How to Connect Your Altruist Account to YourStake

1. From the home page, select the “Setup” tab located to the left of the site. Then click on the “Manage Integrations” option.
   
   
2. The user will automatically be redirected to the Integration page. Within the Altruist section, click on the “Connect” button.
   
   
3. The user will then be connected to Altruist and asked to log in.
   
   
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.
   
   
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