How to Use Your Alto IRA to Invest on Equifund

Equifund is a private market investment platform that delivers select, early-stage opportunities to both accredited and non accredited investors.

1. Investor completes subscription process on Equifund

  • To get started with investing with Equifund, visit Equifund.com and select the desired offering by clicking on the button titled 'Find Out More'. 

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  • Continue the process by selecting 'Get Started Now'

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  • Next, login or sign up for an Equifund Account. 

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  • Click 'Invest Now!' on your desired offering to continue. 

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  • Screen Shot 2021-12-17 at 4.17.53 PMSelect I am investing as: 'A new Investor.'
  • Enter your:
    • Full Legal Name
    • Email (use the email associated with the Alto account you'll be investing with)
  • Select I am Investing as: 'Self-Directed IRA or 401(k)'
  • Enter the amount you would like to invest in the offering.

 

  • Select Wire Transfer as the method of funding the investment and select 'next'. (Wire transfer must be selected in order for funds to be pulled from your AltoIRA).

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  • Complete the required fields with Alto IRA's information:
    • Screen Shot 2021-12-17 at 4.29.30 PMRetirement Account Company Name: Alto IRA
    • Retirement Account Name: Insert your IRA investing entity 
      • ex. AltoIRA Custodian FBO Jane Doe Traditional IRA
    • Retirement Account Company Country: United States
    • Retirement Account Company Street Address:
      • 500 11th Ave N.
      • Suite 790
    • City: Nashville
    • State: TN
    • Zip Code: 37203
  •  Complete the required fields with Alto IRA's information. Then, click Next to continue. 
    • Screen Shot 2022-01-03 at 5.10.02 PMRetirement Account Company Email: Investments@altoira.com
    • Retirement Account Company Phone: 877-673-1557
    • Retirement Account EIN: 85-9125326
    • State of Formation: New Mexico

 

  • Fill in the required fields with your personal information.

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  • Next, Select accreditation status, and fill in remaining fields with applicable responses. Click next when complete. 

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  • Finalize the subscription process on Equifund's platform by signing the subscription agreement. 

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2. Equifund Invites Investor to participate in the deal on Alto

  • Upon the receipt of your investment application through Equifund's site, Equifund's Operations Team will invite you to participate in the deal on Alto's Platform via email.

3. Investor completes investment process on Alto

  • If you are a new Alto investor,
    • you will be prompted to open a new account, fund it, and e-sign Alto’s Direction of Investment to grant Alto permission to send funds to Equifund on behalf of your new IRA.
  • If you are an existing Alto investor, 
    • you will be prompted to log into your existing account and e-sign Alto’s Direction of Investment to grant Alto permission to send funds to Equifund on behalf of your IRA.
      • Please note, you will need to initiate a transfer request to fund your account if your available cash balance is not enough to cover the commitment amount of the investment.

4. Equifund Conducts Final Review on Alto's Platform to Approve Investment.

  • Upon completing your e-signature of Alto’s Direction of Investment, Equifund will be prompted via email to log into their Alto account and conduct Final Review to approve your investment. 

5. Alto Finalizes Investment

  • Alto will send payment to Equifund when the following criteria have been met:
    • The investor’s Alto account has been open for at least 7 days (IRS Rule)
    • The investor’s account is funded to cover commitment amount
    • The client has e-signed the Direction of Investment
    • Equifund has approved the investor’s investment on the Alto platform
    • The subscription process has been completed by the investor on the Equifund site (prerequisite for being invited to the deal on Alto).