ATEL Investor Services

Dedicated to providing an outstanding investor service experience.

ATEL Investor Services provides information and account assistance to existing unit holders and their Registered Representatives.

Our Investor website allows investors to access a number of features offered on the site including access to recent distribution information and printable current year Schedule K1 tax forms.

Access Statements

Investor Login Assistance

If you need assistance accessing ATEL's Investor website go to password reset, enter your account identification number and follow the onscreen prompts to manage your password.

Password Reset

ATEL Investor Services Can:
  • Provide answers to questions about your alternative investment account.
  • Provide assistance to investors wishing to make changes to an account; such as address changes and changes to distribution destinations.
    Please Note: Forms must be received by the 10th of the month in order to process requests for current month's distribution.
  • Provide requirements and forms to re-register or transfer units on an existing account.
    Please Note: Re-registrations and transfers are processed on a monthly basis only. All required documentation and signatures must be submitted by the last day of the prior month for an effective date of the first of the following month.

Forms

ATEL VENTURE PORTFOLIO NEWS

FINRA Investor Protection

FINRA Investor ProtectionPrivacy Policy

Financial Industry Regulatory Authority (FINRA) Conduct Rule 2267ATEL values the trust you have placed in us. As a part of our relationship, we respect and FINRA Rules & Regulation Website: http://www.finra.org/RulesRegulationacknowledge your privacy. Pursuant to Federal Trade Commission regulations (and SEC Regulation
The FINRA Regulation Public Disclosure Program Hotline:

FINRA P.O. Box 9401
Gaithersburg, Maryland 20898-9401
Telephone: (800) 289-9999
Fax: (301) 212 8137

The FINRA Regulation Public Disclosure Program publishes an investor brochure which is available by contacting Public Disclosure at the above telephone number or address.

Visit FINRA at http://www.FINRA.org

FINRA BrokerCheck: Click Here to check the background of your investment professional.

S-P), we would like you to understand our policies and procedures for protecting the nonpublic financial information we receive from you. Our policies relating to disclosure of your nonpublic personal financial information are as follows:

ATEL Investor Services can collect nonpublic personal information about you from the following sources:

Information about your transactions with us, our affiliates, or others
Information we receive from a consumer-reporting agency
Information we receive from you on sub docs or other forms


We do not disclose nonpublic personal information about our customers or former customers to anyone, except as permitted by law. We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.  

If you have any questions about these policies or our use, maintenance and disclosure of your personal financial information, please contact our Investor Services Department at (800) 543-2835 ext 3.