Took 24 days from start to finish for a fund transfer. Poor responses and no oversight on the process. It’s a good idea but execution is lacking.
Review by Occoquan Bankovskis1 month ago
There has been some frustrations with setting up my investment. Kate has been extremely helpful in this process. She saved the day a few times.
Review by Cydny2 months ago
Excellent platform and customer service!
Review by Melvic Calogera2 months ago
Was not aware of all the fees.
That could have been explained more up front.
Review by Arnicia Castrique2 months ago
Extremely easy to navigate online but customer service is there for you if you need them.
Review by IAdam Drozek2 months ago
i had to open a support request with wefunder to get my first investment in alto - there were apparently AltoIRA api problems, accrding to them. i still can't find a way to do this on republic. oh, well, growing pains! everything worked out (or will work out).
Review by Pooper2 months ago
Kate was super helpful
She gave me great advice, and helped me quickly set up my IRA with Alto. In one week, I setup my IRA, funded it, and then transferred funds from Alto to an investment.
Review by Cherrier2 months ago
This is the first time I did a self directed IRA and I can’t believe how difficult the process was . It took over a month to get funds To the investment company and I am not sure exact why but that being said Kate from alto was very responsive and took all the necessary steps to finally get the transaction completed.
Review by Clivvs2 months ago
Such a great and easy way to invest IRA funds!
Review by BarryPowell2 months ago
Alto is a great platform, saved me time-consuming paperwork and costly process of investing from my IRA. The platform is easy to use, very intuitive, and the team provides white-glove customer service.
Review by Bafford3 months ago
Very quick account set up and transfer of funds. Great job!
Review by Ambia Unterkircher3 months ago
Easy to use. Great interface and design. Amazing customer service as well!
Review by Brandly3 months ago
Really great. The difficulties are in forcing the current custodian to transfer assets and accounts to Alto. That is where your client needs help. If I could hand off this time consuming and nerve numbing experience to a professional staff team at Alto who know exactly what buttons to push with these parties and has a follow up mechanic to alert them on when to call and big them again, that would really be great.
Review by Yellop Mcnaboe3 months ago
Great dynamic platform. Strong customer service. Open to adding new self-directed IRA features like an interest bearing sweep account wallet and new alternative investment platforms with collateral based loan options.
Review by Sareece3 months ago
I had dealt with slow, antiquated platforms to invest in alternatives and thank god I found Alto!
Review by Robert Crim3 months ago
Great solution to leverage IRA for alternative investments!
Review by Crowvus3 months ago
Crazy efficient, awesome support team, and unbeatable fee schedule and partnerships (AngelList)
Review by JdeH4 months ago
They communicated with me every step of the way in finding my account and finding my investment
Review by Phran Sandivo4 months ago
I have to admit I was a little nervous since the concept and company was so new. But my experience has been great. I have no problems recommending to others.
Review by Kamna4 months ago
Super easy, efficient, responsive, no-nonsense service that works great for an active angel investor like me
Review by Ledina4 months ago
You have all been great to work with. Thank you!
Review by Abdulyekini Annadiane4 months ago
Alto provides a way for you to direct your IRA funds into investments not available thru traditional brokerages. The process was straight forward and can be completed via the Internet making it very convenient.
Review by CoolTiger4 months ago
I really like the ability to process a transaction smoothly and efficiently with minimal (actually zero) phonecalls. Alto worked very smoothly for my first investment transaction with them. No complaints, and I have already recommended to others.
Review by LindaDowning4 months ago
Excellent service, Kate is very responsive.
Review by RobbobofCourse Oburoh4 months ago
Best platform for alternative IRA investments. Easy to set up and takes all the hassle out of the process. Strongly recommend.