Alto
Lars Hagen
"Same situation as Justin"
Same situation as Justin. A management change at Alto has instituted a much different fee schedule from the one I have had for a period of years, which caused me to use Alto. Now, it includes $400 per year in fees PLUS fees for miscellaneous things like transfers and any account closing.
Justin
"Bait and switch"
Had a multi-year real estate deal that I wanted to do and signed up with Alto for their premium plan for my IRA. Yearly fees was $250. Four months into the deal, I get an email stating now their fees are $400 a year. What a bunch of crooks.
Barry
"Seamless"
Professional with good response time.
dave
"Very easy transfer from a Vanguard 401k…"
Very easy transfer from a Vanguard 401k into Alto, and very easy to make a cash distribution.
Andrew
"Transfer of Assets"
Good follow up communication by Alto Team from my online submission request. Transfer of assets from IRA Cash Balance to Coinbase Balance completed less than 24hrs.
Vignesh
"excellent customer service"
excellent customer service
Rochelle
"Fast and efficient"
Fast and efficient, he was professional and easy to talk to
John
"Initial experience overall good"
Easy to set up account. Helpful assistance with questions. On the downside, complex to set up investment in an LP and somewhat difficult process for transfer of funds to my account from the LP but has seemed to work out so far.
Jim
"Flawless Transaction"
Easy process for opening account and responsive account representatives made sure everything was done properly and in a timely manner.
Daniel
"Distribution"
I was able to make the request and fill out all forms easily on the website approval and payment were done within a couple of days
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