Investing With Your AltoIRA Account

Have an AltoIRA account and want to use it to invest on Equifund?  Great!

Equifund has a direct integration with Alto IRA to expedite the process.  

IMPORTANT: Be sure to select "Alto IRA" as your account type at the beginning of the investing process or your transaction won't be linked to your AltoIRA account. 

Click here to watch video walking you through the process.  

Here are step-by-step instruction:

1. Log into your Equifund account and select the offering in which you are looking to invest
   
   
2. Input the number of shares then click the invest button
   
   
3. Select Alto IRA as the type of account **VERY IMPORTANT**
   
   
4. Complete the identity, accreditation, and acknowledgement sections
   
   
5. Sign your subscription agreement.  Make sure the name in the subscription agreement is titled like this: "AltoIRA Custodian FBO **your name**".  If it is not, go back to the identity step and input AltoIRA Custodian FBO followed by your name  in the Entity Name section (i.e. AltoIRA Custodian FBO John Smith)
   
   
6. On the thank you page, click the INVEST WITH ALTO button
   
   
7. Sign into your Alto IRA account
   
   
8. Click continue to confirm your investment
   
   
9. Complete the questionnaire provided by Alto
   
   
10. Click Review and Esign the document
    
    
11. Confirm and execute the transaction