You can quickly add or update your beneficiaries through the Altruist client portal. As of February 2024, this functionality is not supported through the client app.
To get started, log in and click your initials in the upper right hand corner of the screen.
Then select “accounts” right below your initials.
Scroll all the way to the bottom of the page, and you’ll see a convenient space to add your beneficiaries.
Note: if you have more than one account with us, you can designate a different beneficiary for each of them by selecting from the menu at the left hand side of the screen.