To invest with your tax-advantaged dollars on AngelList, follow the steps below:
1. After you've selected your investment on AngelList, you'll be asked to choose your funding source. Here, you'll have the option to select an existing investment entity or create a new one. If this is your first time linking your AltoIRA to AngelList, select "Add another investing entity" and click "An IRA" as the type of investing entity.
2) From here, you'll see "An IRA" as an option. Select it and you are choosing to fund your investment with your AltoIRA.
3) For the purposes of this walkthrough, we're going to split into two paths. A If you've already created an Alto account and B if you don't yet have an AltoIRA setup.
3.A.1) If you already have an active AltoIRA, click "Complete Investment on Alto" to proceed.
3.A.2) This will take you to Alto where you can sign in and finalize your investment by clicking the "Continue" button, verifying the investment details and providing your E-Signature.
3.B.1) If you do not already have an AltoIRA account set up, click "Set up Alto IRA account."
3.B.3) Once you've setup your AltoIRA and initiated a Transfer of Assets Request, you will be prompted to complete your AngelList investment by clicking the "Continue" button, verifying the investment details and providing your E-Signature.
4. Regardless of which path you chose above, once you've completed those steps, your investment is now Approved and Alto will take care of the rest!