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.
App does not work on my IPad. Just a black page.
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.
Great app
Easy to use, clean and efficient.
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
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.
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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.
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.
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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!
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!
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Happy customer
I love how my account is being handled. Feels like my personal account managers are working hard for me .
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.
Essentially, I’m forced to use a browser on my Windows PC.
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!
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Clean
Easy to use, crisp minimal look, nothing in the way of efficiency- well done 👏🏻👏🏻👏🏻
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.
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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.
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.
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.
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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
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
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Client
Excellent management and personal care. Great performance on investment returns.
Superb
Altruist is simple and intuitive to use. It has very clear menu options that precisely navigate where one would logically expect to go.
