Is there an account minimum?

You don't need to deposit any money to open an account, but you'll need at least $2,500 to start investing in an Ally Invest Managed Portfolio.There is no minimum balance requirement for a self-directed account.

What type of account can I open for my managed portfolio?

Ally Invest offers a variety of account types, including the following types of IRAs: Individual. Joint. Traditional. Roth. Rollover. Custodial.

Are there special requirements for foreign citizens?

Most foreign citizens with a valid Social Security number and legally residing in the United States full time may open an Ally Invest account. We can't open accounts for citizens of certain restricted countries.All customers, including United States citizens, must be living in the United States to open an Ally Invest account, but we make exceptions for active military personnel stationed abroad.

Where is my money held?

Accounts managed by Ally Invest Managed Portfolios are offered through our affiliate broker dealer, Ally Invest Securities, LLC.Ally Invest Securities, LLC, clears and settles trades through Apex Clearing, Inc., an unaffiliated clearing company. Both Ally Invest Securities and Apex Clearing are members of FINRA and SIPC.

How are my accounts protected?

Ally Invest Securities, LLC, is a member of the Securities Investor Protection Corporation (SIPC), which provides protection for accounts up to $500,000 (including $250,000 for claims of cash) per client as defined by SIPC rules. Visit http://www.sipc.org/for-investors/what-sipc-protects for more information or call 1-202-371-8300.Our clearing firm, Apex Clearing, has also purchased an additional insurance policy through a group of London Underwriters (with Lloyd's of London Syndicates as the Lead Underwriter) to supplement SIPC protection. This additional insurance policy becomes available to customers in the event that SIPC limits are exhausted and provides protection for securities and cash up to an aggregate of $150 million. This insurance is provided to pay amounts in addition to those returned in a SIPC liquidation proceeding. This additional insurance policy is limited to a combined return to any customer from a Trustee, SIPC and London Underwriters of $37.5 million, including cash of up to $900,000. Like SIPC protection, this additional insurance does not protect against a loss in the market value of securities.

Ally Invest Managed Portfolios

Automated investing, professionally managed

Start investing with ^$2,500

Create My Plan

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A portfolio made for you.

Professionally managed by us.

We’ll take care of an important part of your financial picture so you don’t have to. When you work with us, you’ll get a tailored investment approach carefully monitored by a team of specialists – all for a low, affordable fee that never changes.

Low Advisory Fee.

With our affordable, straightforward pricing, you can invest in your future while keeping costs low. Our advisory fees are among the most competitive and there’s no extra charge if we need to rebalance your portfolio. Estimate Your Monthly Fee
24/7 support.

When it comes to your investments, we know you want answers fast. If you have a question about your account you can call or chat with us and one of our knowledgeable specialists will help get you back on track.
Intelligent tools.

Our award-winning experience puts everything you need at your fingertips. You can check in on your portfolio any time to see how your money is performing or track your goals.

How It Works

Pick an approach. We’ll take it from there.

We evaluate thousands of low-cost exchange-traded funds (ETFs) with attributes like stocks, bonds and cash to help effectively diversify your money. You can access your portfolio online to make changes or deposit money, and we’ll review your account regularly to make sure your plan stays on track.

Learn About ETFs

Create a Plan

Tell us about your financial goals and we’ll recommend an investment portfolio featuring a diverse mix of ETFs aligned to your goals.

Customize Your Portfolio

Move forward with our recommendation or make changes until you find the balance of risk and return you’re comfortable with. Then, open an account with just $2,500.

Track Your Progress

We’ll monitor your portfolio and rebalance your asset allocation, as needed, so it stays true to your investment profile. Check in on it any time to see how your money is performing.

Tell us about your goals.

We’ll recommend a personalized portfolio.

I'm years old, and I want to

I'm investing for the term, and my risk tolerance is

I have liquid assets of $ and plan to start investing with

$ .

Affordable, Straightforward Pricing

Our advisory fees are a fraction of most traditional advisors’ and there are no rebalancing fees.

Annual Advisory Fee

0.30%

The industry average annual advisory fee is 1.02%

Estimate Your Monthly Fee

Account Balance

$50,000

$12.50

Per Month

Questions? We're here to help – 24/7.

Call us at 1-855-880-2559.

FAQs

We have answers

You don't need to deposit any money to open an account, but you'll need at least $2,500 to start investing in an Ally Invest Managed Portfolio.

There is no minimum balance requirement for a self-directed account.
Was this helpful?
Ally Invest offers a variety of account types, including the following types of IRAs:
- Individual
- Joint
- Traditional
- Roth
- Rollover
- Custodial
Was this helpful?
Most foreign citizens with a valid Social Security number and legally residing in the United States full time may open an Ally Invest account. We can’t open accounts for citizens of certain restricted countries.

All customers, including United States citizens, must be living in the United States to open an Ally Invest account, but we make exceptions for active military personnel stationed abroad.
Was this helpful?
Accounts managed by Ally Invest Managed Portfolios are offered through our affiliate broker dealer, Ally Invest Securities, LLC.

Ally Invest Securities, LLC, clears and settles trades through Apex Clearing, Inc., an unaffiliated clearing company. Both Ally Invest Securities and Apex Clearing are members of FINRA and SIPC.
Was this helpful?
Ally Invest Securities, LLC, is a member of the Securities Investor Protection Corporation (SIPC), which provides protection for accounts up to $500,000 (including $250,000 for claims of cash) per client as defined by SIPC rules. Visit http://www.sipc.org/for-investors/what-sipc-protects for more information or call 1-202-371-8300.

Our clearing firm, Apex Clearing, has also purchased an additional insurance policy through a group of London Underwriters (with Lloyd's of London Syndicates as the Lead Underwriter) to supplement SIPC protection. This additional insurance policy becomes available to customers in the event that SIPC limits are exhausted and provides protection for securities and cash up to an aggregate of $150 million. This insurance is provided to pay amounts in addition to those returned in a SIPC liquidation proceeding. This additional insurance policy is limited to a combined return to any customer from a Trustee, SIPC and London Underwriters of $37.5 million, including cash of up to $900,000. Like SIPC protection, this additional insurance does not protect against a loss in the market value of securities.
Was this helpful?

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