getting-started)
- [Altruist Guide](https://help.advisor.com/altruist-guide#main-content)

    - [Altruist FAQs](https://help.advisor.com/altruist-guide#altruist-faqs)
    - [Getting Started](https://help.advisor.com/altruist-guide#getting-started)
- [RightCapital Guide](https://help.advisor.com/rightcapital-guide#main-content)

    - [Budgeting](https://help.advisor.com/rightcapital-guide#budgeting)
- [FAQs](https://help.advisor.com/faqs#main-content)

    - [Insurance](https://help.advisor.com/faqs#insurance)
- [Taxes & Tax Filing Services](https://help.advisor.com/taxes-tax-filing-services#main-content)

    - [Tax Filing Services](https://help.advisor.com/taxes-tax-filing-services#tax-filing-services)
    - [Taxes & FAQs](https://help.advisor.com/taxes-tax-filing-services#taxes-faqs)
- [Life Event Guides](https://help.advisor.com/life-event-guides)
- [Holistic Financial Planning](https://help.advisor.com/holistic-financial-planning#main-content)

    - [Budgeting](https://help.advisor.com/holistic-financial-planning#budgeting)
    - [Roadmap to Success](https://help.advisor.com/holistic-financial-planning#roadmap-to-success)
    - [Financial Planning Activities](https://help.advisor.com/holistic-financial-planning#financial-planning-activities)
- [Investing](https://help.advisor.com/investing#main-content)

    - [The Basics](https://help.advisor.com/investing#the-basics)
    - [Investment Strategies](https://help.advisor.com/investing#investment-strategies)
    - [Funds Transfers](https://help.advisor.com/investing#funds-transfers)
- [Estate Planning](https://help.advisor.com/estate-planning#main-content)

    - [About](https://help.advisor.com/estate-planning#about)

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