How can investors use IRA capital as a funding source on my platform? (Investor Walk-Through, Alto)

Modified on Mon, May 20 at 11:19 AM

WealthBlock has partnered with AltoIRA to provide an integrated IRA investment option to your WealthBlock platform.

 

Retirement accounts make up roughly 65% of an individual’s investable assets. By working with Alto to unlock this source of funding for investments into your offerings, a large new source of investor liquidity is made available to you. On average, investors who invest out of an Alto IRA go on to invest 4x as much per deal as non-IRA investors.


Investor walk-through using Alto:




For questions or support in accepting IRA investment via Alto going forward, please submit a ticket through the Support Portal.



REF: 


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