Investor Support

Alternative IRA investing? Explore FAQs and walkthroughs made for you.

Creating Your Account

• Create & Set Up Your Investor Account
• Multiple Accounts FAQ

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?

Funding Your Account

• Fund Your Alto IRA
• Fund Your Alto IRA with Rollovers
• Fund Your Alto IRA with IRA Transfers
• Fund Your Alto IRA with Cash Contributions
• Do a Roth conversion (aka a "backdoor Roth") with Alto

General Questions

• What Types Of IRA Accounts Does Alto Administer?
• Are There Investment Restrictions For A Self-Directed IRA?
• Invest with an Integrated Partner
• Participate In A Deal That You've Been Invited To
• How are assets kept safe at Alto?

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

Transferring Funds

• How To Transfer Cash to Another Custodian
• Transfer Funds Between Alto Accounts
• 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 Invest In a Marketplace Offering
• Alto's Account Fee FAQ