Integration Setup

Follow these steps to enable BridgeFT (powered by Field) in the Altruist Advisor Portal. Users with permission to manage firm integrations can connect or disconnect BridgeFT (powered by Field). This includes Owner and Admin users and may include custom-role users whose firm has granted them the Manage Firm Integrations permission.

1. Select your Advisor Avatar in the upper-right corner of the screen.
2. Navigate to Settings.
3. Within Settings, select Integrations.
4. Locate the Field integration card and click Connect.
5. Select Grant Access to authorize the connection.

Your Altruist data will begin transmitting to Field after the next scheduled delivery. Saturday deliveries include end-of-day data for the preceding Friday. If the market is closed for a weekday holiday, Field will receive the most recent available Altruist data—the data from the last market day before the holiday.

Steps to disconnect

1. Select your Advisor Avatar in the upper-right corner of the screen.
2. Navigate to Settings.
3. Within Settings, select Integrations.
4. Locate the Field integration card.
   1. Click the ellipses (…) in the upper-right corner of the card.
      1. Select Disconnect from the dropdown menu.
5. A confirmation window will appear asking if you're sure you want to disconnect Field.
   1. Click Disconnect again to confirm.
      1. Select Cancel if you do not wish to proceed.

For additional details about how to connect Altruist to BridgeFT (powered by Field), please see this Altruist Support Article: https://support.altruist.com/s/article/Field-Integration.