Alterra Advisors

Common Questions

Withdrawals
  • To request a distribution from one of your accounts, you can call the office (425-749-3300) or email your Client Care team member.
  • Distributions require a verbal verification for the security of your account and typically take 7-10 business days to complete.
  • If we are sending a check or electronic transfer to a different address or account than the one we have on record, we will send a form via DocuSign to add the address or link the new account.
Tax Documents
  • We offer the option for us to coordinate your end-of-the-year tax documents and send them to your CPA/tax advisor. When tax forms are available, we will send them via secure email to your CPA on record. (Don’t worry, we always check in beforehand in case there have been any changes in relation to your CPA/tax advisor team.)
  • More information on how to access your documents
Zoom - How to join
  • You can join an online meeting using the information in your email invite. You can join from your browser, from the Zoom desktop, from the Zoom mobile application, from a landline, or from mobile phone.
  • Download our Zoom Meeting PDF on how to join a Zoom meeting with step-by-step instructions.
Fidelity – Investment Accounts
  • You can sign in to your Fidelity account to easily monitor all your Fidelity investment accounts from your desktop, tablet, or smartphone
  • Download our Fidelity PDF to see how to get started, as well as how you can monitor your accounts or view/print statements and reports.
DocuSign – How to access and sign
  • DocuSign is a document-signing software that Alterra uses to securely send and receive signatures for important documents. The knowledge-based authentication process asks detailed questions based on data that is available in your public records (e.g., current or former addresses, vehicles owned, etc.). This authentication process is used to ensure that we protect your confidential information.
  • Download our DocuSign PDF to see how to access your documents via DocuSign..
Miscellaneous Service Requests

Contact Client Care or call the office at 425-749-3300 to schedule a meeting with your advising team, get your email and/or address updated, and to update your banking information.