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Our Onboarding Process

Onboarding With Progress Wealth

Our Onboarding Process

Progress Wealth Management is a Financial Planning Firm that helps remove the friction from managing money and helps you reach your goals faster and easier.

Getting Started:

Upon agreeing to hire us, we’d send you an email detailing your next steps. To get started, we’d ask you to:

  • DocuSign our advisory agreement thereby agreeing to our fees and services.
  • Link up your accounts.
  • Schedule your next appointment with us.

How to link your accounts to our financial planning software

If you’d like more detail, click here to read our FAQ on how our technology helps bring organization to your finances.

Your Review Call

Once you’ve filled out your profile, you’ll have to schedule a call to review your financial life with us. We want to be sure that we know what your financial life, budget, goals, and obstacles all look like before we start building your financial plan.

Expect questions like:

  • When do you want to retire?
  • What short-term financial goals do you have?
  • Do you intend any changes in family size, where you live, or how you live in the near future?
  • Do you think getting laid off is a real risk you should be concerned with?

Also, expect to go through a questionnaire with us so we know what portfolio makes sense not just given your goals but considering how much risk you and your family are comfortable with.

Your Financial Plan Delivery Call

Once we know we have all the facts, we’ll review your financial plan together.

Typically, as a result, you’ll know:

  • When you likely can retire and what you need to do to make that date earlier.
  • The biggest problems in your financial life that need to be fixed within the next 6-12 months.
  • Goals for things like budgeting, improvements to insurance, remedying problems with your estate plan, etc.

A Quick Overview of How Our Platform Makes Your Life Easier


Start Onboarding Accounts by accepting your email invitation

Once you sign your contract hiring us, we’ll send you an email invitation from hello@altruist.com to create a login and set up your account.


After your login has been created, download our app.

Search “Altruist Client.”


Next, learn to use your portal.


Through Progress Wealth Management you can:

  • Track your financial plan
  • Track your progress towards your savings goals and financial goals.
  • Optimize and file your taxes
  • Track your investment progress
  • See what holdings you own
  • Make deposits and withdrawals
  • View your transaction history
  • Track your insurance
  • Monitor your spending and budget
  • Analyze your estate plan
  • Stay more organized

Download Altruist’s brochure if you’d like to learn more about why Progress Wealth Management chose Altruist to hold its client money.

Download

Frequently Asked Questions:

How do I log Into Altruist?

First, follow the link from the invitation email from your advisor to create a login with your email address and a password. Then log into Altruist here. You can also go to altruist.com and click “Log in.” 

How much does it cost me to use Altruist?

The Altruist platform and app are free to access for investors who work with an Altruist financial advisor. Please see Altruist’s legal page for their most updated Fee Schedule – and connect with your Advisor directly regarding any fees they charge or fees that may also apply for certain portfolios assigned to your account.

How do I connect my bank account?

In the online portal, visit your settings, click Accounts, then click Add Bank.

On the mobile app, click on Transfers and click through either deposits or withdrawals, to Add Bank.

Once you have a bank linked, you can easily transfer funds in and out of Altruist.

How do I set up recurring transfers?

To set up recurring transfers, simply click on Add Funds on the website or Transfers on your mobile app. You can determine if you’d like to transfer weekly, bi-weekly, monthly, or quarterly. 

Can I change my individual account to a joint account and vice versa?

You may be able to do this by notifying your advisor at Progress Wealth Management.

Does Altruist manage my money or does my advisor?

Altruist is the tool that powers the great work that your financial advisor does. They manage your money.

How secure is my financial data at RightCapital?

Very. We use various practices, policies, and technology to ensure not only is your data locked down but is also limited to what is needed by your advisor. Click here to learn more.

Who is Apex Clearing?

Apex Clearing is Altruist’s custodial and clearing partner. We work with them to keep your securities and assets safe, preventing them from being stolen or lost. You’ll receive monthly statements, trade activity notifications, and important tax docs from altruist@investordelivery.com. 

Get specific, step-by-step advice to make reaching your financial goals easier and more accurate.

Click here to schedule your free icebreaker

Copyright © 2023 · All Rights Reserved.
Progress Wealth Management • email us at blaine@progresswealthmanagement.com• Meet us at 12183 West 57th Ln Arvada, Colorado, United States of America 80002 • Hours Of Operation: 7AM - 7PM, Monday through Friday • Blaine Thiederman MBA, CFP®
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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Progress Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Progress Wealth Management an Investment Advisor in the State of Colorado. Being registered as an investment adviser does not imply a certain level of skill or training.
• Progress Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency.
• Securities offered through Charles Schwab & CO and Altruist, LLC, Member FINRA/SIPC. Progress Wealth Management Charles Schwab & CO and Altruist, LLC are separate entities, independently operated. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Colorado or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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