For Clients | Financial & Investment Planning with Ego Death Financial LLC

Access your Accounts

Thank you for being a client of Ego Death Financial. Below you’ll find quick access to your accounts and important resources. Your advisor will place you with the appropriate custodian.

Altruist: Primary custodial platform for comprehensive tactical investment management and portfolio oversight.

Log in here for your main investment accounts, performance reports, and tax documents.

Log into Altruist

Betterment: Goal-oriented investment and savings accounts.

Log in here for foundation building, goal-oriented investment & savings accounts.

Log into Betterment

What to Expect:

Regular portfolio reviews (quarterly or as needed)
Clear communication within 1–2 business days
Proactive tax-efficient adjustments to your plan
Ongoing monitoring of your Betterment accounts