Standard Timeline
- Initial consultation: Same day or within 24 hours
- Account opening paperwork: 2-3 business days
- Account funding: 1-5 business days depending on method
- Investment implementation: 1-2 business days after funding
- Total time to full investment: 5-10 business days
Required Documentation
- Government-issued photo ID
- Social Security card or tax documents
- Proof of address (utility bill or bank statement)
- Employment verification (if required)
Process Steps
- Discovery Call: Discuss your goals, values, and investment approach
- Account Application: Complete Altruist custodial paperwork
- Identity Verification: Standard KYC (Know Your Customer) process
- Funding Setup: Link bank accounts or initiate transfers
- Strategy Implementation: Begin investing according to your chosen approach
- Portal Access: Receive login credentials for the Altruist client portal
Funding Options
- ACH Transfer: 3-5 business days (most common)
- Wire Transfer: Same day processing available
- Check Deposit: 5-10 business days
- Account Transfer: 2-6 weeks depending on complexity
What We Handle
We manage all aspects of the setup process, providing guidance and support throughout to ensure a smooth transition to ethical investing.