Jimmy 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!

We 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.

I recently had the pleasure of working… I recently had the pleasure of working with James Francis at Alto, and I must say, the service I received was nothing short of exceptional. From the moment I reached out with a new inquiry, James handled it with utmost efficiency and promptness. His professionalism and attention to detail were evident throughout the process. Not only did James address my concerns promptly, but he also went above and beyond to ensure that all my needs were met. His knowledge of the services offered by Alto was impressive, and he took the time to explain everything thoroughly, leaving no room for confusion. Thanks to James's dedication and expertise, my experience with Alto surpassed my expectations. I wouldn't hesitate to recommend their services to anyone in need. If you're looking for top-notch service and a seamless experience, look no further than Alto, and be sure to ask for James Francis. He truly is amazing at what he does!

Unable 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.

Setting 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!