How Do I Add or Update a Beneficiary?

You can add or update beneficiaries easily through your Altruist client portal.

To get started:

• Sign into the client portal.
• Select your client avatar (located at the top right hand corner of every page). 

• Select “Settings.”

• Select “Accounts” (on the top right).

• Click on the specific account row to open the account detail drawer on the right.

• Scroll down to “Add Beneficiary.”

• Enter beneficiary information to complete the process.