Do Alto fees get reimbursed?
Yes! We refund these fees annually as long as you maintain an active investment of $5,000.
How can I cancel a transaction on my account?
Any request to cancel a transaction and have your investment returned BEFORE being invested in our fund must be made on the same day the transaction was initiated, before 4 p.m. MST / 3 p.m. PST / 5 p.m. CST. To request to cancel your transaction, please log into your private dashboard here and follow the instructions below: 1. Select ‘Portfolio’ at the top 2. Navigate to ‘Transaction History’ 3. Scroll to the right side using the bar at the bottom 4. Click on the blue “CANCEL” button and confirm
How can I enable the “Auto Invest” feature in my account?
After creating your initial investment, you can contribute to your investment monthly by enabling our "Auto Invest" feature. This allows you to create automated transactions via ACH for the amount and date of the month you prefer. 1. Log in to your account 2. Select the option ‘Portfolio’ 3. Choose ‘TRANSACTIONS’ 4. At the bottom right side of the screen, you will see the option “Enable”. Click on that button and you will be able to choose the amount you want to invest monthly. 5. A key step in this process is to click the pencil icon to set a ...
How can I resubmit my transaction?
Any investment transaction in "Rejected" status can be resubmitted by the investor. To do so, please log into your password-protected account, select ‘Portfolio’ from the top, and then the ‘TRANSACTION HISTORY’ tab. Click the pencil icon next to the rejected transaction and confirm the resubmission.
How can I update my payment method?
To update your payment method please log into your password-protected account: 1. Select ‘My Account’ at the top 2. Navigate to ‘Payment Method’ 3. Click the blue button ‘Add new payment method’ 4. Choose ‘CalTier Fund 1, LP’ offer from the drop-down 5. Select ‘Bank Account’ and follow the steps on the screen. Please note: our bank holds this information on their secure system linked directly to your private account. CalTier does not see or store these details.
How do I reset my password?
Please navigate here and click “Forgot Password.” Enter your email address, and our support team will send you a link to reset your password. Keep in mind that this link expires in 48 hours.
How do I update/change my email address?
Log into your private dashboard here Navigate to “My Account” at the top Select the “Users” tab Click on the pencil icon and enter a new email address
How does the redemption plan work?
You can view our offering circular with our redemption plan on pages 54 and 55 of our offering circular. Please see the Offering Circular here: Offering Circular. "While limited partners should view this investment as long-term, with poor liquidity, we have adopted a redemption plan whereby, on a monthly basis, an investor may have the opportunity to obtain liquidity. The General Partner has designed our redemption plan with a view towards providing investors with an initial period during which to decide whether a long-term investment in the company is appropriate for their portfolio. In addition, despite the illiquid nature of the assets expected ...
If I would like to withdraw in the future, when will I receive my redemption?
We issue redemptions at the end of each month and send them out in batches via physical check through UPS First Class.
Where can I log in to check the status of my account? I can see that $XXX was withdrawn from my account, but I never got any follow-up email.
You can check the status of your transaction by clicking on “Portfolio” at the top and navigating to “Transaction History.” Here, you can view the status of your transaction. Typically, our processing time is 3-5 business days (ACH), as it takes time for your bank to send the funds, and once we receive them, they go through another clearing process with our banking/escrow partners. If you do not see these funds in your account, please contact our customer support team to help you clear your investment.
Why do I see NC (North Capital) custody?
North Capital is our custodian. We use it when accepting investments and when we send out distributions. Distributions paid via ACH will show as 'NCPS Custody.'
Why do I see WealthBlock on my statement?
Investments in the CalTier Fund I may show “Wealth Block” on your billing or statement. This is our authorized platform service provider.
