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Support Center

Investor Support

Investor Support

Investing in alternatives with your IRA? We've built these FAQs and Walkthroughs just for you.

Alto's Account Fee FAQ

Creating Your Account

Create & Set Up Your Investor Account

Multiple Accounts FAQ

Funding Your Account

Fund Your Alto IRA

Fund Your Alto IRA with Cash Contributions

Fund Your Alto IRA with IRA Transfers

Fund Your Alto IRA with Rollovers

Do a Roth conversion (aka a "backdoor Roth") with Alto

Can I transfer funds from a sponsored 401(k) to Alto?

Will I Incur Any Fees From My Custodian To Transfer Money Out Of My IRA?

How to Rollover a 401(k) into an Alto IRA

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General Questions

What Types Of IRA Accounts Does Alto Administer?

Are There Investment Restrictions For A Self-Directed IRA?

Invest with an Integrated Partner

Alto IRA Referral Program Changes

Participate In A Deal That You've Been Invited To

How are assets kept safe at Alto?

How to Invest In a Marketplace Offering

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Managing Your Account

Download An Account Statement

Add A Beneficiary Or Contingent Beneficiary

Where can I find my tax documents?

How to manage your two-factor authentication (2FA)

How To Consolidate Multiple Alto Accounts

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Distributions and Rollovers

Request a One-Time IRA Distribution

When Can I Take A Distribution Without Penalty?

What Is The Difference Between A 60-Day Rollover And A Direct Rollover?

Transferring Funds

Transfer Funds to Another Custodian

Transfer Funds Between Alto Accounts