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Ally Invest promotional offers for opening a new brokerage or an IRA account. Promotion codes, incentives, free trades bonus, special offers for accounts transfers.

  • Stocks & ETFs: $4.95
  • Options: $4.95 + $0.65 per contract or $3.95 + $0.50 per contract for high net worth or active traders
  • Mutual Funds: $9.95

Ally Invest Promotion Offer For Account Transfer

Switch to Ally Invest and get up to $150 in transfer fees reimbursed.

Minimum deposit to qualify for the offer: $2,500.

Ally Invest will credit your account transfer fees up to $150 charged by another brokerage firm when completing an account transfer for $2,500 or more. Credit will be deposited to your account within 30 days of receipt of evidence of charge. Ally Invest reserves the right at our sole discretion to modify or terminate this offer without prior notice. Pulling off the switch is easy. Here's how: Open a New Account or if you already have an account, log in. Complete and print an Account Transfer Form. Mail or fax the signed Account Transfer Form to Ally Invest along with a copy of your most recent statement from your previous broker. Request your account transfer reimbursement by faxing your transfer reimbursement form, along with proof of transfer charge, to 866.699.0563. This offer cannot be combined with any other reimbursement offers including our offer to credit fees for initial funding by wire or overnight mail. This offer does not apply to Termination Fees or Maintenance Fees. Customers should consider the differences in services and transfer fees before switching their brokerage accounts.


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