What features are available in the Online Portal?
The AET Online Portal is your secure, all-in-one platform for managing your Self-Directed IRA (SDIRA). From opening accounts to submitting investment requests, the portal gives you full control over your retirement assets.
🔐 Secure and Convenient Access
- Log in to your account anytime
- Reset your password or retrieve your username
- Two-Factor Authentication (2FA) for added security
- Automatic session timeouts for protection
🧾 Account Management
- Open a new account
- View transaction history and running ledger
- View and pay outstanding fees or invoices
- Link new payment methods
- Submit requests to update personal information
🔄 Transfers & Contributions
- Submit and track Transfer-In requests from another custodian
- Submit and track Transfer-Out requests** to another custodian
- Contribute new funds to your IRA
- Transfer funds internally between AET accounts
- Submit Distribution requests for cash or in-kind assets
⚠️ Note: While you can request a Transfer-Out or Distribution that may result in your account being closed, you cannot close your account directly through the Online Portal. Please contact AET Support to complete the account closure process.
💼 Investment & Asset Management
- Submit new Investment Requests (DOIs)
- View and maintain current asset values
- Submit and track Bill Pay requests for asset-related expenses
👥 Beneficiaries & Personal Info
- Add or update beneficiaries
- Submit requests to change your personal information
📁 Document & Signing Management
- Upload and download account documents
- Access statements, tax forms, and investment documents
- Submit and track signing requests
🔔 Notifications & Updates
- View important notices and updates from AET in the Notifications section
📱 Mobile-Friendly Experience
- Fully mobile-friendly—log in from your smartphone or tablet
- No app required
📞 Support Access
While the portal does not include a built-in messaging system, you can contact AET Support via:
- Telephone