1. Help Center
  2. Account Troubleshooting

Download An Account Statement

If you'd like to download an account statement of your Alto IRA balance and holdings, you will start on the dashboard:

1. Click the drop-down menu in the upper right hand corner with your name on it.

 

 

2. Select Account Statements from the Settings menu drop-down.

 

 

3. Here, you'll see all of your available Account Statements. Open the PDFs by clicking on the blue Month Year link.

 

 

4. Once you open the individual account statement, you can print or download the PDF.