Client Access vs Loft Advisors

Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here. • Your account balances, including your assets and available cash  • Current value of each of your investments • Detailed asset allocation analysis • Documents such as trade confirmations and tax reporting • A secure vault to store financial statements, insurance documents  • A full complement of convenient client tools • Your financial advisor’s contact information Asset allocation does not guarantee a profit nor protect against loss.

Loft Advisors is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view. It’s fast, secure and makes life easier by empowering you with the tools you need to manage your finances. Here’s what else you can do with Loft Advisors: Keep your transactions organized by allowing you to add tags, notes and photos of receipts and checks. Set up alerts so you know when your balance drops below a certain amount Make payments, whether you’re paying a company or a friend Transfer money between your accounts Deposit checks in a snap by taking a picture of the front and back Reorder your debit card or turn it off if you’ve misplaced it View and save your monthly statements Find branches and ATMs near you Secure your account with a 4-digit passcode and fingerprint or face reader on supported devices. To use the Loft Advisors app, you must be enrolled as a Loft Advisors Internet Banking user. If you currently use our Internet Banking, simply download the app, launch it, and login with the same Internet Banking credentials.