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Altruist is a modern custodian built from the ground up for independent advisors and their clients. Clean, fast, and intuitive — Altruist gives you a clear view of your portfolio with a streamlined interface designed around simplicity and transparency.
Altruist was purpose-built for independent registered investment advisors and their clients. Unlike legacy custodians, Altruist's platform is modern, fast, and designed around clarity — giving you a clean view of your accounts without the clutter of a retail brokerage.
A clean, modern view of your total portfolio value, individual account balances, and performance — updated in real time throughout the trading day.
Drill into any account to see a full breakdown of positions, share quantities, current values, and gain/loss — organized cleanly without clutter.
View a complete record of every trade, dividend, deposit, and withdrawal with intuitive filtering and clean presentation.
Download monthly statements, trade confirmations, and tax documents directly from the Altruist portal — organized and accessible anytime.
Full account access from the Altruist mobile app — check balances, view positions, and review transactions from anywhere on iOS or Android.
Your assets held at Altruist are protected by SIPC coverage up to $500,000, with Altruist operating under FINRA and SEC oversight.
Altruist's portfolio view is built for clarity — a clean, modern interface that shows your account values, holdings, and performance without the noise of a traditional brokerage platform. Everything you need, nothing you don't.
Altruist's transaction history is clean and navigable — trades, dividends, interest, deposits, and withdrawals, all organized chronologically with filtering by date, account, and transaction type.
The Altruist mobile app gives you full access to your account balances, holdings, performance, and statements — all in real time from your phone.
Log In to Altruist →Your Pine Valley advisor sets up your Altruist account as part of onboarding. Reach out if you need help accessing your account or have questions about your holdings.