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). 
How Do I Add or Update a Beneficiary? - Invest Vegan
How Do I Add or Update a Beneficiary? - Invest Vegan
  • Select “Settings.”
How Do I Add or Update a Beneficiary? - Invest Vegan
How Do I Add or Update a Beneficiary? - Invest Vegan
  • Select “Accounts” (on the top right).
How Do I Add or Update a Beneficiary? - Invest Vegan
How Do I Add or Update a Beneficiary? - Invest Vegan
  • Click on the specific account row to open the account detail drawer on the right.
How Do I Add or Update a Beneficiary? - Invest Vegan
How Do I Add or Update a Beneficiary? - Invest Vegan
  • Scroll down to “Add Beneficiary.”
How Do I Add or Update a Beneficiary? - Invest Vegan
How Do I Add or Update a Beneficiary? - Invest Vegan
  • Enter beneficiary information to complete the process.
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