Welcome to Your Secure Client Portal

Access your investment accounts, documents, and advisory resources — securely and independently.

Our role is to provide fiduciary guidance and support intentional decision-making, while your assets remain securely held with
an independent custodian.

Inside Your Client Portal, You Can:

• View investment account balances, activity,
and statements
• Securely share documents with your advisor
• Schedule advisory meetings
• Access important planning documents

Designed to keep your financial information
organized, secure, and accessible — anytime

• View investment account balances, activity, and statements
• Securely share documents
with your advisor
• Schedule advisory meetings
• Access important planning documents

Designed to keep your financial information organized, secure, and accessible — anytime

• View investment account balances, activity, and statements
• Securely share documents with your advisor
• Schedule advisory meetings
• Access important planning documents

Designed to keep your financial information organized,
secure, and accessible — anytime

How Your Investment Accounts Are Held

Your investment accounts are held with Altruist, an independent, third-party custodian designed to support fee-only, fiduciary investment advisers.

Altruist is responsible for safeguarding client assets, maintaining account records, and providing secure online access to balances, transactions, and statements.

What does “custody” mean?
Custody refers to where your investment assets are held and safeguarded. In your case, your accounts are held with an independent custodian — not by Intentional-Growth Advisors. This means your assets remain in your name and under your control.

Intentional-Growth Advisors does not take custody of client assets.
We provide advice and oversight, while Altruist safeguards assets and maintains account records.

Client assets held at Altruist are protected by SIPC, which provides limited protection in the event of broker-dealer insolvency, subject to SIPC rules and limits. Altruist also maintains excess SIPC coverage through third-party insurers, subject to policy terms and conditions.

Altruist undergoes regular SOC 2 Type II audits conducted by an independent firm to evaluate security, availability, and confidentiality controls.

SIPC protection applies to brokerage insolvency, not market losses.

Client Login

Log in directly to your secure Altruist custodian portal to view account balances, transactions, and statements.

(Login credentials are provided after your account is opened.)

Log In to Your Altruist Custodian Account

You will be redirected to Altruist’s secure website to access your accounts. Access is available exclusively to current clients with an active advisory agreement.

Client Login

Log in directly to your secure Altruist custodian portal to view account balances, transactions, and statements.

(Login credentials are provided after your account is opened.)

Log In to Your Altruist Custodian Account

You will be redirected to Altruist’s secure website to access your accounts. Access is available exclusively to current clients with an active advisory agreement.

Client Resources

Active Client: Schedule a Meeting

Schedule time to review your plan, discuss changes, or address new financial decisions as they arise.

Schedule an Advisory Meeting

Secure Document Upload

Upload financial documents securely using our encrypted upload tool. Files are reviewed only by authorized members of our advisory team.

Upload Here

For your protection, we do not accept sensitive documents by email.

Client Resources

Active Client: Schedule a Meeting

Schedule time to review your plan, discuss changes, or address new financial decisions as they arise.

Schedule an Advisory Meeting

Secure Document Upload

Upload financial documents securely using our encrypted upload tool. Files are reviewed only by authorized members of our advisory team.

Upload Here

For your protection, we do not accept sensitive documents by email.

Client Resources

Active Client: Schedule a Meeting

Schedule time to review your plan, discuss changes, or address new financial decisions as they arise.

Schedule an Advisory Meeting

Secure Document Upload

Upload financial documents securely using our encrypted upload tool. Files are reviewed only by authorized members of our advisory team.

Upload Here

For your protection, we do not accept sensitive documents by email.

Your Privacy
and Security Matter

All information is protected using industry-standard encryption, secure servers, and privacy protocols.

Two-factor authentication is enabled where applicable, and sessions automatically expire after inactivity.

Unauthorized access is prohibited and monitored. Please use the secure upload link above to protect your information.

These safeguards are designed to protect your privacy while allowing you to stay informed and in control of your financial information.

Portal access is limited to current advisory clients and is governed by your signed advisory agreement.

Your Privacy
and Security Matter

All information is protected using industry-standard encryption, secure servers, and privacy protocols.

Two-factor authentication is enabled where applicable, and sessions automatically expire after inactivity.

Unauthorized access is prohibited and monitored. Please use the secure upload link above to protect your information.

These safeguards are designed to protect your privacy while allowing you to stay informed and in control of your financial information.

Portal access is limited to current advisory clients and is governed by your signed advisory agreement.

Your Privacy
and Security Matter

All information is protected using industry-standard encryption, secure servers, and privacy protocols.

Two-factor authentication is enabled where applicable, and sessions automatically expire after inactivity.

Unauthorized access is prohibited and monitored. Please use the secure upload link above to protect your information.

These safeguards are designed to protect your privacy while allowing you to stay informed and in control of your financial information.

