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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

  1. On your mobile device, go to the Apple App Store or Google Play Store and search for Altruist Client.
  2. Complete the download process as usual for your device.
  3. When you open the app, you will be prompted to log in.
  4. Enter your email address and password. If you have trouble with your password, please call us at the office M-F, 9-5, (650) 368-5785 and we will help to reset it.

Make Mobile Deposits

The following screen shots will take you through the process, step by step. If you haven’t yet installed the app, scroll up to the section above for download instructions.

Before using the app to deposit as described below, write a check:

How to Submit a Check Deposit (Client Web Portal)

Clients can submit check deposits directly from the Altruist client web portal — no mobile app required.

When using the client web portal, we recommend taking the check photos with a mobile phone first and then uploading those images. Check that images meet all quality standards before uploading — images that are angled, blurry, shadowed, or missing corners may be rejected. See Check Image Requirements above for the full checklist.

How to Submit a Mobile Check Deposit (Client Mobile App)

Clients can deposit checks independently using the Altruist mobile app. 

The mobile app guides you through capturing the front and back of the check in-app. Make sure the check is flat, well-lit, and all four corners are fully visible before capturing. See Check Image Requirements above for the full checklist.

Steps:

  • Open the Altruist mobile app and navigate to the Transfers tab.
  • Tap Deposit and tap By check
  • Select the destination account.
  • If depositing into a retirement account, select the Contribution Reason and Contribution Year. 
  • Enter the deposit amount.
  • Follow the on-screen prompts to allow the app to access the phone’s camera feature, and capture the front and back of your check.
    • Hold the check flat against a dark, solid background.
    • Make sure all four corners are visible and the image is in focus.
  • Review the deposit details on the confirmation screen.
  • Tap Submit.
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