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Invest with confidence.
Invest with an ally.

We're glad you're here. This is where you can find all the information you need to make the most out of your account.

Investing is an adventure. Consider this your guidebook.

This is the ultimate resource to make the most out of your account with us. Bookmark it and refer back when you need to. Whether you’ve been trading for years or you’re just getting started, we’re here to help, from funding your account and using our platform to finding educational resources and more.

Let’s get your account funded.

You’re well on your way to an exciting financial future. All that’s left to get started is funding your account. Whether you’re transferring securities from another brokerage or moving money from your current Ally Bank account, it only takes a few simple steps to get started. If you get stuck, here’s our  transfer guide .

Fund Account

Transfer timelines

Here’s when you can expect your funds to arrive in your account after you start a transfer.

An online ACAT transfer from another brokerage account to Self-Directed accounts

5-7 business days

From an Ally Bank account to an Ally Invest account

1-2 minutes

From an external bank account to Self-Directed and Robo Portfolio accounts

1-3 business days

Fund Account

Get Financially Fit by Setting Up Recurring Transfers

Build your wealth over time by setting up a recurring transfer at a pace you’re comfortable with. Whether it’s $10 a month or $100 a week, recurring transfers can have a huge impact on your financial future, simply by putting your money to work before you have a chance to spend it. 

Set Up Recurring Transfers

Our platforms are powerful. Here's how to use them.

Self-directed trading.

For the hands-on investor where you can make all your own trading decisions. 


We’ve got a lot on our platform. Start with these easy guides to find your way around in no time. 

How to Create a Watchlist


  1. Log in and select More.

  2. Choose Watchlist, then select Create New Watchlist.


  1. Log in and navigate to your dashboard. Locate the Watchlist widget.

  2. Select the dropdown menu and choose Create New Watchlist.

(Note: You can rearrange the widgets on your dashboard by selecting and dragging the three dots on top.) 

How to Make a Trade


  1. Log in and navigate to your Ally Invest account.

  2. Select Trade on the bottom left, then Choose Symbol.

  3. Enter the ticker symbol you want to trade, and select Preview Order.

  4. Review your order and choose Place Order.


  1. Log in and find your Ally Invest account on your Snapshot. 

  2. Choose Quick Trade.

  3. Enter the stock you’re buying or selling and choose Preview Order.

  4. Make sure your order is correct, then select Place Order.

Other Tools

Investing at your fingertips

Visit your favorite app store to download the Ally Mobile App. 

Enroll in Our Securities Income Program.

Once you’re funded, enroll in our Securities Income Program so you may earn extra income with shares you already own. 

Enroll Now

Robo portfolios.

A portfolio made for you, monitored by us. 

Goal Tracker

Our goal tracker tool helps you see where you are on your investing journey, how far you’ve come, and where you’re headed.

Track Goals

Update Your Goals Anytime

Priorities change. We get that. So, we built the option to adjust what you’re investing for whenever you want.

Make Adjustments

Your Portfolio Fits in Your Pocket

Visit your favorite app store to download the Ally Mobile App. 

Investing in your education yields the best returns.

Learning is rewarding. That’s why we have a team that’s passionate about bringing you their expert insights so you can make informed and intelligent investing decisions. Forward thinkers like our Chief Markets & Money Strategist, Lindsey Bell, and Senior Options Analyst, Brian Overby lead the team. They each bring their unique perspectives and share the same goal – to give you the knowledge you need to make better investing decisions. 

Meet the team.

Lindsey Bell

Lindsey holds a passion for teaching individuals how to become successful long-term investors. She’s a contributor at CNBC, and frequently shares her insights with various publications including the Wall Street Journal, Barron’s, MarketWatch, Business Insider, etc. She also serves on the board of Better Investing, a non-profit organization focused on investment education.

Brian Overby

As senior options analyst for Ally Invest, Brian Overby is a widely sought-after resource for his option trading knowledge and market insights. He has contributed to numerous articles for the Wall Street Journal, Reuters, and Bloomberg, and has had frequent appearances on CNBC Fast Money and Fox Business News. A veteran of the financial industry since 1992, Brian continually seeks to improve the understanding of the retail investor.

Stock Play of the Day

Our Senior Option Analyst, Brian Overby, hosts a show every Tuesday at 12 pm ET where he gives real-time analysis on stock moves and the broader market at large.

Market Intel by Lindsey Bell

Receive analysis and insights from our Chief Markets & Money Strategist, Lindsey Bell. You’ll get updates every week on what’s happening in the stock market and her best tips on making good investing decisions.

Do It Right Community

From what’s next in fintech to how to become a better investor, we’re dedicated to covering the most current topics in the world of investing so you can invest with confidence. Browse our conference video archive  for ideas, education, and inspiration from industry-leading thought leaders.

The Rookie’s Course on Option Trading

Our Senior Options Analyst, Brian Overby, gave an introduction course to all things options. Learn the fundamentals today so you can build your own playbook later.

Take the Course

Securities products and services are offered through Ally Invest Securities LLC, member FINRA / SIPC . You can find background on Ally Invest Securities at FINRA’s BrokerCheck . View Securities Disclosures . Advisory services are offered through Ally Invest Advisors Inc., a registered investment adviser. View Advisory Disclosures . Ally Invest Advisors and Ally Invest Securities are wholly owned subsidiaries of Ally Invest Group Inc. Ally Bank and Ally Invest Group are wholly owned subsidiaries of Ally Financial Inc. Securities products are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE.

Deposits products are offered by Ally Bank, Member FDIC.

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.

Investors should consider the investment objectives, risks, and charges and expenses of a mutual fund or ETF carefully before investing. A mutual fund/ETF prospectus contains this and other information and can be obtained by emailing .

Ally Invest doesn't charge commissions for stocks and ETFs priced $2 and higher. Stocks priced less than $2 are charged a base commission up to $4.95 plus 1 cent per share on the entire order. Index options carry an additional fee of $0.35 per contract.  See our Commissions and Fees page for more information.

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