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Topics - BruiserB

#1
Investors - LC / Tax forms from transfer to Alto?
March 02, 2022, 09:43:32 AM
OK, I transferred everything from Strata to Alto last year.  Are there any tax forms that will come out from that?  I thought there would be something showing a "withdrawl" form Strata and then an accompanying form showing everything was rolled into Alto.  I just logged into my old Strata account and there are no documents available there.

Is anyone still around these forums?  Hopefully someone can advise.
#2
Investors - LC / AltoIRA transfer
June 16, 2021, 10:34:56 AM
So I decided to move my IRA to Alto.  It was stated in the conversion process that both the LendingClub IRA account and the cash held by Strata will be transferred to Alto.  I submitted everything about 3 weeks ago.

On Alto it shows my LC account but still shows the actual transfer as pending.  And everything still looks like it's sitting in Strata.  Waiting patiently.  Anyone else at any different status?