How can we help?

Short, plain answers about the alooola app. Pick a topic below, or contact us and a person will help.

Getting started

• Sign in for the first time
• Open an account
• Find your way around the app

Adding and moving money

• Link a bank
• Deposits and withdrawals
• Transfer an account from another firm
• Connect your 401(k)

Your accounts

• Your returns and holdings
• Account settings
• Beneficiaries and trusted contacts
• Share your accounts with your spouse
• Joint accounts

Documents

• Statements and tax forms
• Document Vault

Planning and spending

• Your retirement plan
• Altitude
• Spending

Profile and security

• Sign-in, Face ID and passwords
• Your profile and details
• Security and privacy

Help

• Frequently asked questions
• Contact us or book a call

What does alooola do?

alooola is an SEC registered investment adviser. In the app you can:

• Open an Individual, Joint, Traditional IRA or Roth IRA account
• Choose a portfolio strategy, which we build and manage for you
• Add money once or on a schedule, and withdraw it
• See your accounts, your 401(k) and your spending in one place

Video: a tour of the app, 47 seconds, no sound. The list above covers the same ground.

How do I reach a person?

Email support@alooola.com or call 484-275-5525, Monday to Friday, 9am to 5pm ET.