Issuers can invite investors to participate in their offerings by either sending an Alto branded email or providing a unique hyperlink through a customized email or payment workflow. The initial email invitation from an issuer will pop up as both an email in your inbox as well as a box on your dashboard. If invited via custom link, the invitation will appear on your dashboard upon you clicking the link to connect the deal to your IRA.
1. If you are starting from your email inbox, you'll proceed by clicking Accept this invitation in step 1 of the email.
2. Upon clicking the invitation link in your email or the unique link provided to you by the issuer directly, you will be prompted to log into Alto account. Once logged in, the offering invite will be viewable on your screen as shown below. Click Continue.
3. Answer the prohibited transaction question and click Next Step. If your answers indicate this investment may be a prohibited transaction, you will be prompted to speak with a tax professional before proceeding with the investment. More information on the definition of a prohibited transaction can be found here.
4. Click OK.
5. Enter your commitment amount and click Review & E-Sign.
6. Click the hyperlink titled Direction of Investment in the box titled Signature Required.
7. Review Alto's Direction of Investment, type your full name exactly as it is written in quotations under the signature line, and click Submit.
8. Click Execute/Transfer Funds.
9. You have successfully approved the offering on your Alto account! Upon your approval, the issuer is automatically prompted via email to provide their final approval. Upon the issuer's approval, Alto will execute subscription/purchase documents on behalf of your IRA and fund the investment with 2 business days so long as the IRA is funded to cover the investment and is 7 days old (IRS rule).
