Transfer Outside Accounts
Moving your existing investments into alooola is fast, simple, and stress-free. We handle the heavy lifting — so you can focus on your goals.
Why Transfer?
Bringing your accounts into alooola helps you:
- Consolidate your investments in one modern dashboard
- Simplify your financial life with automatic management
- Stay on track with a unified, personalized portfolio strategy
No paperwork, no guesswork — just progress.
How to Transfer
-
Create Your alooola Account
Download the app and sign up. It only takes a minute. -
Start a Transfer
Begin the transfer process right from the app. -
Enter Your Current Brokerage Info
Search for your provider (e.g. Fidelity, Schwab) and provide your account number. -
Complete alooola Account Setup
We'll open your new investment account using a few basic details:- Employment status
- Income range
- Investment goals
-
Choose Your Portfolio
Get a tailored recommendation — or adjust to fit your preferences. -
Review & Submit
Accept standard disclosures and confirm your request. That’s it — we’ll take it from here.
What Happens Next?
- Your new alooola accounts are created automatically
- Your transfer request is submitted instantly
- You can track progress from your Wealth dashboard
- Most transfers complete in 5–7 business days
We’ll notify you at each step so there are no surprises.
Still Have Questions?
We’re here to help. Reach out anytime at support@alooola.com