Once you open an Ally Invest account, you won’t be able to add a joint account partner; however, you can apply for a joint account online. Once we approve the joint account, send us a Journal Form requesting that we move your assets to the new joint account. Due to a partial loss of ownership, you’ll need to submit the Journal Form by mail as a notarized original. Fax: 1-866-699-0563 Mail:
Ally Invest
P.O. Box 30248
Charlotte, NC 28230
If you previously consented to receive information electronically through Ally's online application process, you’ll be able to sign Ally Invest documents electronically through our website. If you didn't consent to receive information electronically, or you have withdrawn your consent, you won't be able to sign documents electronically and you won't be able to access your account online. For most documents that aren't available online, you'll need to provide a pen-and-ink signature, often in the presence of a notary.
All documents are available online. Log in, select Profile and Settings, then choose Statements and Tax Forms. Confirms, statements and tax documents are available online for 13 months. You can request a copy of older statements or trade confirmations by mail or email. There is a $4.00 charge for each monthly statement requested, and a $2.00 charge for each trade confirmation requested. You can log in to chat or call us at 1-855-880-2559 to make statement and trade confirmation requests. We’ll need you to specify the month and year for any monthly statement you request, and the ticker symbol and date for any trade confirmation you request.
To update your contact information online, log in, and go to Profile and Settings. To update your contact information in the Ally Mobile app, log in and select Profile. Then, go to View and edit contact information and select Edit.
For individual or joint accounts:
To change or add a beneficiary to a non-IRA Ally Invest account, complete the Beneficiary Form (PDF), have it notarized, and mail it to:
Ally Invest
PO Box 30248
Charlotte, NC 28230 For IRA accounts: While opening an Ally Invest IRA account online, you'll be asked to identify at least one primary beneficiary for your account. To update or change your beneficiary, complete the IRA Beneficiary Designation (PDF). Be sure to sign it, then upload it in the forms section after logging in to your account, or fax it to 1-866-699-0563.
We recommend combining multiple documents into one file (if the combined file size is no larger than 2 MB) so we can process your documents faster
To find out why we restricted your account, call us at 1-855-880-2559 or log in to chat. We'll send you an email confirmation once we lift the restriction, and you should be able to access your account within 1 hour of the email notification.
Anything sent by mail is taking longer to process right now. It's faster to upload documents and deposit checks online. If you have an Ally Bank account, you can deposit checks of $50k or less using Ally eCheck Deposit(sm), then transfer that money to your invest account. For the best experience, deposit your check through the Ally Mobile app.
To update your address online, log in, then select Profile and Settings. From that menu, choose Profile and Settings, then Personal Information. To update your address in the Ally Mobile app, log in and select Profile. Then go to View and edit contact information and select Edit. To change the address associated with your trust, custodial, or other fiduciary account, you'll need to complete the Change of Address Form (PDF) and send it to us via the Secure Message Center or call us at 1-877-247-2559. You can also print the Change of Address Form and return it to us using the applicable fax number or address below. For Ally Bank Accounts:
Fax: 1-866-699-2969
Mail: Ally Bank
PO Box 951
Horsham, PA 19044 For Ally Invest Accounts:
Fax: 1-866-699-0563
Mail: Ally Invest
PO Box 30248
Charlotte, NC 28230
Digitally:
To digitally send us a paper form or document, make sure it’s completed, then create a digital version of it by either taking a digital photo or using a scanner. Then, save it to your computer. Send us your home loan-related documents by logging in, selecting your mortgage account from your Snapshot, then Account Management, then Messages, then Compose. Attach your documents by selecting Add Attachment. For all other accounts, select Profile and Settings, then Secure Messages from the menu, then the account type your message pertains to. Select New Secure Message, then Attach a file to attach your documents. By mail: We have different mailing addresses for our different account types, and for the type of mail you’re sending us. Go to our Contact Us page to find the one you need, and make sure your mail gets into the right hands. Don’t forget: In addition to your documents, be sure to include any information we might need to help you with your request, such as a brief letter explaining your reason for mailing us, dispute or ticket numbers, or any other relevant info.
A FEW THINGS YOU SHOULD KNOW
Ally Financial Inc. (NYSE: ALLY) is a leading digital financial services company, NMLS ID 3015 . Ally Bank, the company's direct banking subsidiary, offers an array of deposit and mortgage products and services. Ally Bank is a Member FDIC and Equal Housing Lender , NMLS ID 181005 . Credit products and any applicable Mortgage credit and collateral are subject to approval and additional terms and conditions apply. Programs, rates and terms and conditions are subject to change at any time without notice.
Ally Servicing LLC, NMLS ID 212403 is an affiliate of Ally Financial Inc.
Options involve risk and are not suitable for all investors. Review the Characteristics and Risks of Standardized Options brochure before you begin trading options. Options investors may lose the entire amount of their investment or more in a relatively short period of time.
Trading on margin involves risk. You can lose more funds than you deposit in a margin account. Please review Margin Account Agreement and Disclosure for more information regarding margin trading.
Securities products and services are offered through Ally Invest Securities LLC, member FINRA / SIPC . For background on Ally Invest Securities go to FINRA’s BrokerCheck . Advisory services offered through Ally Invest Advisors Inc., a registered investment adviser. View Invest Disclosures . Ally Invest Advisors and Ally Invest Securities are wholly owned subsidiaries of Ally Financial Inc. Securities products are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE.
Before you invest, you should carefully review and consider the investment objectives, risks, charges, and expenses of any mutual fund or exchange-traded fund (ETF) you are considering. ETF trading prices may not necessarily reflect the net asset value of the underlying securities. A mutual fund/ETF prospectus contains this and other information and can be obtained by emailing support@invest.ally.com .
Ladder Insurance Services, LLC (CA license # OK22568; AR license # 3000140372) offers term life insurance products issued by multiple insurers. For details go to ladderlife.com . All insurance product terms are set and governed by the individual insurance policy. Each insurer has financial responsibility for its own products.
Ally credit cards are issued by Ally Bank, Member FDIC. Mastercard and the circles design are registered trademarks, and Mastercard ID Theft Protection is a trademark, of Mastercard International Incorporated. ©2024 Mastercard. All rights reserved. Certain terms, conditions, and exclusions apply. Cardholders need to register for this service. This service is provided by Iris® Powered by Generali.
FICO® is a registered trademark of the Fair Isaac Corporation in the United States and other countries.
Ally and Do It Right are registered service marks of Ally Financial Inc.
App Store is a service mark of Apple Inc. Google Play is a trademark of Google Inc.
Zelle and the Zelle related marks are wholly owned by Early Warning Services, LLC and are used herein under license.
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