Online Portal
- How do I register for the Online Portal?
- How do I complete the Onboarding process?
- How do I reset my password?
- How do I change my contact information in the portal?
- What internet browsers are supported by the portal?
- How do I track the status of my investment?
General Account Questions
- How do I contribute new funds to my account?
- How do I take a cash withdrawal or distribution from my account?
- Can I withdraw or distribute precious metals held in my IRA to myself?
- What is the difference between a transfer, rollover, and a contribution?
- How do I update my contact information in the portal?
- How do I change my address in the portal?
Fees and Payments
Transfers In and Rollovers
- How do I initiate a cash transfer into my AET account?
- How do I transfer an existing asset into my AET account?
- What is the difference between a direct rollover and an indirect rollover?
- Can I transfer an existing IRA or 401(k) into an SDIRA?
- How long does the transfer process take?
- Can I transfer publicly traded assets into my SDIRA?
Prohibited Transactions and Compliance
Investment Questions
- What types of investments can I hold in my AET SDIRA?
- Understanding the Direction of Investment (DOI) Process – What’s Required and How Long It Takes
- How do I make corrections to a Direction of Investment (DOI) that is On Hold for Correction?
- Why Was My Investment Denied? – Common Reasons for Compliance Issues
- The importance of thorough due diligence before investing.
- How should my investment be titled?
Bill Pay
Signing Request
Tax Reporting and Compliance
- What tax documents does AET provide?
- How do I report the Fair Market Value (FMV) of my assets?
- What is the deadline for FMV reporting?
- How do I pay Unrelated Business Income Tax (UBIT) or Unrelated Debt-Financed Income (UDFI)?
- Where can I find information on calculating UBIT or UDFI?
- How do I make a 990-T payment through AET?
Account Closure and Transfer Out
- How do I submit a transfer out to another IRA custodian?
- How do I transfer assets out of my AET SDIRA?
- How do I withdraw or distribute all cash to myself and close my account?
- How do I withdraw or distribute an asset to myself and close my account?
- Can I liquidate assets before transferring out of AET?
- What is the process for closing my account?