Yes! Heron Finance has partnered with AltoIRA to enable simple and easy investing with Heron through tax advantaged accounts like 401ks or Roth IRAs. Just follow these instructions
Step 1 : Create a Heron Finance Account (if you have not already done so)
Go to www.heronfinance.com, click Get Started, and follow the instructions.
Step 2 Fund your Heron Finance Account through our partner, AltoIRA
Use our unique Heron Finance link https://app.altoira.com/invest/qffu
If you don't have an Alto account, click "Sign Up" at the top right of the screen
Go through the onboarding steps (this will take about 15 mins, here are some great tutorials if you need help along the way)
Select Alto IRA when prompted for account type
Fund your Alto account, either with cash or an existing IRA / 401(k)
That's it! Once the funds have arrived in your new Alto IRA, we will get a notification and update your Heron Finance account to reflect the funding.
Notes
After verifying your identity, you may need to refresh the page to move forward.
If transferring funds from an existing IRA or 401(k), you'll need to provide Alto with that account's information, including a statement.
Alto charges a fee to manage your new IRA account. You can view Alto's pricing here.
As mandated by the IRS, you are restricted from investing through your new IRA account for the first 7 days. However, you can fund the account immediately
Still have questions?
Please reach out to [email protected]