Altruist requires you include 2 of the following 3 columns in the order given below as a .csv file (their template is attached). Headers are requested and the file should have no special characters (like “$”) or commas (",").
Required:
- Account Number
- Fee Amount
Optional:
- Fee Description (max 29 characters)
- Strongly recommended that you use "Advisory Fee" or "Management Fee" if you add a fee description.
The payment file can be customized in BillFin to include the first two columns. However, the last will need to be added manually before uploading to Altruist.