Portal access is limited to current advisory clients and is governed by your signed advisory agreement.

Need Help? We’re Here for You

Have a question or need assistance accessing your portal?

Email: advisor@intentional-growthadvisors.com
Phone: (757) 678-1442 (1-IGA)

Support inquiries are generally responded to promptly during normal business hours, based on the level of service selected.

The email address and phone number above are clickable.

Need Help? We’re Here for You

Have a question or need assistance accessing your portal?

Email: advisor@intentional-growthadvisors.com
Phone: (757) 678-1442 (1-IGA)

Support inquiries are generally responded to promptly during normal business hours, based on the level of service selected.

The email address and phone number above are clickable.

Need Help? We’re Here for You

Have a question or need assistance accessing your portal?

Email: advisor@intentional-growthadvisors.com
Phone: (757) 678-1442 (1-IGA)

Support inquiries are generally responded to promptly during normal business hours, based on the level of service selected.

The email address and phone number above are clickable.

Welcome to Your Secure Client Portal

Welcome to Your Secure Client Portal

Inside Your Client Portal, You Can:

Inside Your Client Portal, You Can:

Inside Your Client Portal, You Can:

• View investment account balances, activity, and statements• Securely share documents with your advisor• Schedule advisory meetings• Access important planning documentsDesigned to keep your financial information organized, secure, and accessible — anytime

• View investment account balances, activity, and statements• Securely share documents with your advisor• Schedule advisory meetings• Access important planning documentsDesigned to keep your financial information organized, secure, and accessible — anytime

• View investment account balances, activity, and statements• Securely share documents with your advisor• Schedule advisory meetings• Access important planning documentsDesigned to keep your financial information organized, secure, and accessible — anytime

How Your Investment Accounts Are Held

How Your Investment Accounts Are Held

How Your Investment Accounts Are Held

SIPC protection applies to brokerage insolvency, not market losses.

Client Login

Client Login

Log in directly to your secure Altruist custodian portal to view account balances, transactions, and statements. (Login credentials are provided after your account is opened.)

Log In to Your Altruist Custodian Account

Log In to Your Altruist Custodian Account

You will be redirected to Altruist’s secure website to access your accounts. Access is available exclusively to current clients with an active advisory agreement.

Client Login

Log in directly to your secure Altruist custodian portal to view account balances, transactions, and statements. (Login credentials are provided after your account is opened.)

Log In to Your Altruist Custodian Account

You will be redirected to Altruist’s secure website to access your accounts. Access is available exclusively to current clients with an active advisory agreement.

Client Resources

Active Client: Schedule a Meeting

Schedule time to review your plan, discuss changes, or address new financial decisions as they arise.

Schedule an Advisory Meeting

Secure Document Upload

Upload financial documents securely using our encrypted upload tool. Files are reviewed only by authorized members of our advisory team.

Upload Here

For your protection, we do not accept sensitive documents by email.

Client Resources

Active Client: Schedule a Meeting

Schedule time to review your plan, discuss changes, or address new financial decisions as they arise.

Schedule an Advisory Meeting

Secure Document Upload

Upload financial documents securely using our encrypted upload tool. Files are reviewed only by authorized members of our advisory team.

Upload Here

For your protection, we do not accept sensitive documents by email.

Client Resources

Active Client: Schedule a Meeting

Schedule time to review your plan, discuss changes, or address new financial decisions as they arise.

Schedule an Advisory Meeting

Secure Document Upload

Upload financial documents securely using our encrypted upload tool. Files are reviewed only by authorized members of our advisory team.

Upload Here

For your protection, we do not accept sensitive documents by email.

Your Privacy and Security Matter

Your Privacy and Security Matter

Your Privacy and Security Matter

Need Help? We’re Here for You

Need Help? We’re Here for You

Need Help? We’re Here for You

• View investment account balances, activity,
and statements
• Securely share documents with your advisor
• Schedule advisory meetings
• Access important planning documents

Designed to keep your financial information
organized, secure, and accessible — anytime

• View investment account balances, activity, and statements
• Securely share documents
with your advisor
• Schedule advisory meetings
• Access important planning documents

Designed to keep your financial information organized, secure, and accessible — anytime

• View investment account balances, activity, and statements
• Securely share documents with your advisor
• Schedule advisory meetings
• Access important planning documents

Designed to keep your financial information organized,
secure, and accessible — anytime

Log in directly to your secure Altruist custodian portal to view account balances, transactions, and statements.

(Login credentials are provided after your account is opened.)

Log in directly to your secure Altruist custodian portal to view account balances, transactions, and statements.

(Login credentials are provided after your account is opened.)

Your Privacy
and Security Matter

Your Privacy
and Security Matter

Your Privacy
and Security Matter