---
title: How do I invest via IRA?
description: Sydecar makes investing through your IRA as seamless as possible with help from the product, your IRA custodian, and our Customer Experience team.
---

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1. [Help Center](https://help.sydecar.io/?hsLang=en)
2. [Investors](https://help.sydecar.io/investors?hsLang=en)
3. [Investing / Funding](https://help.sydecar.io/investors?hsLang=en#investing-funding)

# How do I invest via IRA?

## Sydecar makes investing through your IRA as seamless as possible.

#### **1. Set up your IRA profile**

1. When asked how you’re investing, choose “An IRA.”
2. Enter your IRA’s details. Your custodian can give you these: the plan name, plan type, and the custodian’s EIN, address, and state of incorporation. For the legal name, use the exact name on your IRA statement, for example “\[Custodian\] Custodian FBO Jane Doe IRA.”
3. Under “Control Person,” enter your own information. You’re the account holder, so we verify your identity even if your custodian signs.

#### **2. Sign with your IRA**

**Can I sign, or does my custodian?**

Usually your custodian. Your custodian holds the IRA, so it signs for it. To check, look at:

- **Your IRA statement.** If the account name reads “\[Custodian\] Custodian FBO \[your name\] IRA,” your custodian signs. FBO means “for the benefit of.”
- **Your custodian’s forms.** If your custodian has you fill out an investment direction form for private investments, your custodian signs.
- **An LLC your IRA owns.** If your IRA owns an LLC that you manage (a checkbook IRA), you may be able to sign as the LLC’s manager. Email [operations@sydecar.io](mailto:operations@sydecar.io) before you set up your profile.

Still not sure? Ask your custodian before you sign.

#### **FAQs**

**My custodian signs. What do I do?**

Don’t sign it yourself. Add your custodian as a teammate who can sign:

1. Invite a contact at your custodian as a teammate.
2. Choose “Select profiles,” pick only your IRA profile, and turn on “Sign for deals.”
3. Your custodian signs and funds the investment. Their name goes on the subscription agreement.

For how to add a teammate, see FAQs about teammates and team management.

**My IRA is with Alto. What do I do?**

Alto signs, not you.

1. Add [signaturerequests@altoira.com](mailto:signaturerequests@altoira.com) as a teammate. Choose “Select profiles,” pick your IRA profile, and turn on “Sign for deals.”
2. Your deal lead sets up the investment in Alto and invites you. Approve it there.
3. Alto signs and funds the investment on Sydecar.

**I can sign. What do I do?**

Sign and fund like any other investment.

**I signed, but my custodian should have.**

Email [operations@sydecar.io](mailto:operations@sydecar.io) right away, before you fund if you can.

**My custodian is asking for documents from Sydecar.**

They can email [operations@sydecar.io](mailto:operations@sydecar.io). We share them once your deal lead approves.

Need help? Contact [operations@sydecar.io](mailto:operations@sydecar.io) with questions about investing through an IRA.

*This article describes how IRA investing works on Sydecar and does not constitute legal or tax advice.*

- [Deal Leads](https://help.sydecar.io/deal-leads?hsLang=en#main-content)

    - [Onboarding & Profile Management](https://help.sydecar.io/deal-leads?hsLang=en#onboarding-profile-management)
    - [Setting up your SPV](https://help.sydecar.io/deal-leads?hsLang=en#setting-up-your-spv)
    - [Fundraising](https://help.sydecar.io/deal-leads?hsLang=en#fundraising)
    - [Closing / Post-Closing](https://help.sydecar.io/deal-leads?hsLang=en#closing-post-closing)
- [Investors](https://help.sydecar.io/investors?hsLang=en#main-content)

    - [Onboarding & Profile Management](https://help.sydecar.io/investors?hsLang=en#onboarding-profile-management)
    - [Investing / Funding](https://help.sydecar.io/investors?hsLang=en#investing-funding)
    - [Post-Closing](https://help.sydecar.io/investors?hsLang=en#post-closing)
- [FAQs](https://help.sydecar.io/faqs?hsLang=en#main-content)

    - [Compliance](https://help.sydecar.io/faqs?hsLang=en#compliance)
    - [SPV](https://help.sydecar.io/faqs?hsLang=en#spv)

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