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How to find your Carbon Collective IRA account number on Altruist

By Michael Mumma

CheckmarkReviewed by Sam Swenson

CheckmarkReviewed by

Sam Swenson

CFA, CPA, CFP

Sam Swenson is a financial planner, New York State CPA, CFA charterholder, and freelance writer/editor. After nearly a decade in various Wall Street roles, Sam found a niche in creating objective, accessible, and actionable financial plans for everyday people. Sam has also published long- and short-form personal finance and investment planning content on various websites across the internet. Outside of work, Sam enjoys running, biking, reading, and philosophy, as well as spending time with his wife, daughter, and goldendoodle.

, CFA, CPA, CFP

Updated on March 22, 2023

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Here is a step-by-step guide on how to find your account number for Carbon Collective IRA accounts:

1. Log in to your Altruist account
2. Go to your initials located in the top right hand corner

Carbon Collective Step 2

3. This will open the slide-out menu where you will be able to access your account settings

Carbon Collective Step 3

4. Next, click on “Accounts” next to “Profile” on the right side of the screen

Carbon Collective Step 4

5. From this page you will see your account number for your Carbon Collective accounts under the Altruist column

 

Carbon Collective Step 5

If you don’t have an IRA, you can request to add an additional account here.

 
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