---
title: How to Connect Your Altruist Account to YourStake
description: Follow these steps to successfully integrate your Altruist account with YourStake.
---

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# How to Connect Your Altruist Account to YourStake

## Follow these steps to successfully integrate your Altruist account with YourStake.

1. From the [home page](https://www.yourstake.org/ui/advisor/home?hsLang=en), select the “Setup” tab located to the left of the site. Then click on the “Manage Integrations” option.
   
   ![How to Connect Your Altruist Account to YourStake (1)](https://help.yourstake.org/hs-fs/hubfs/How%20to%20Connect%20Your%20Altruist%20Account%20to%20YourStake%20(1).png?width=670&height=184&name=How%20to%20Connect%20Your%20Altruist%20Account%20to%20YourStake%20(1).png)
2. The user will automatically be redirected to the Integration page. Within the Altruist section, click on the “Connect” button.
   
   ![How to Connect Your Altruist Account to YourStake (2)](https://help.yourstake.org/hs-fs/hubfs/How%20to%20Connect%20Your%20Altruist%20Account%20to%20YourStake%20(2).png?width=670&height=134&name=How%20to%20Connect%20Your%20Altruist%20Account%20to%20YourStake%20(2).png)
3. The user will then be connected to Altruist and asked to log in.
   
   ![How to Connect Your Altruist Account to YourStake (3)](https://help.yourstake.org/hs-fs/hubfs/How%20to%20Connect%20Your%20Altruist%20Account%20to%20YourStake%20(3).png?width=670&height=319&name=How%20to%20Connect%20Your%20Altruist%20Account%20to%20YourStake%20(3).png)
4. Once the user is signed in they will see a message letting them know that the connection is complete and will be redirected back to the YourStake integration page.
   
   ![How to Connect Your Altruist Account to YourStake (4)](https://help.yourstake.org/hs-fs/hubfs/How%20to%20Connect%20Your%20Altruist%20Account%20to%20YourStake%20(4).png?width=670&height=482&name=How%20to%20Connect%20Your%20Altruist%20Account%20to%20YourStake%20(4).png)
5. Verify that the integration is completed on the YourStake side if there is a green box next to the integration name that says “Connected”.
6. Once the integration has been complete, the data will connect and start flowing overnight.

 

 

### What data will be pulled?

- Every Household 
    - Name of Household
- Every Active Account within each Household   
    - Account Number
    - Account Registration (Type)
- All Holdings within each Account 
    - Symbol/CUSIP
    - Cost Basis
    - Open Date
    - Description
    - Quantity
    - Market Value

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