TRUSTtrak vs Loft Advisors

Always on the go with little time to check your investment accounts? Curious how your account is performing against the market? The TRUSTtrak app lets you quickly view your portfolio balances without interrupting your daily life. With stunning visuals and account breakdowns you are easily able to gauge your path to wealth on the iPhone or iPad. The TRUSTtrak app puts your investment information at your fingertips with tools such as: - Account Summary Easily view the most recent summary for your accounts with allocations. - Dashboards Scroll through various dashboards with account breakdowns and visual graphs of your accounts. - Performance Track how your account is performing compared to the market.

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.