Follow our simple process to get started on your investment journey with us:

Start by filling out some basic personal information in the form below
Check your inbox for an invite from our partner firm, Altruist. Note: allow for up to 2 business days
Notify us if you’re transferring an existing account, or you can get started right away by linking your bank account and making deposits right in the Altruist app.

Name

First Name

Last Name

Please briefly state what brought you to Sentara

Looking to open/transfer the following accounts:

Roth IRA

Rollover IRA from previous employer 401(k)

Traditional IRA

Individual Brokerage Account

Joint Brokerage Account

Childrens Accounts

Life Insurance