How to Use Your Alto IRA to Invest on ATX Venture Partners

Alto has integrated with ATX Venture Partners so that you can fund your investments on ATX using your Alto IRA.

Step 1

• If you are interested in investing with ATX, please contact their investor relations team at ir@atxacquisitions.com 
• Once invited, select Entity to participate in the Deal.
  
  

Step 2 

• Fill in the required fields. For Entity Information, please enter your Alto IRA investing entity name.
  • AltoIRA FBO [Investor Name] [IRA Type]
    
    

Step 3

• Continue the subscription process by clicking the button titled Access Portal.

Step 4

• Click the button titled Learn More under your desired investment

Step 5

• Click the button titled Invest.

Step 6

• Enter commitment amount in the field titled Enter amount.

Step 7

• Select Alto IRA as the funding method. Then, click Next.

Step 8

• Fill in the required fields with your personal information to verify identity.

Step 9

• Fill in the entity information with the following information. Then, click Submit.
  • • Entity Name: AltoIRA FBO [Investor Name] [IRA Type]
    • Street Address: 500 11th Avenue N
    • Suite/Unit: Suite 790
    • City: Nashville
    • State: Tennessee

Step 10

• Select the appropriate accreditation status. Then, click the button titled Update Accreditation Status, which will begin loading the subscription documents.

Step 11

• Click the button titled Get Started to fill in the required fields of the signature page

• (cont'd) After filling in the required fields, click Next to finalize the process on ATX.

Step 12

• After the subscription document has been signed, click on the button titled Invest With Alto to bring you to Alto’s platform.

Step 13

•  Click on the button titled Authorize  to authorize the linking of your ATX account to your AltoIRA account

Step 14

• Click on the button titled Authorize to authorize the specific ATX investment on your Alto IRA account to grant Alto permission to send funds to ATX on behalf of your IRA.

Step 15

• Alto will send payment to ATX Ventures when the following criteria are met:
  • The investor’s Alto account has been open for 7 days (IRS Rule)
  • The investor’s Alto account is funded
  • The investor has authorized the linking of the ATX account to their Alto IRA account (Step 13)
  • The investor has authorized the specific investment on their IRA account (Step 14)