Loft Advisors

Loft Advisors is your personal financial advocate that aggregates all of your financial accounts, including external banks and credit unions, into a single, secure view. It’s fast and makes managing your finances easier with powerful tools designed for convenience.

Key features include transaction tagging and notes, receipt and check photo storage, balance alerts, payments and transfers, quick check deposits by photo, card controls, monthly statements, and a branch/ATM finder. For security, the app uses a 4-digit passcode and biometric login on supported devices. Note: You must be enrolled in Loft Advisors Internet Banking to use the app.