{"id":422,"date":"2025-03-18T21:51:27","date_gmt":"2025-03-18T21:51:27","guid":{"rendered":"https:\/\/altruist.com\/?page_id=422"},"modified":"2026-02-09T21:15:15","modified_gmt":"2026-02-09T21:15:15","slug":"get-started-clients","status":"publish","type":"page","link":"https:\/\/altruist.com\/get-started-clients\/","title":{"rendered":"Use The Platform"},"content":{"rendered":"
\n

Client Onboarding<\/p>\n\n\n

Getting started with Altruist.<\/h1>\n\n\n

Welcome to a better way of working with
your independent financial advisor.<\/p>\n\n\n\n

\n
Watch the video<\/a><\/div>\n<\/div>\n<\/div>\n\n\n
\n
<\/div>\n\n\n

Fast and Easy<\/strong><\/p>\n\n\n

Three simple steps.<\/h2>\n\n\n
<\/div>\n\n\n
\n
\n
\n
\n

Step 1<\/strong><\/p>\n\n\n

You’ll receive an email from hello@altruist.com inviting you to setup your Altruist account.<\/p>\n<\/div>\n\n\n

\"\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n
\n
\n
\n

Step 2<\/strong><\/p>\n\n\n

Accept your invitation and create your Altruist username and password.<\/p>\n<\/div>\n\n\n

\"\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n
\n
\n
\n

Step 3<\/strong><\/p>\n\n\n

Log in to Altruist and follow the recommended next steps provided by your advisor.<\/p>\n<\/div>\n\n\n

\"\"<\/figure>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n
\n
\n
\n
\n
\n

Access Altruist
from anywhere.<\/h2>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
\n
\n

Use Altruist’s functionality on-the-go with an intuitive mobile experience.<\/p>\n\n\n\n

\n
Download app<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n
\"\"<\/figure>\n\n\n
\n

Explore Altruist<\/h4>\n\n\n

Review our collection of educational videos
to get more out of the Altruist client portal.<\/p>\n\n\n

\n
\n
\n
\n