How do I add a beneficiary to my account?

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.

How do I add a beneficiary to my account? - Invest Vegan
How do I add a beneficiary to my account? - Invest Vegan

Then select “accounts” right below your initials.

How do I add a beneficiary to my account? - Invest Vegan
How do I add a beneficiary to my account? - Invest Vegan

Scroll all the way to the bottom of the page, and you’ll see a convenient space to add your beneficiaries.

How do I add a beneficiary to my account? - Invest Vegan
How do I add a beneficiary to my account? - Invest Vegan

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.

How do I add a beneficiary to my account? - Invest Vegan
How do I add a beneficiary to my account? - Invest Vegan
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