Get Started
Client Login

Altruist

If your account is held with Altruist LLC, the Altruist Client app provides access to your account, tax statements, and trade confirmations. See account information for balances, holdings, activity, and order status.

Get the app
Make Mobile Deposits

Download instructions

Get the app
  1. Complete the standard app download and install process for your device.
  2. Open the app. You will be prompted to log in.
  3. Enter your email address and password.
  4. If you have trouble logging in with your password, please call us at the office M-F, 9-5, (650) 368-5785, and we will help to reset it.

Check instructions

When funding an account by check, it’s important to follow the instructions outlined below. Doing so helps ensure timely processing and avoids unnecessary delays. If the instructions aren’t followed, the check may be returned to the sender or to the address of record. You should always keep a copy of submitted checks for 7 business days until funds are deposited.

Please make sure each check meets the following criteria:

  • Endorsement Requirements: Endorsement is only required when the check is made payable directly to the account holder. If the check is made payable to ALTRUIST FBO Account Holders Name, no endorsement is required.
  • Account Holders Name: The name on the check must match the name on your Altruist account.
  • Account Number: Always include the full 8-digit Altruist account number on the memo line. Checks without an account number will be returned.
  • Contribution Year: If the check is for a qualified retirement account, include the applicable contribution year in the memo line.
  • Memo Line Format Examples 

    Non-retirement: 12345678 – Jordan Lee

    Retirement: 12345678 – Jordan Lee – 2024 Contribution

Certified Mail Recommended: To ensure secure delivery and tracking, we recommend sending checks via certified mail.

For regular mail, mail checks to:

Altruist Financial LLC

PO Box 219069

Kansas City, MO 64121-9069

For overnight mail, mail checks to:

Altruist Financial LLC

801 Pennsylvania Ave
Suite 219069

Kansas City, MO 64105-1307

How to make mobile deposits

Mobile app screen showing “Transfers” with options to select “Deposit” or “Withdrawal,” and a link to deposit by wire transfer. Navigation bar at the bottom.

Open the Altruist mobile app and navigate to the Transfers tab.

Transfer options screen showing “Deposit” as selectable and “Withdrawal” as grayed out, with a link below asking about depositing by wire transfer.

Select Deposit

Mobile banking screen showing two deposit options: “From a bank account” for electronic transfer, and “By check” for depositing via photo of a paper check.

Select By check. Select the destination account.


Note: If depositing into a retirement account, select the Contribution Reason and the Contribution Year.

A form screen asks “How much?” with an amount field showing “$0.00” and a disabled “Continue” button at the bottom.

Enter the deposit amount.

Screenshot of a mobile app screen showing options to capture and review images of the front and back of a check, with “Replace” buttons and a “Review” button at the bottom.

Follow the prompts to allow the app to access your phone’s camera. Then capture the front and back of your check.

Note: Position the check flat against a dark, solid-colored background. Make sure all four corners of the check are visible and the image is in focus.

Mobile app screen for confirming a deposit, showing options for account, amount, front and back of check, and a “Confirm” button at the bottom.

Review your deposit details on the confirmation screen. When you’re ready to proceed, click Submit.