Log in to Hazel. Head to Settings / Integrations and connect to Altruist.
Enter your Altruist login credentials and you'll be connected. Once you've done so, you can head into Ask Hazel and ask questions about your custodial data as it pertains to a household.
Hazel has read-only access to your custodial data in Altruist.
At the moment, Hazel works best when you ask questions about a particular account, or household, as opposed to questions that need aggregation across households.
Firm-wide awareness on your custodial data is coming in Q1 2026.
Show me the Brito household accounts, balances, last transactions, and beneficiaries.
Based on my last meeting with the Johnson, should I rebalance their portfolio?
"List the beneficiaries for the Smith household."
"What are their accounts and balances?"
"Build a performance summary for this household"
"What’s the RMD status for their accounts?"