# Client Access vs Loft Advisors

The clearest difference is rating: Loft Advisors at 4.9 against Client Access's 4.0. Client Access's advantage is monetization model (free vs ad-supported) and iOS requirement (15.0 vs 18.4). On price, ratings volume, update cadence and ads there is nothing between them.

Both are free to download. Neither carries in-app purchases, so what you see is what you pay.

Loft Advisors holds the better App Store score, 4.9 against 4.0. Both are backed by a comparable volume of ratings — 155 and 254 respectively.

Client Access ships an update every 5 weeks, Loft Advisors monthly. The most recent releases landed on September 18, 2026 and September 26, 2026 respectively.

## The numbers

| Metric | Client Access | Loft Advisors |
| --- | --- | --- |
| Price | Free | Free |
| Rating | [4.0 (155 ratings)](https://appshunter.io/ios/app/client-access/id583365721/reviews) | **[4.9 (254 ratings)](https://appshunter.io/ios/app/loft-advisors/id1465793218/reviews)** |
| Number of ratings | 155 | **254** |
| Positive reviews | 28.0% of reviews | — |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | Every 5 weeks | **Monthly** |
| Monetization | **Free** | Ad-supported |
| Size | 74 MB | 177 MB |
| Requires iOS | **15.0** | 18.4 |
| Devices | **iPhone, iPad, iPod** | iPhone, iPad |
| Age rating | 4+ | 12+ |
| Developer | [Raymond James Financial](https://appshunter.io/developer/536927242) | [First Dakota National Bank Inc](https://appshunter.io/developer/635930852) |

## What reviewers say

### Client Access

[App page](https://appshunter.io/ios/app/client-access/id583365721)

Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.

**Highlights:** View account balances and investment values, Transfer funds and deposit checks, Access market information, Store financial documents securely, Analyze asset allocation, Contact financial advisor

**Features:** macOS Compatibility, Vision Pro support

**In-app purchases:** none

**What reviewers like**

- 👍 Easy to use interface
- 🚀 Fast performance and quick access to information
- 📊 Comprehensive account and portfolio information
- 🔒 Secure authentication options (Face ID, Touch ID)
- 📱 Mobile check deposit feature works well

**What reviewers complain about**

- 🐛 Persistent login issues and authentication failures
- 🐛 App crashes and freezes frequently
- 📉 Lacks data visualization and charting capabilities
- 📊 Missing critical portfolio information and metrics
- 🔍 Poor search functionality (app not discoverable by bank name)

**Reported bugs**

- Login button greyed out or unresponsive
- Verification codes delayed or stuck in system
- App displays white screen on launch
- Password authentication fails despite correct credentials
- Face ID and Touch ID functionality broken

**Requested features**

- Add graphing and charting capabilities for portfolio performance
- Enable historical data viewing and trend analysis over time
- Implement frozen headers when scrolling through portfolio data
- Add ability to trade mutual funds and stocks
- Display daily change and month-to-date change in account overview


### Loft Advisors

[App page](https://appshunter.io/ios/app/loft-advisors/id1465793218)

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.

**Highlights:** Aggregate all financial accounts, Organize transactions with tags and notes, Set balance alerts, Make payments and transfer money, Mobile check deposit, Debit card management, View monthly statements

**Features:** Apple Wallet

**In-app purchases:** none


## Frequently asked questions

### Is Client Access free?

Client Access is free to download, with no in-app purchases.

### Is Loft Advisors free?

Loft Advisors is free to download, with no in-app purchases.

### Which has better reviews, Client Access or Loft Advisors?

Loft Advisors is rated higher. Client Access averages 4.0 out of 5 from 155 ratings, while Loft Advisors averages 4.9 from 254 ratings.

### Do Client Access or Loft Advisors have ads?

Neither Client Access nor Loft Advisors shows ads.

### Which is updated more often, Client Access or Loft Advisors?

Client Access ships an update every 5 weeks, and Loft Advisors monthly. Most recently, Client Access was updated on September 18, 2026 and Loft Advisors on September 26, 2026.

---

*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*