Account connections

Plaid

Connects your outside bank and investment accounts to the alooola app.

About Plaid

Plaid connects financial accounts to the apps people choose to use them with.

Where it fits

Linking an account through Plaid lets your advisor see your whole picture, not just what we manage. Your bank login goes to Plaid, not to us.

Questions about how the pieces fit?

Talk it through with an advisor.