Investments

AET supports many different types of investments. For each class of investment, there are different pieces of supporting information that are required.

An investment will be created using the API calls below and then submitted for review. Other than cryptocurrency investments, all investments are manually reviewed by our staff.

There are a number of different statuses for an investment that are meant to indicate the common stages of an investment review and what can be done to move the investment to a Completed or Funded state.

AET reserves the right to reject any investment.

Investment Types

• Real Estate - Buy or sell real estate directly such as a rental property, raw land or an apartment building. This excludes the purchase of shares in a real estate company which is considered investing in a company.
• Precious Metals - Buy or sell physical quantities of precious metals such as gold, silver, platinum, or palladium. Purchased metals will be held in a depository until they are sold.
• Invest in a Company - Invest in a private company by purchasing equity or debt. This is also known as a Private Placement Memorandum (PPM).
• Wholly owned LLC - Transfer funds into a business entity owned by your retirement account. This is also known as an IRA LLC or Checkbook IRA.
• Private Loan - Lend a sum of money from your account at interest. Both secured and unsecured loans are supported.
• Cryptocurrency - Buy or sell cryptocurrency.
• 990-T - Form 990-T is used to report and pay taxes on unrelated business income for tax-exempt organizations, including some types of retirement accounts.
• Vendor Fee - Pay for services rendered to the account or to property owned by the account e.g. paying maintenance costs for a rental unit.
• Custom - If your investment doesn’t fit into any of the categories above, create a custom investment.

Investment Statuses

• Draft
• In Process
• Compliance Review
• Approved
• On Hold For Correction
• On Hold For Funds
• On Hold For Account Issues
• Rejected
• Canceled
• In Line for Funding
• Completed

Creating an investment

• Create the investment
• Update the investment
• Add supporting documents to an investment
• Submit an investment for review

Getting an investment status

You can subscribe to a webhook for a specific investment in order to be instantly notified when the investment status changes. See the webhooks guide.

Investments on hold

When an investment status changes to any status that begins with On Hold - additional action is either needed by the company or client. In order to proceed, use the following endpoints.

• Get notes for investment - See the notes field
• Update information as requested.