Xkrich
GBSetting up and funding my new Alto account was very easy and straightforward. The overall experience of setting up and funding my new Alto account was very easy and straightforward. After waiting the necessary period for the funds to be transferred over from my external account, I was "up and trading" within a relatively short period of time. The entire process proved to be painless with very clear communication provided along the way. Great service!
Srinivas Dhulipala
GBLindsey Johnson has been an incredible… Lindsey Johnson has been an incredible asset at Alto IRA. She has been most helpful throughout my 1 year history investing into New Form IRA though my AltoIRA account. She is efficient, incredibly competent and very helpful. She is also very easy to talk to and patiently helps my firm through the investment and onboarding process. Lindsey is an asset to Alto - please take good care of her.
Anurag K
GBUnable to log in - HORRIBLE EXPERIENCE For the past 1 week - I am unable to log into my account because it says “your account is unavailable at the moment. Sorry for the inconvenience”. I have written number of emails to help desk but NO response. I am looking to rollover money but I am having serious doubts. Called up customer service but they have no idea what’s going on - they are not adept at handling such questions. The company has raised over $50M+ but such poor tech and customer service. No one has followed up. Edit: Its been 3 days and Alto was unable to access the tickets raised due to a "technical glitch" - This is madness :) Edit #2: It’s been 1.5 weeks and finally my account is back up and running.
Chris
GBJimmy Montgomery is a superstar! Jimmy Montgomery was super helpful and made the entire application process very quick and easy. He was also very responsive to my questions. I don't know how the experience could have been any better!
Richard
GBWe evaluated 6 different self directed… We evaluated 6 different self directed Ira companies for doing our own real estate investment. We picked alto on price (not the least expensive but because they don’t charge based on investment size the pricing was fair), online capability, live phone support if needed (it wasn’t), web experience, and simplicity of fees. It took us about 10 minutes to setup our accounts, and funding was easier. Setup of an investment vehicle requires a lot of approvals from us, the real estate folks and alto, but all Automatted and only took a few days. Very nice support for our first time.