Welcome to Alto, we're so glad you're here!
To invest your retirement savings using InvestX, you will first need to create your new Alto IRA account at Altoira.com. From there you'll be ready to set up and fund your Alto IRA, and add a credit card for fees! To learn more about our fees, please check out our pricing page.
The turnaround for funding your IRA depends on your transferring Custodian's processing time and can take anywhere from 2 business days to 2 weeks. We recommend calling your Custodian after you receive notification from Alto that your request has been submitted and requesting an "expedited transfer."
In the meantime, you can commit to your investment on InvestX by following the steps below:
Start by going to InvestX.com and clicking "Sign In" in the upper right hand corner.
Once confirmed, InvestX will ask you to select the type of account you'd like to open. If you're investing with your AltoIRA, you'll want to select "Entity."
Next, you will be asked to verify that you are an Accredited Investor. Check the radio boxes that apply to you- keep in mind that you'll be asked to substantiate this information via a document upload.
Once your account and status as an Accredited Investor is confirmed, you'll be required to provide some additional information. This information includes your: Personal Details, Employment Status, Current Financial Information, and some background on your investment experience, as well as your experience with alternative assets.
Finally you'll be asked to upload several documents that substantiate the information provided throughout this process, and upload a picture of a Photo ID.
The bar below will track your progress through these additional steps.
Now that your account is set up and ready to go, go ahead and click on "Invest" on the ribbon at the top of the page to browse the available opportunities, or follow the link here.
Once you've selected a company you would like to invest in, you will be re-directed to a company-specific landing page that provides information on the company, and allows you to begin the investment process.
Click the "Next Step" text under "Step 1" to input your preferred allocation to the company and then follow the prompts (this includes signing documents in DocuSign), to continue through the investment process.
Once you have proceeded through to Step 4 Sending Funds, reach out to InvestX's team at IRA@InvestX.com and ask them to invite you to invest using your AltoIRA!