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How To Link Your Bank Account To Altruist

Funding Your Altruist Accounts

Altruist allows you to easily open and fund your accounts in just minutes. Whether you prefer using their mobile app or a desktop browser, you can conveniently fund your accounts, track your investment progress, review your portfolio holdings, and download important documents such as statements and tax forms with just a few simple clicks.


How to Link Your Bank Account to Altruist

Link Via the Altruist Mobile App:

  1. Select “Settings” at the top right of your home screen in the Altruist app (Gear icon).
  2. Navigate to “Funding Accounts” then click on the Altruist account you would like to connect to your checking account
  3. Click “+ Add Funding Account”
  4. A window will pop up “Altruist uses Plaid to connect your bank account”
  5. From here, you will be prompted to use Plaid. Look up your banking institution and enter your online banking credentials. Plaid will instantaneously connect your accounts and allow you to make transfers to and from your bank and investment account.
  6. Manual Option: If your bank is not listed, you can manually enter your routing and account numbers.

 

Link using a web browser at https://app.altruist.com

  1. Log into Altruist. 
  2. Click on the gray circle with your initials in the top, right hand corner of the screen and select “settings”.
  3. Then switch from the "Profile" tab to "Accounts" in the top right quadrant of the screen
  4. On the left hand side of the screen will be a list of your Altruist accounts. Click on the account you would like to connect to your checking account
  5. Scroll down to the section titled "Funding Accounts" and click "Add Funding Account." 
  6. A window will pop up “Altruist uses Plaid to connect your bank account”
  7. From here, you will be prompted to use Plaid. Look up your banking institution and enter your online banking credentials. Plaid will instantaneously connect your accounts and allow you to make transfers to and from your bank and investment account.
  8. Manual Option: If your bank is not listed, you can manually enter your routing and account numbers.

 

 

 

Please note regarding Chase accounts: When connecting your bank account via Plaid, Chase will display a "Virtual Account Number" in place of your regular bank account number. This is designed to protect you from potential fraud.