--- title: Investor Portal | Help Center description: Everything you need to know to use the Investor Portal. --- [Skip to content](https://support.aetrust.com/investor-portal#main-content) English Show submenu for translations [More support](https://support.aetrust.com/kb-tickets/new) [Customer portal](https://cs.aetrust.com/tickets-view) [![American Estate & Trust](https://support.aetrust.com/hubfs/Website%20Assets/Logo%20Assets/logo-text.svg)](https://support.aetrust.com/) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.aetrust.com/kb-tickets/new) - [Customer portal](https://cs.aetrust.com/tickets-view) - [Contact us](https://aetrust.com/contact) [Contact us](https://aetrust.com/contact) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.aetrust.com/) 2. [Investor Portal](https://support.aetrust.com/investor-portal) # Investor Portal Everything you need to know to use the Investor Portal. ## Online Portal - [How do I register for the Online Portal?](https://support.aetrust.com/how-do-i-register-for-the-online-portal) - [How do I complete the Onboarding process?](https://support.aetrust.com/how-do-i-complete-the-onboarding-process) - [What features are available in the Online Portal?](https://support.aetrust.com/what-features-are-available-in-the-online-portal) - [How do I reset my password?](https://support.aetrust.com/how-do-i-reset-my-password) - [How do I change my contact information in the portal?](https://support.aetrust.com/how-do-i-change-my-contact-information-in-the-portal) - [What internet browsers are supported by the portal?](https://support.aetrust.com/what-internet-browsers-are-supported-by-the-portal) - [How do I track the status of my investment?](https://support.aetrust.com/how-do-i-track-the-status-of-my-investment) - [How do I access my account statements and tax documents?](https://support.aetrust.com/how-do-i-access-my-account-statements-and-tax-documents) - [Why is my online account locked?](https://support.aetrust.com/why-is-my-online-account-locked) - [What is an account or setup Issue, and how do I clear it?](https://support.aetrust.com/what-is-an-account-or-setup-issue-and-how-do-i-clear-it) - [I’m Having Login Issues – How Can I Resolve This?](https://support.aetrust.com/im-having-login-issues-how-can-i-resolve-this) - [What Do the Different Cash Totals Mean in the Online Portal?](https://support.aetrust.com/what-do-the-different-cash-totals-mean-in-the-online-portal) - [Can You Help Me with Two-Factor Authentication (2FA)?](https://support.aetrust.com/can-you-help-me-with-two-factor-authentication-2fa) - [What Are Your Business Hours?](https://support.aetrust.com/what-are-your-business-hours) See less ▼ ## Transfer-ins and Rollovers - [How do I initiate a cash transfer into my AET account?](https://support.aetrust.com/how-do-i-initiate-a-cash-transfer-into-my-aet-account) - [How do I transfer an existing asset into my AET account?](https://support.aetrust.com/how-do-i-transfer-an-existing-asset-into-my-aet-account) - [What is the difference between a direct rollover and an indirect rollover?](https://support.aetrust.com/what-is-the-difference-between-a-direct-rollover-and-an-indirect-rollover) - [Can I transfer an existing IRA or 401(k) into an SDIRA?](https://support.aetrust.com/can-i-transfer-an-existing-ira-or-401k-into-an-sdira) - [How long does the transfer process take?](https://support.aetrust.com/how-long-does-the-transfer-process-take) - [Can I transfer publicly traded assets into my SDIRA?](https://support.aetrust.com/can-i-transfer-publicly-traded-assets-into-my-sdira) - [Why won’t AET process a transfer request for a Trust account?](https://support.aetrust.com/why-wont-aet-process-a-transfer-request-for-a-trust-account) - [How do I internally transfer funds between my accounts?](https://support.aetrust.com/how-do-i-internally-transfer-funds-between-my-accounts) - [How to set up recurring contributions?](https://support.aetrust.com/how-to-set-up-recurring-contributions) See less ▼ ## General Account Questions - [How AET Handles 401(k) Plan Accounts](https://support.aetrust.com/how-aet-handles-401k-plan-accounts) - [How do I contribute new funds to my account?](https://support.aetrust.com/how-do-i-contribute-new-funds-to-my-account) - [How do I take a cash withdrawal or distribution from my account?](https://support.aetrust.com/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?](https://support.aetrust.com/can-i-withdraw-or-distribute-precious-metals-held-in-my-ira-to-myself) - [What is the difference between a transfer, rollover, and a contribution?](https://support.aetrust.com/what-is-the-difference-between-a-transfer-rollover-and-a-contribution) - [How do I update my contact information in the portal?](https://support.aetrust.com/how-do-i-update-my-contact-information-in-the-portal) - [How do I change my address in the portal?](https://support.aetrust.com/how-do-i-change-my-address-in-the-portal) - [How do I add or make changes my account beneficiaries?](https://support.aetrust.com/how-do-i-add-or-make-changes-my-account-beneficiaries) - [What are the benefits of a Self-Directed IRA (SDIRA)?](https://support.aetrust.com/what-are-the-benefits-of-a-self-directed-ira-sdira) - [What is a Solo 401(k), and how does it work?](https://support.aetrust.com/what-is-a-solo-401k-and-how-does-it-work) - [How do I take a loan from my Solo 401(k)?](https://support.aetrust.com/how-do-i-take-a-loan-from-my-solo-401k) - [What is a Roth IRA, and how does it differ from a Traditional IRA?](https://support.aetrust.com/what-is-a-roth-ira-and-how-does-it-differ-from-a-traditional-ira) - [What does the status of my request mean?](https://support.aetrust.com/what-does-the-status-of-my-request-mean) - [How do I link my bank account?](https://support.aetrust.com/how-do-i-link-my-bank-account) - [What services does AET provide as an SDIRA Custodian?](https://support.aetrust.com/what-services-does-aet-provide-as-an-sdira-custodian) - [Understanding Key Terms for Self-Directed IRAs (SDIRAs) and Other Retirement Accounts](https://support.aetrust.com/understanding-key-terms-for-self-directed-iras-sdiras-and-other-retirement-accounts) - [How Much Can I Contribute to My Account? (2025)](https://support.aetrust.com/how-much-can-i-contribute-to-my-account-2025) - [What is your ACATS Number?](https://support.aetrust.com/what-is-your-acats-number) - [Understanding or calculating your RMD (Required Minimum Distribution)](https://support.aetrust.com/understanding-or-calculating-your-rmd-required-minimum-distribution) See less ▼ ## Tax Reporting and Compliance - [What tax documents does AET provide?](https://support.aetrust.com/what-tax-documents-does-aet-provide) - [Why Didn’t I Receive a 1099-R for My Year-End Distribution?](https://support.aetrust.com/why-didnt-i-receive-a-1099-r-for-my-year-end-distribution) - [How do I report the fair market value (FMV) of my assets?](https://support.aetrust.com/how-do-i-report-the-fair-market-value-fmv-of-my-assets) - [What is the deadline for FMV reporting?](https://support.aetrust.com/what-is-the-deadline-for-fmv-reporting) - [How do I pay Unrelated Business Income Tax (UBIT) or Unrelated Debt-Financed Income (UDFI)?](https://support.aetrust.com/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?](https://support.aetrust.com/where-can-i-find-information-on-calculating-ubit-or-udfi) - [How do I make a 990-T payment through AET?](https://support.aetrust.com/how-do-i-make-a-990-t-payment-through-aet) - [How do I remove a worthless asset from my IRA?](https://support.aetrust.com/how-do-i-remove-a-worthless-asset-from-my-ira) See less ▼ ## Signing Request - [What is a signing request?](https://support.aetrust.com/what-is-a-signing-request) - [How do I submit a signing request?](https://support.aetrust.com/how-do-i-submit-a-signing-request) - [How do I make corrections or upload documents to an existing signing request that is On Hold for