One portal, one plan.

Altruist: your accounts

Altruist is one of the custodians we use, alongside Charles Schwab. For accounts custodied at Altruist, the portal at app.altruist.com/login shows balances, positions, and performance for every account we manage. Monthly statements and tax documents post there as paperless documents, so nothing sensitive travels by email.

First login: we send an invitation to the email address on file. Follow the link, set a password, and enable multi-factor authentication when prompted. Do not skip that step. Bookmark the login page directly rather than reaching it through search results.

Sources: Altruist client login

Your plan

Your financial plan is prepared and maintained by us and delivered to you directly: your net worth statement, retirement projections, tax and withdrawal illustrations, and the task list we work from between meetings. We review it together at every planning meeting and update it as your life changes.

Need the latest copy between meetings? Email us and it goes out the same business day. For anything carrying an account number or a Social Security number, ask us for a secure upload link rather than attaching it to a plain email.

Security practices

We will never email or text you asking for a password, a login code, or account credentials. Neither will Altruist. If a message asks for any of those, it is not from us. Do not click it. Call us at (301) 531-4413 and we will verify together.

Turn on multi-factor authentication in the portal. Use a password manager. If an email about your accounts feels even slightly off, call before you act. We would rather take fifty cautious calls than clean up one compromised account.

Locked out or stuck

If you cannot get into the portal, email info@compoundadvisory.co or call (301) 531-4413. Password resets for Altruist run through their own system, but we can confirm the invitation email on file and stay on the phone while you work through it. We respond within one business day, usually much faster.