How can I set up my offer to receive AltoIRA funding? (Funding Source, Alto, Payment Method)

Linking an offer to Alto will allow investors to choose Alto as their payment method during the Investor Flow.

The first step is to confirm the Issuer information is correct: 

1. Select Accounts from the left menu
2. Search for the Issuer associated with the offer you would like to accept Alto
3. Click into the account
4. Confirm the following details are correct:
   • Name
   • Company Name
   • Address
5. Update any details
6. Click Save Account

The next step is to update the offer:

1. Select Offers from the left menu
2. Click into the offer you would like to accept Alto
3. Choose Investor Flow on the left
4. Click the gear icon on the Payment Method step
5. Use the check box to Enable Alto IRA
6. Upload the required files and provide the bank details
7. Click Link Offer to Alto
8. Click Save Changes