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Yes, Marloo connects to your Altruist accounts through Morningstar ByAllAccounts. Once connected, accounts and holdings show on each client's record and update daily.

The Altruist integration page shows the Altruist account feed.

<b>The quickest way:</b> ask Marloo, "Help me connect my Altruist accounts". Marloo sends you a link to click, then guides you through the rest.

For the steps to connect, link accounts to clients and disconnect, see <a href="https://help.gomarloo.com/en/articles/17443478-use-your-us-custodian-accounts-in-marloo">Use your US custodian accounts in Marloo</a>.

The Altruist page lists four steps to set up and review its feed.

No. Marloo receives your Altruist account data through Morningstar ByAllAccounts, with your authorization.

<b>Is this an official Altruist integration?</b>

<a href="https://help.gomarloo.com/en/articles/17443478-use-your-us-custodian-accounts-in-marloo">Use your US custodian accounts in Marloo</a>

<a href="https://help.gomarloo.com/en/articles/16672598-using-the-morningstar-integration-in-marloo">Using the Morningstar integration in Marloo</a>

<a href="https://www.marloo.com/us/integrations" rel="nofollow noopener noreferrer" target="_blank">Marloo integrations</a>

- <a href="https://help.gomarloo.com/en/articles/17443478-use-your-us-custodian-accounts-in-marloo">Use your US custodian accounts in Marloo</a>
- <a href="https://help.gomarloo.com/en/articles/16672598-using-the-morningstar-integration-in-marloo">Using the Morningstar integration in Marloo</a>
- <a href="https://www.marloo.com/us/integrations" rel="nofollow noopener noreferrer" target="_blank">Marloo integrations</a>

Marloo connects to your Altruist accounts through Morningstar ByAllAccounts, so holdings show on each client's record.

Connect your Altruist accounts to Marloo

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Connect your Altruist accounts to Marloo

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