ATEL Investor Services
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.
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.
Send Us Your Feedback
In an effort to improve our service, ATEL Investor Services would appreciate your feedback about your experience with us. You are welcome to participate in a brief survey of four questions, plus the opportunity to add detailed information as to how we may better serve your needs.
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: Requests must be received by the 10th of the month in order to process request 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. Visit our online Investor Forms page for downloadable forms in .pdf format