A guide to transferring funds between your Alto accounts
- From your account dashboard, select Transfer Funds at the top of the page
- Select Alto to Alto from the drop down menu
- On the next page, enter the account number of the Alto Investor account you are transferring funds to
- Enter the amount you want to transfer
- Type your legal name exactly as it appears in bold beneath the signature box
- Select Confirm and Sign
Pro Tip: For your transfer request to be completed quickly, be sure to double check that the information provided for the account you want to transfer to is completely accurate. Any incorrect information will delay the request.
Note for CryptoIRAs: To transfer cash to a different Alto account, you may need to sell applicable cryptocurrencies and then transfer the funds from your crypto wallet to your IRA cash balance. For a quick step-by-step guide on how to do this, click here.
What happens once my transfer request has been submitted to Alto?
As soon as we receive the transfer request, we’ll review it and process your transfer. If we have any questions, we’ll be sure to reach out to you directly.
Note: Alto-to-Alto transfer usually take 1-2 business days to complete.
If you have any questions, please reach out to us:
- Phone: 877-673-1557
- Email: transfers@altoira.com
- Contact Us Form