General Questions

Learn more about the different types of IRAs, contributions, distributions, required minimum distributions, and fees.

• How do I request a W-9 Form?
• What Is The Employment Retirement Income Security Act (ERISA) Of 1974, And Why Should I Care About It?
• What Does The Term "Direction Of Investment" Mean?
• Is There A Minimum Investor's Commitment Amount Required?
• How Do I Initiate The Transfer Of Funds From My Current Retirement Fund/Cash Account To A New Alto IRA?
• Why Am I Required To Pay The Monthly Account Admin Fee?
• What Types Of Custodial Services Does Alto Provide?
• How Does the IRS-Mandated “Seven-Day Rule” Apply to Me?
• Are There Investment Restrictions For A Self-Directed IRA?
• What If My Banking Institution Wants To Send A Paper Check To Alto?
• What Are The Roles Of The Custodian And Administrator, And Why Do I Need Them For My IRA?
• Who's Your Broker-Dealer?
• Who Uploads The Transaction Documents For An Investment?
• Can I Transfer Shares Of Public Companies Into My Alto IRA?
• Can I Make An Investment With One Of Alto's Investment Platform Partners Before My IRA Is Fully Funded?
• Can AltoIRA Give Me Investment Advice?
• Can I Invest In Shares Of My Own Company?
• What Documentation Is Needed To Make An Investment?