What information and documents do I need to setup an account? James July 13, 2018 01:12 Follow To set up your Alto account, you just need your company’s name and best point of contact. Related articles What entity is the purchaser? What information and documents do I need to setup an offering? Why do we need to create a company account? Making A Cash Contribution To Your AltoIRA What is the difference between a “traditional" IRA and a "self-directed" IRA? Comments 0 comments Please sign in to leave a comment.