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<a href="https://altruist.com/" rel="nofollow noopener noreferrer" target="_blank">Altruist</a> is now available for open Beta in Swivel Sync.

Use this like any other Swivel Sync-supported carrier or institution -- your usage and feedback help us refine, improve and stabilize for general availability. For questions, issues or feedback, contact us via Swivel Help Chat or <a href="mailto:sync@swivelcrm.com" rel="nofollow noopener noreferrer" target="_blank">sync@swivelcrm.com</a>.

🔗 To learn more about setting up this carrier/institution for Swivel Sync, please visit the <a href="https://help.swivelcrm.com/en/articles/8545801-managing-connected-institutions-and-login-sources">Managing Connected Institutions and Login Sources</a> article.

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Supported Login URL	https://app.altruist.com/login
MFA Login Required	Yes
Est. Link Session Duration	up to 1 day
Data Types	Values
Values	Account Balance Cash Held Directly Deposits Withdrawals

Product	Product Type
Individual	Brokerage
IRA	Retirement
Joint Tenants WROS	Brokerage
Minor Roth IRA	Retirement
Retirement Trust	Trust
Rollover IRA	Retirement
Roth Beneficiary IRA	Retirement
Roth IRA	Retirement
Roth SOLO 401K	Retirement
SEP IRA	Retirement
SIMPLE IRA	Retirement
SOLO 401K	Retirement
Traditional Beneficiary IRA	Retirement
Trust	Trust
UTMA	Custodial

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