Correction?](https://support.aetrust.com/how-do-i-make-corrections-or-upload-documents-to-an-existing-signing-request-that-is-on-hold-for-correction) - [How long does a signing request take to complete?](https://support.aetrust.com/how-long-does-a-signing-request-take-to-complete) ## Bill Pay - [What is a Bill Pay?](https://support.aetrust.com/what-is-a-bill-pay) - [How do I submit a Bill Pay request?](https://support.aetrust.com/how-do-i-submit-a-bill-pay-request) - [Can I make changes to existing Bill Pay vendors information?](https://support.aetrust.com/can-i-make-changes-to-existing-bill-pay-vendors-information) - [How long does it take to complete a Bill Pay request?](https://support.aetrust.com/how-long-does-it-take-to-complete-a-bill-pay-request) ## Prohibited Transactions and Compliance - [What is a prohibited transaction?](https://support.aetrust.com/what-is-a-prohibited-transaction) - [Who is considered a disqualified person?](https://support.aetrust.com/who-is-considered-a-disqualified-person) - [Can I invest in an entity I or a family member owns?](https://support.aetrust.com/can-i-invest-in-an-entity-i-or-a-family-member-owns) - [What are the consequences of engaging in a prohibited transaction?](https://support.aetrust.com/what-are-the-consequences-of-engaging-in-a-prohibited-transaction) - [What types of transactions are allowed in an SDIRA?](https://support.aetrust.com/what-types-of-transactions-are-allowed-in-an-sdira) ## Fees and Payments - [How can I pay my annual AET account fee?](https://support.aetrust.com/how-can-i-pay-my-annual-aet-account-fee) - [How do I pay my AET account fees with a credit card?](https://support.aetrust.com/how-do-i-pay-my-aet-account-fees-with-a-credit-card) - [How do I change how my account fees are paid?](https://support.aetrust.com/how-do-i-change-how-my-account-fees-are-paid) - [When are fees due?](https://support.aetrust.com/when-are-fees-due) - [What payment methods does AET accept?](https://support.aetrust.com/what-payment-methods-does-aet-accept) - [What types of account fees are charged at AET?](https://support.aetrust.com/what-types-of-account-fees-are-charged-at-aet) See less ▼ ## Investment Questions - [What types of investments can I hold in my AET SDIRA?](https://support.aetrust.com/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](https://support.aetrust.com/understanding-the-direction-of-investment-doi-process-whats-required-and-how-long-it-takes) - [How do I make corrections to a Direction of Investment (DOI) that is On Hold for Correction?](https://support.aetrust.com/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](https://support.aetrust.com/why-was-my-investment-denied-common-reasons-for-compliance-issues) - [The importance of thorough due diligence before investing.](https://support.aetrust.com/the-importance-of-thorough-due-diligence-before-investing) - [How should my investment be titled?](https://support.aetrust.com/how-should-my-investment-be-titled) - [Can my SDIRA invest with other partners, including myself?](https://support.aetrust.com/can-my-sdira-invest-with-other-partners-including-myself) - [What are the tax implications of investing through an SDIRA?](https://support.aetrust.com/what-are-the-tax-implications-of-investing-through-an-sdira) - [Does AET provide tax or legal advice regarding my investments?](https://support.aetrust.com/does-aet-provide-tax-or-legal-advice-regarding-my-investments) - [How do I submit an investment?](https://support.aetrust.com/how-do-i-submit-an-investment-for-compliance-review) - [Which Investment Documents Do I Need?](https://support.aetrust.com/what-supporting-documents-are-required-when-submitting-an-investment) - [How do I send, or return, investment income or rent to my IRA?](https://support.aetrust.com/how-do-i-send-or-return-investment-income-or-rent-to-my-ira) - [How do I purchase Precious Metals with my IRA?](https://support.aetrust.com/how-do-i-purchase-precious-metals-with-my-ira) - [How do I sell Precious Metals that are in my