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!

Fee structure changes which is a pill I wrote a review before and wanted to update. The company has been good and I've enjoyed the service. They did just change their policy to incorporate a % fee based on investment amount which I dislike. Doesn't make it much better than other services if you're comparing apples to apples. May be better in offerings available but you'll have to do your own dudiligence. Wanting to share for transparency as this was added a couple weeks ago.

Great Service Great Service. Always a person,

The company has completely broken trust… The company has completely broken trust by increasing annual subscription fees by 400% even on previously existing accounts they are assuming will be trapped with them. So if one invests $30,000, they are now going to charge $400 per year --> So over my 30 year IRA investment lifetime, they will have charged at least $12,000 on these investments, assuming they don't decide to raise their fees again... It's despicable and poorly thought out. I had hoped to invest much more with this year but am sadly now looking for other options.

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!