About
Manage all your financial accounts in one place. Track transactions, set alerts, make payments, and deposit checks with ease. Secure your finances with advanced login options.
What's New in Loft Advisors
3.36.0
July 15, 2026
Version 3.36.0 • Bug fixes and performance improvements
Developer apps
FAQ
What does the Loft Advisors app do?
The Loft Advisors app acts as a personal financial advocate, allowing you to aggregate all your financial accounts, including those from other banks and credit unions, into a single, convenient view. It provides tools to manage your finances efficiently, track transactions, set alerts, make payments, and deposit checks.
What are the key features of Loft Advisors?
Key features include aggregating all financial accounts, organizing transactions with tags, notes, and photos, setting balance alerts, making payments, transferring money between accounts, mobile check deposit, debit card management, viewing monthly statements, and finding nearby branches and ATMs.
Is Loft Advisors free to use?
The application itself is free to download and use. However, it does contain advertisements. To use the app, you must be enrolled as a Loft Advisors Internet Banking user.
What devices is Loft Advisors compatible with?
The app is designed for mobile devices. It supports secure login options like a 4-digit passcode and fingerprint or face reader on supported devices, indicating compatibility with modern smartphones and tablets.
How can I secure my account with Loft Advisors?
You can secure your account with a 4-digit passcode. Additionally, on supported devices, the app offers enhanced security through fingerprint or face reader authentication, providing a convenient and secure login experience.
