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.
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3. Select which year of Account Statements you would like to access. Open the PDFs by clicking on the green Month Year link.
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4. Once you open the individual account statement, you download or print the PDF
If you have any questions, please reach out to us:
- Phone: 877-673-1557
- Email: help@altoira.com
- Contact Us Form