Alto has integrated with AngelList's platform so that you can fund your investments on AngelList using your Alto IRA.
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 Alto IRA to AngelList, select Add another investing entity and click An IRA as the type of investing entity.
*You'll need to fill out the signatory details and review/sign agreements on AngelList's website before you can authenticate your AltoIRA account.
2. 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 Alto IRA, 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 Alto account set up, click Set up Alto IRA account.
3.B.3. Once you've setup your Alto IRA 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!