# alooola Help Center

> How to use the alooola app: signing in, opening accounts, deposits and withdrawals, transfers, documents, planning, and contacting support.

alooola is an SEC registered investment adviser. These pages describe what the alooola app does. They are not financial, tax or legal advice. Investing involves risk, including possible loss of principal.

- [alooola Help Center](https://support.alooola.com/index.md): Short answers about the alooola app. Signing in, adding money, your accounts, documents, planning, and how to reach a person.

## Getting started

- [Sign in for the first time](https://support.alooola.com/sign-in.md): If alooola set up your account and emailed you a temporary password, sign in with it. Do not create a new account.
- [Open an account](https://support.alooola.com/getting-started.md): Create your login and open an Individual, Joint, Traditional IRA or Roth IRA account in the alooola app.
- [Find your way around the app](https://support.alooola.com/your-accounts.md): What the four tabs in the alooola app are for, what your home screen shows, what the + button does, and what is inside each account.

## Adding and moving money

- [Link a bank](https://support.alooola.com/link-your-bank.md): Connect a bank to alooola through Plaid, choose which of your accounts it pays into, reconnect it, or remove it.
- [Deposits and withdrawals](https://support.alooola.com/fund-your-account.md): Add money from your bank, set up or change a monthly deposit, deposit into an IRA, withdraw money, and how long each one takes.
- [Transfer outside accounts](https://support.alooola.com/account-transfers.md): Move a brokerage account or IRA from another firm into alooola. Where to start, what to enter, and how long it takes.
- [Connect your 401(k)](https://support.alooola.com/connect-401k.md): Connect your employer's 401(k) to see it with your other accounts, choose how it's invested, and change your contributions in the app.

## Your accounts

- [Your returns and holdings](https://support.alooola.com/account-performance.md): Where to see an account's return, gains and contributions in the alooola app, what each figure means, and the detail behind each holding.
- [Account settings](https://support.alooola.com/account-settings.md): Each account's settings: transactions, recurring deposit, banks, beneficiaries, trusted contacts, and how to change your portfolio strategy.
- [Beneficiaries and trusted contacts](https://support.alooola.com/beneficiaries.md): Name who receives each alooola account if you die, and add a trusted contact we can call if we can't reach you.
- [Share your accounts with your spouse](https://support.alooola.com/invite-your-spouse.md): Let your spouse or partner see your alooola accounts, and see theirs. They can look but not move money. How to invite, accept and stop sharing.
- [Joint accounts](https://support.alooola.com/joint-accounts.md): A joint account is one taxable account owned by two people. How to open one by inviting your co-owner, what each status means, and how to fund it.

## Documents

- [Statements and tax forms](https://support.alooola.com/statements.md): Where to find your alooola account statements, trade confirmations and tax forms such as the 1099, and how to save a copy.
- [Document Vault](https://support.alooola.com/document-vault.md): Keep your own documents, such as insurance policies, a will or a W-2, beside your statements. Add, organize, search and share them.

## Planning and spending

- [Your retirement plan](https://support.alooola.com/retirement-planning.md): The Retirement tab estimates what your accounts could add up to at retirement. How to set it up, what you can change, and how to save a plan.
- [Altitude](https://support.alooola.com/altitude.md): Altitude compares your finances with physicians like you, or with households your age. Where to find it, what it asks, and what the report shows.
- [Spending](https://support.alooola.com/spending.md): The Spending tab sorts what you spend into categories. Review charges, see cash flow, track bills, and manage categories and merchants.

## Profile and security

- [Sign-in, Face ID and passwords](https://support.alooola.com/account-login.md): Ways to sign in to alooola (email, Apple, Google), the texted code, Face ID and fingerprint, resetting your password, and signing out.
- [Your profile and details](https://support.alooola.com/profile.md): What's in your alooola profile, how to update your personal details, manage notifications, and close your account.
- [Security and privacy](https://support.alooola.com/security.md): How alooola protects your account, where your money is held, what SIPC covers, what we do with your information, and what to do if worried.

## Help

- [Frequently asked questions](https://support.alooola.com/faq.md): Short answers about alooola's fees, safety, account types, deposits, withdrawals, transfers and how your portfolio is managed.
- [Contact us or book a call](https://support.alooola.com/contact.md): Reach the alooola team by email or phone, report a problem from the app, or book a phone or video call with your advisor.