Investor Portal
Everything you need to know to use the Investor Portal.
Online Portal
- How do I register for the Online Portal?
- How do I complete the Onboarding process?
- What features are available in the Online Portal?
- 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?
- How do I access my account statements and tax documents?
- Why is my online account locked?
- What is an account or setup Issue, and how do I clear it?
- I’m Having Login Issues – How Can I Resolve This?
- What Do the Different Cash Totals Mean in the Online Portal?
- Can You Help Me with Two-Factor Authentication (2FA)?
- What Are Your Business Hours?
Transfer-ins 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?
- Why won’t AET process a transfer request for a Trust account?
- How do I internally transfer funds between my accounts?
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?
- How do I add or make changes my account beneficiaries?
- What are the benefits of a Self-Directed IRA (SDIRA)?
- What is a Solo 401(k), and how does it work?
- How do I take a loan from my Solo 401(k)?
- What is a Roth IRA, and how does it differ from a Traditional IRA?
- What does the status of my request mean?
- How do I link my bank account?
- What services does AET provide as an SDIRA Custodian?
- Understanding Key Terms for Self-Directed IRAs (SDIRAs) and Other Retirement Accounts
- How Much Can I Contribute to My Account? (2025)
- What is your ACATS Number?
- Understanding or calculating your RMD (Required Minimum Distribution)
Tax Reporting and Compliance
- What tax documents does AET provide?
- Why Didn’t I Receive a 1099-R for My Year-End Distribution?
- 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?
- How do I remove a worthless asset from my IRA?
Signing Request
Bill Pay
Prohibited Transactions and Compliance
Fees and Payments
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?
- Can my SDIRA invest with other partners, including myself?
- What are the tax implications of investing through an SDIRA?
- Does AET provide tax or legal advice regarding my investments?
- How do I submit an investment for compliance review?
- What supporting documents are required when submitting an investment?
- How do I send, or return, investment income or rent to my IRA?
- How do I purchase Precious Metals with my IRA?
- How do I sell Precious Metals that are in my IRA?
- Why don't my precious metals values, or prices, match what I paid for them?
- How do IRA-Owned LLC Interests Work?
- How do I purchase Real Estate with my IRA?
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?
- What if I want to close my account without clearing the asset values first?
- What happens to my SDIRA if I pass away?
- How do IRS rules apply to Inherited IRAs?
- Does AET require a Medallion Signature Guarantee for outgoing transfers?
- How do I confirm the status of my request?
- How do I sell Real Estate owned by my IRA?
- Withdrawal vs. Transfer: What’s the Difference?