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.
