How do I connect my bank account to Altruist?

You can link your bank accounts to your Altruist accounts

Via the Altruist Mobile App:

From Settings

1. Select “Settings” at the top right of your home screen in the Altruist app (Gear icon).
2. Navigate to “Funding Accounts” then click on the Altruist account you would like to connect to your checking account
3. Click “+ Add Funding Account”
4. A window will pop up “Altruist uses Plaid to connect your bank account”
5. From here, you will be prompted to use Plaid. Look up your banking institution and enter your online banking credentials. Plaid will instantaneously connect your accounts and allow you to make transfers to and from your bank and investment account.

From Transfers

1. Select the “Transfers” tab in the bottom navigation menu.
2. Select “Deposit” or “Withdraw” option and Altruist brokerage account.
3. Then click on the Altruist account you would like to connect to your checking account
4. Click “+ Add Funding Account”
5. A window will pop up “Altruist uses Plaid to connect your bank account”
6. From here, you will be prompted to use Plaid. Look up your banking institution and enter your online banking credentials. Plaid will instantaneously connect your accounts and allow you to make transfers to and from your bank and investment account.

Using a web browser at https://app.altruist.com

1. Log into Altruist. 
2. Click on the gray circle with your initials in the top, right hand corner of the screen and select “settings”.
3. Then switch from the "Profile" tab to "Accounts" in the top right quadrant of the screen
4. On the left hand side of the screen will be a list of your Altruist accounts. Click on the account you would like to connect to your checking account
5. Scroll down to the section titled "Funding Accounts" and click "Add Funding Account." 
6. A window will pop up “Altruist uses Plaid to connect your bank account”
7. From here, you will be prompted to use Plaid. Look up your banking institution and enter your online banking credentials. Plaid will instantaneously connect your accounts and allow you to make transfers to and from your bank and investment account.

Please note regarding Chase accounts: When connecting your bank account via Plaid, Chase will display a "Virtual Account Number" in place of your regular bank account number. This is designed to protect you from potential fraud.