How to set up an integration with Altruist

This article will show you how to set up an integration with Altruist, in order to bring in account data into Blueleaf.

First, go to your settings from the Advisor dashboard:

Then click "3rd Party Integrations"

Next, click " Authenticate with Altruist"

You will be prompted to log into Altruist, and authorize data access for Blueleaf.

Once successful, you'll be redirected back to Blueleaf

After this process is complete, your Altruist account data will be imported into Blueleaf within the next 24 hours.