Swivel Sync Carriers & Institutions
Altruist
Data Supported by Swivel Sync
Section titled “Data Supported by Swivel Sync”| Supported Login URL | https://app.altruist.com/login |
|---|---|
| MFA Login Required | Yes |
| Est. Link Session Duration | up to 1 day |
| Data Types | Values |
| Values | • Account Balance • Cash Held Directly • Deposits • Withdrawals |
Known Products Supported
Section titled “Known Products Supported”| Product | Product Type |
|---|---|
| Individual | Brokerage |
| IRA | Retirement |
| Joint Tenants WROS | Brokerage |
| Minor Roth IRA | Retirement |
| Retirement Trust | Trust |
| Rollover IRA | Retirement |
| Roth Beneficiary IRA | Retirement |
| Roth IRA | Retirement |
| Roth SOLO 401K | Retirement |
| SEP IRA | Retirement |
| SIMPLE IRA | Retirement |
| SOLO 401K | Retirement |
| Traditional Beneficiary IRA | Retirement |
| Trust | Trust |
| UTMA | Custodial |