Altruist Client
The way money should feel.
How much does Altruist Client cost?
Prices are current as of 12 Sept 2026.
Altruist Client has no in-app products on record in the United States.
10+ alternatives to Altruist Client
| Altruist Client |   Canopy Client Portal |   Jump AI |   NetXInvestor™ Mobile |   Elements App |   MyRepChat |   RightCapital |   Range Finance, Inc. |   Schwab Advisor Center® Mobile |   eMoney Client Portal |   myAdvisorLink | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rating / 5 | 4.8 | 4.9 | 4.9 | 1.9 | 4.6 | 2.8 | 3.8 | 4.5 | 2.6 | 3.6 | 3.3 |
| Reviews | 1.6K | 24K | 1.5K | 418 | 53 | 48 | 48 | 48 | 47 | 28 | 13 |
| Released | 2020 | 2019 | 2024 | 2014 | 2021 | 2017 | 2018 | 2025 | 2012 | 2025 | 2019 |
Altruist Client reviews
4.8 out of 5, based on 1,601 reviews.
What people like
- Very easy to use and sign up
- Loads quickly and stays stable
- Clean design with no clutter
What they complain about
- No iPad app or mobile website
- Lacks detailed portfolio data and charts
- Crashes or shows black screens often
Great app
Easy to use, clean and efficient.
No longer opens
I attempted to check on my account and it said I needed an updated version. I did the update and now it won’t open. Not helpful at all. App does not work on my IPad. Just a black page.
Good but not great
I like this app but since I am using a financial advisor I mostly use it to check on my investments and rarely the other functions. As such a user, would I imagine is fairly common, there are a couple of features I’d really like to have. First of all, on the front page I’d like to have today’s change. Currently the smallest amount is one week, I would like to see the change since yesterday, or the last business day. Secondly, I like it to remember which page I use. Currently I use the one week because it’s the closest to one day… But whenever I launch the app it reverts back to one year which is pretty useless for my purposes.
Missing iPad App
Go to the website with an iPad and it tells you to continue with the desktop website (which it doesn’t allow you to do) or get the app. Well, this here is this app. And it’s an iPhone only app. I can simulate an iPhone screen on my iPad and run the client that way, but it’s not an iPad app. Make an iPad client please!
Ok, not great app
I was switched from another financial service provider by my advisor but I find this app not nearly as good. It needs to show me all of my stocks with a daily update, not a weekly one.
Excellent and easy!
Great app that easily lets you see your money, progress and organize your goals!
Unable to create account
No option to sign up as a client. Only option available is if you are an advisor
Good app, needs work.
The app is overall good and does me very well, I feel like more data should be added though, as in what percentage of your money is in what stocks ect. Pie charts would be really helpful if you were able to click on the account and click on statistics then have all these numbers and charts to look at, convenience is key and it’s the small things that matter.
Not working
I have always used the App but now it just goes to a black screen. Not sure if app or my phone or both but doesn’t work anymore
Okay App with Bugs
This app works pretty good but has some very elementary engineering problems with the app. There are some very basic things such as it will not allow more than 3 bank accounts for a household. My wife has our account linked and it only works on her account. If I try to transfer money, the system blocks me and it says “bank already listed” if I try to add my own. The plaid connector isn’t great for linking. The unrealized / realized gains is pretty misleading for end users. You have to go into a specific account to get details but it mixes type of account. From a platform fee and minimum ux, the site works well. There are very low level fixes that haven’t been prioritized and can rapidly enhance the user experience.
Happy customer
I love how my account is being handled. Feels like my personal account managers are working hard for me .
Lacking for end users
I’ve been using the app for 9 months. It’s very obvious they are built for RIAs and that’s where their focus is. If Altruist doesn’t start really thinking about the end user experience on their app/desktop site (or lack thereof) they will hit a wall at some point. The platform lacks most features found on Schwab, etc. Even the weak JPM Chase self directed app blows this away. I regret moving to Altruist and will likely have my advisor move everything back soon. Something as simple as getting estimated annual divs/int can’t be found…it’s really a low info app. Really wish Altruist would focus on an advanced user level or something. Instead, they keep announcing the newest RIA tools for onboarding. Who cares if you’re a client trying to use the app for info. I suspect they’re intentionally hiding information to discourage analysis of the RIA’s performance.
Cannot use Face ID
Since a recent update, Face ID to login no longer “saves”. The app is making me enter the email and password every time I want to login. It’s a PITA.
IPAD app
App does not view correctly for the IPAD, would be much better if they had this.
Amateur
Being forced to use the iPhone app on my iPad is annoying! Essentially, I’m forced to use a browser on my Windows PC.
