FinDash Docs · Reviewed 2026-08-09
Altruist Custodial Integration
Connect the firm Altruist account, map custodial accounts, and sync client portfolios.
Connect the Firm
A firm admin or authorized custodian manager opens Firm Settings → Custodian Integrations, selects Connect Altruist, and signs in with the firm's Altruist advisor credentials. Complete the Altruist authorization before attempting account mapping.
Review Suggested Matches
Altruist accounts can receive Suggested matches based on the client name. A suggestion is not final until an authorized manager selects Accept, uses Accept All Suggestions, or chooses a different client. Unmatched accounts can be mapped manually.
Create or Invite a Client
Create Client creates a FinDash client and maps the selected Altruist account. By Email creates a pending mapping that completes after the client signs up. Review identity details before creating a duplicate household or login.
Refresh Versus Sync
Refresh Account List pulls new or currently unlinked Altruist accounts. Sync Client Portfolios updates balances and holdings for accounts already linked to clients. Linked portfolio data also syncs automatically each day at 6 AM Eastern.
Data and Permissions
Mapped clients can receive account balances, holdings, cost basis, transactions, and account details. Only the firm owner or a user with Custodian Admin management access can accept, map, create, or unmap accounts; other permitted viewers see connection and mapping status without changing it.
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