alooola: Wealth Management

alooola is wealth management, made simple. See every account in one place, invest with a portfolio built around your goals, and plan ahead for retirement. Built for medical professionals from residency on, and for anyone investing for the long run. YOUR MONEY IN ONE VIEW • Track your net worth and every alooola account from one home screen • Link your bank accounts to see spending by category, cash flow and recurring charges • Find statements, tax documents, trade confirmations and transaction history in the app INVEST YOUR WAY • Open individual, joint, Roth IRA and traditional IRA accounts • Choose a professionally managed portfolio, or pick your own funds • Set up recurring deposits and see what they could grow to over 20 years • Follow step-by-step guidance for a backdoor Roth IRA • Transfer investment accounts you hold elsewhere • Link your 401(k) if your employer offers it through alooola, and see how your employer match works PLAN AROUND YOUR CAREER • Build a retirement plan around the age you want to stop working • For medical professionals: see how your finances compare with physicians like you, adjusted for where you live IMPORTANT INFORMATION Advisory services are provided by alooola, LLC, an SEC-registered investment adviser. Brokerage and custody are provided by Apex Clearing Corporation, member FINRA/SIPC. Investing involves risk, including possible loss of principal. Projections are hypothetical and do not guarantee future results. Review our Form CRS and disclosures before investing: alooola.com/form-crs and alooola.com/disclosures.