Clean
Easy to use, crisp minimal look, nothing in the way of efficiency- well done 👏🏻👏🏻👏🏻
Pathetic
These clowns don’t even have a functioning website for mobile devices. Now I see their REQUIRED app (unless you want to dig out your PC) is only for iPhone iOS (no iPad, hahaha). Tells me so much about the operation. Also, I downloaded the app on a burner phone (just for fun) and my active 2-factor authentication from the website doesn’t work (asked to setup as new). The app then verified my identity with a non registered number of my choosing. Real safe Grow up children!
Needs dark mode!! Plus a few others
This app really does need dark mode, please! My eyes are burning! Also, when adding a linked bank account manually, please make the app so that it does not erase all the information that you typed whenever your phone gets some kind of alert and also enable it so that you can paste in account information from the clipboard. That would make Going through this process a lot easier.
Why can’t you put nicknames on accounts
The app is OK but since most banks will not expose your actual account number, what you see in altruist is a random account number. You can’t put a nickname on the account so if you have multiple funding accounts you’ll have to guess every time you deposit and if you’re wrong you get slapped with a fee
Client
Excellent management and personal care. Great performance on investment returns.
Update broke the app
It was working. Now the app won't login because of an update. Furthermore, the views of performance of stocks, portfolio positions, and details about my holdings is abysmally simplistic. It's like a finance app for 6 yr olds.
Just ok
It’s a decent portal to look at very basic information. I’m surprised there’s no intra-day chart or a search function. Of the other trading platforms I’ve used, it feels like this is about 1/4 of a real app.
Superb
Altruist is simple and intuitive to use. It has very clear menu options that precisely navigate where one would logically expect to go.
Update broke login
Just did the update on 5/7, now I can’t see my account. VPN on or off, it doesn’t matter. Frustrating, do better.
Black screen
Used to work great. Now black screen.
Easy, Intuitive, Stable
I have opened this app 5-6 days a week, every week, for approximately 13 months. I am an end client on the Altruist platform, but also an advisor on the platform, so I regularly log in as any end client would to review my personal accounts and experience the app the way that they do. First and foremost, the app is incredibly stable. It loads quickly, with accurate information and functionality, at any hour of any day. This may seem like a given these days, but it is not, and it is the most important feature of any app with critically important information in my view. Second, the layout and ease of use is excellent. And finally, Altruist is constantly making improvements, adding information, and incorporating end-user feedback to improve the app.
Forced to download an app I can’t even get into
Why you’re forced to download an app on a mobile device is insane. Im tired of companies data mining. And even after downloading the app, it’s unusable. As a first step, it takes you to a screen to enter a code from your Authenticator app. What Authenticator app? This is my first time logging in so that’s not set up yet. And now even with force closing the application and restarting my phone, all it does is take me back to that screen. There is no way to leave that screen.
Limited information
I agree with another user, not enough detail. The screens are simple and easy to navigate, but this is fluffy stuff. I am not hard core, but I do like more data without needing to go to a different sight. Also, not being able to use browser on my iPad doubles the disappointment. I still might have my advisor switch me to a more full featured platform.
Love this app
This was so easy, I appreciate the time and effort you put into generating this app.
Poor app
This app has only minimal functionality and once it gets stuck on authentication, it doesn’t function. I hope it works better for my financial advisor.
iPad size screen please
On my iPad the face and info is the size of my phone screen. Do you have a bigger version?
Intuitive
Very easy and intuitive to sign up and use. Most financial services firms aren’t. This one is easy and pleasant.
Crashes phone
Haven’t had an app crash an iPhone in many years. This app does now. Needs work.
$
Great app. Easy to use and fast transactions.
Latest update broke it
I updated my app a couple of days ago, around July 22, and since then the graph is showing nearly flat in the six month mode. Also, I can’t find no way to get help from the app. It’s never been great, but at least I was able to see a snapshot of how I’m doing based on the graph. Now this app is essentially worthless to me. Please fix it.
Altruist Client FAQ
- Is Altruist Client free?
- Yes. The app is free, in all 175 countries it sells in, and it sells nothing inside it.
- Does Altruist Client have a free trial?
- No. None of its offers (US) come with a free trial.
- What are the best alternatives to Altruist Client?
- Canopy Client Portal (4.9 from 23,866 reviews), Jump AI (4.9 from 1,524 reviews) and NetXInvestor™ Mobile (1.9 from 418 reviews).
Altruist Client download
Last updated 27 days ago.
Altruist Client sells in 175 countries. It was released 6 years and 6 months ago, on 4 Apr 2020. It holds a 4.8 rating from 1,601 reviews.
Supports 1 language: English.
How much does Altruist Client make?
Third-party estimates for the last 30 days, worldwide — not the store's own figures, which Apple publishes for nobody.