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 If you didn't consent to receive information electronically, or you have withdrawn your consent, you won't be able to sign documents electronically and you won't be able to access your account online.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.
After logging in, find all the forms you need by selecting Profile and Settings, choosing forms, then either Bank, or Invest.
Some forms can be filled out online, while others will need to be printed, completed, and sent back to us using the instructions found on the form.
To upload a printed form and send back to Ally through secure email, take a digital photo of your completed document, or, use a scanner to create a digital file, and save it to your computer. Then, follow the steps on the form.
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.
Log in and go to investment accounts, then Document Upload.
Keep in mind:
Your document must be either a pdf .gif .jpg .tiff or .png
We can't accept password protected documents
You can upload up to 15 documents at a time
Maximum file size is 2 MB per file
You can't upload documents from a mobile device
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