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Your profile and details

Profile holds your personal details, your household (spouse, banks, documents) and ways to reach us. Tap the person icon at the bottom of the screen to open it.

What's in my profile?​

  • Account: Personal Info, Security and Notifications
  • Household: Spouse, Bank Accounts, Document Vault, and Set Up 401(k) if your employer's plan works with alooola
  • Support: Contact an Advisor, Help Center, Refer a Friend and Rate alooola

Sign Out is below these. The bell at the top opens your notifications.

The profile screen: Account with Personal Info, Security and Notifications; Household with Spouse, Bank Accounts and Document Vault; Support with Contact an Advisor, Help Center and Refer a Friend; and Sign Out. The Account rows are picked out.

How do I update my personal details?​

Tap Personal Info, then the row you want to change. Most changes ask for a code we text you. A new phone number gets its own code, sent to the new number.

Personal Info holds your email, phone and home address. Depending on your accounts, it also holds your mailing address, trusted contact, employment, marital status, income and tax filing status.

Why can't I change my name or date of birth?​

Once you have an investment account, your legal name and date of birth must match our clearing firm's records. To change them, contact us.

Your Social Security number and citizenship are shown but can't be changed in the app.

How do I manage notifications?​

  • To read them, tap the bell at the top of Profile. Mark All Read clears the dots.
  • To choose which you get, tap Notifications. Turn on Allow Notifications, then choose Account Activity, Trading, Account Alerts and General.

If your phone's settings block notifications, the screen says so and offers Open Settings.

What's in Help Center?​

Tap Help Center in Profile to email us, report a problem, read What's New in the latest update, or open these guides.

How do I close my account?​

  1. Open Profile, tap Security, then Delete Account.
  2. Read what happens next, then tap Continue.
  3. Type your name to confirm, and tap Continue.
  4. Enter the code we text you.

Nothing is closed straight away. We email you a confirmation, and our team contacts you to settle your holdings and close your accounts. After that, your banks are unlinked and your personal data is deleted, except what the law requires us to keep.

You can also email support@alooola.com to start the same process.