alooola support
Everything you need,
in one place.
Short walkthroughs for every part of the app, written down and shown on screen. Start with the five-minute setup, or jump straight to what you came for.
Getting started
If alooola established your account, sign in with the temporary password provided by email.
Open an accountVideoEstablishing alooola yourself: create a login and open an Individual account, Traditional IRA, or Roth IRA.
Link a bankVideoConnect a bank through Plaid so you can move money in and out.
Account & loginFace ID, passwords, and keeping your profile details current.
Moving money
One-time deposits, withdrawals, and setting up recurring investing.
Transfer outside accountsVideoMove a brokerage or retirement account from another firm into alooola.
Connect your 401(k)VideoLink your employer plan so it sits alongside everything else.
Your accounts
Net worth, balances, allocation, and what sits inside each account.
Account settingsTransactions, documents, banking, and the portfolio each account follows.
BeneficiariesName who inherits each account, and keep it current.
Invite a spouseSee each other's accounts, read-only, and plan as a household.
Tracking & planning
Connect a bank and see where your money goes, categorised month by month.
Retirement planningVideoProject your balance, then test what actually moves it.
What alooola does
- Opens Individual, Joint, and retirement accounts, Traditional and Roth IRAs
- Builds and manages a diversified portfolio matched to your goals and risk
- Funds and tracks everything from your phone, including recurring deposits
- Monitors and rebalances automatically, so you are not doing it by hand
alooola is a fiduciary and an SEC registered investment adviser. Fees are shown in plain language before you invest, and there are no commissions on trades.
Further assistance
If you cannot find what you need here, our team is available directly.
- Email support@alooola.com
- Call 484-275-5525
You may also wish to review the FAQ, which covers fees, security, withdrawals, and how portfolios are managed through market declines.