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How to Access Your Statements in Altruist

 

Where to Find Your Documents

  1. Log in to Altruist: https://app.altruist.com/login
  2. Navigate to Documents: Once logged in, click on your initials icon in the top-right corner of the page.
  3. Click on the Documents Tab:Altruist tax1
  4. [Optional] Use Documents Filter: In the Documents section, you can use the Documents Type filter to locate specific forms easily:Altruist tax3
5. IMPORTANT! Make sure that you select each account to get the available tax document for that account