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.

 

Account statement 1

 

3. Select which year of Account Statements you would like to access. Open the PDFs by clicking on the green Month Year link.

 

account statement 2

 

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

 

 

 

If you have any questions, please reach out to us: