Now you can accept IRA capital from investors as part of your fundraising efforts. Plus, you’ll have a dedicated team member to help get your offering set up.
Once you’ve created your deal, you can invite potential investors to invest with their IRA money. For every investor who signs on, you’ll get quick confirmation of their account.
Everything is managed through Alto® at no extra charge, with one-on-one support from us. Distributions, amendments, waivers, consents, notices, K-1s, capital calls, valuations—you name it.
Accept IRA capital with just a few clicks. Get turnkey valuation management, 24-hour distributions, and a 100% online experience. Best of all: no paperwork or investment review periods.
Alto offers lower IRA fees for every investor. We don’t follow a lengthy fee schedule or charge commissions—just transparent pricing to get people investing online, fast.
You control your offering, but we’ve got your back. Alto will help validate accredited investors and make sure every document is approved before investors fund. Here’s how it all works.
1 Securely upload your documents and let us know where you want to receive funds.
2 Once an investor accepts your invitation, they’ll create their Alto account.
3 Alto acts as the authorized signatory, then sends the funds to your bank account.
4 Sit back and relax, while we send the funds—on behalf of your investor(s)—to you!
As the deal sponsor, you’ll pay nothing for one-off deals or post-close administration.
Investors themselves pay for their Alto IRA account and any transaction fees. (We’re big on transparency, so any charges are right there for them to see.) If you’re feeling courteous, you can also opt to front any costs for them—if you want.
© 2022 Alto Solutions, Inc. All rights reserved.
1Capital gains accrue on a tax deferred or tax-free basis dependent upon your IRA account type. Alto does not provide tax advice. Consult a tax advisor or certified financial professional with any questions.
1Traditional IRA and SEP taxes are deferred; Roth IRAs are tax-free.
Alto Solutions, Inc. d/b/a AltoIRA (Alto) is an administrator of self-directed individual retirement accounts and is not a registered or licensed broker, dealer, broker-dealer, funding portal, cryptocurrency exchange, investment advisor or investment manager. Read more… Alto does not provide investment advice or recommendations about any specific security offering, investment or asset. Investing in start-ups, cryptocurrency, securitized art and other alternative investments involves significant risks. Alto services are intended only for investors who fully understand and are willing to accept the risks associated with alternative investments and the management of self-directed IRAs. Alto does not control or monitor the operation or conduct of third party investment platforms, funds, cryptocurrency exchanges or issuers, or their offerings. Information provided by AltoIRA does not constitute an offer, nor the solicitation of an offer to buy or subscribe to, any securities to any person in any jurisdiction. Whenever making an investment decision, investors should consult with their tax attorney or financial professional. Investors are responsible for conducting their own due diligence regarding investments, for using their Alto accounts in compliance with law, and for all tax and other risks and obligations arising from account transactions. Alto®, The Alternative IRA®, the Alto logo and Alto CryptoIRA® are trademarks of AltoIRA. All other trademarks are the properties of their respective owners. See additional information on file here.