IRA?](https://support.aetrust.com/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?](https://support.aetrust.com/why-dont-my-precious-metals-values-or-prices-match-what-i-paid-for-them) - [How do IRA-Owned LLC Interests Work?](https://support.aetrust.com/how-do-ira-owned-llc-interests-work) - [How do I purchase Real Estate with my IRA?](https://support.aetrust.com/how-do-i-purchase-real-estate-with-my-ira) See less ▼ ## Account Closure and Transfer-out - [How do I submit a transfer out to another IRA custodian?](https://support.aetrust.com/how-do-i-submit-a-transfer-out-to-another-ira-custodian) - [How do I transfer assets out of my AET SDIRA?](https://support.aetrust.com/how-do-i-transfer-assets-out-of-my-aet-sdira) - [How do I withdraw or distribute all cash to myself and close my account?](https://support.aetrust.com/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?](https://support.aetrust.com/how-do-i-withdraw-or-distribute-an-asset-to-myself-and-close-my-account) - [Can I liquidate assets before transferring out of AET?](https://support.aetrust.com/can-i-liquidate-assets-before-transferring-out-of-aet) - [What is the process for closing my account?](https://support.aetrust.com/what-is-the-process-for-closing-my-account) - [What if I want to close my account without clearing the asset values first?](https://support.aetrust.com/what-if-i-want-to-close-my-account-without-clearing-the-asset-values-first) - [What happens to my SDIRA if I pass away?](https://support.aetrust.com/what-happens-to-my-sdira-if-i-pass-away) - [Understanding Your Inherited IRA](https://support.aetrust.com/how-do-irs-rules-apply-to-inherited-iras) - [Does AET require a Medallion Signature Guarantee for outgoing transfers?](https://support.aetrust.com/does-aet-require-a-medallion-signature-guarantee-for-outgoing-transfers) - [How do I confirm the status of my request?](https://support.aetrust.com/how-do-i-confirm-the-status-of-my-request) - [How do I sell Real Estate owned by my IRA?](https://support.aetrust.com/how-do-i-sell-real-estate-owned-by-my-ira) - [Withdrawal vs. Transfer: What’s the Difference?](https://support.aetrust.com/withdrawal-vs.-transfer-whats-the-difference) See less ▼ ## Assets - [What to do when your private stock goes public?](https://support.aetrust.com/what-to-do-when-your-private-stock-goes-public) - [Investor Portal](https://support.aetrust.com/investor-portal#main-content) - [Online Portal](https://support.aetrust.com/investor-portal#online-portal) - [Transfer-ins and Rollovers](https://support.aetrust.com/investor-portal#transfer-ins-and-rollovers) - [General Account Questions](https://support.aetrust.com/investor-portal#general-account-questions) - [Tax Reporting and Compliance](https://support.aetrust.com/investor-portal#tax-reporting-and-compliance) - [Signing Request](https://support.aetrust.com/investor-portal#signing-request) - [Bill Pay](https://support.aetrust.com/investor-portal#bill-pay) - [Prohibited Transactions and Compliance](https://support.aetrust.com/investor-portal#prohibited-transactions-and-compliance) - [Fees and Payments](https://support.aetrust.com/investor-portal#fees-and-payments) - [Investment Questions](https://support.aetrust.com/investor-portal#investment-questions) - [Account Closure and Transfer-out](https://support.aetrust.com/investor-portal#account-closure-and-transfer-out) - [Assets](https://support.aetrust.com/investor-portal#assets) - [Business Portal](https://support.aetrust.com/business-portal#main-content) - [Getting started](https://support.aetrust.com/business-portal#getting-started) - [FAQ](https://support.aetrust.com/business-portal#faq) - [Training](https://support.aetrust.com/business-portal#training) - [Investments](https://support.aetrust.com/business-portal#investments) [![American Estate & Trust](https://support.aetrust.com/hubfs/Website%20Assets/Logo%20Assets/logo-text.svg "American Estate & Trust")](https://aetrust.com) [mailto:support@aetrust.com](mailto:support@aetrust.com) Copyright © 2025, American Estate & Trust