How to Initiate an Follow-On Investment

This article explains how to initiate a follow-on investment to enable investors to contribute additional capital to an active investment.

 

  1. Log into to your Alto issuer account
  2. Select the offering name that the investor is contributed additional capital to
  3. Select the investor’s name under the “Investors” section
  4. Select +Create Additional Investment under the "Investment Contributions" section
  5. Enter the additional investment amount
  6. Sign your full name electronically
  7. Select Request Investment Increase
  8. An email will be sent to the investor from ‘no-reply@altoira’ requesting them to login and authorize the additional investment. 
  9. Upon the investor's authorization, Alto will fund the additional investment within 2 business days so long as the IRA account is funded to cover and is 7 days old (IRS rule).