Ally Invest

Ally Invest Promotions


Current Ally Invest promotion code/offers: $100 bonus or 500 free trades; $150 in transfer fees reimbursed, plus refer a friend and both receive $50.


2017 best Ally Invest promotions for opening new account for new and existing customers depositing cash into regular brokerage individual/joint account, ROTH IRA, 401K Rollover IRA, or Traditional IRA.



Ally Invest Bonus and Free Trades Promotion




Ally Invest Promotion Details


This Ally Invest promotion offer is valid for single new individual or joint account funded with a minimum of $25,000 within 10 days after account opening. Also required are at least 3 trades within 90 says after account funding or Ally Invest may charge for the cost of the trades credited to the account.

To take advantage of this Ally Invest promotion offer you must click the link above and open new account. Accounts receive cash credit within 10 business days after meeting promotion requirements. This Ally Invest special incentive is NOT valid for any IRA or ERISA qualified accounts. It is open only to United States residents and excludes current and former Ally Invest and TradeKing customers. Ally Invest can modify or discontinue this promo special at any time without notice. Limit is one Ally Invest incentive offer per household.





Ally Invest $150 Promotion Code




Ally Invest Promotion Code Details


Ally Invest will reimburse another firm's transfer fee, up to $150, when a client moves an account worth at least $2,500. There is no promo code required for this offer. This Ally Invest special only refunds transfer fees. It does not cover closeout or termination charges.

It can take up to one month for the refund to appear in the new Ally Invest account. New clients must fill out a transfer reimbursement form and send it to Ally Invest with evidence of the transfer charge. Typically, a statement that shows this fee will work.

This Ally Invest promotion would be a wise choice for investors who aren't happy with their current broker. With a free move, Ally Invest is definitely worth trying.





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Ally Invest Mutual Funds

Ally Invest offers a large number of mutual funds for sale through its site and trading platform. They have thousands of mutual fund products available, and the website contains a Mutual Fund Navigator that gives an investor a screening and evaluation tool to help pick the best funds. There are ranking charts to view funds by sector, market capitalization, geographical region (for international funds), and by Lipper rating. Clients can view funds by either high or low performance, and in different time frames - from one day to three years.

There are pre-defined screens available by fund category including asset allocation, technology, top rated/low expense, high yield, no-load and commodity funds. Clients can also create customized screens based on personal criteria to display a listing of the top funds offered. In addition, an investor can search by fund name or family of funds to see if Ally Invest offers it. The fee for buying mutual fund is $0 for load funds, and $9.95 for no-load funds.


Ally Invest No-load Funds


The easiest way to view top performing no load funds is right on the Mutual Fund Navigator which lists the best funds over selected time frame. With one click of the mouse, a client is given the top 5 choices and can go straight to the fund of interest. If an investor wants to see more choices, the next step is to go to the Screener.

A quick review of the Mutual Fund Screener reveals the ease of locating no load funds offered on the site. There are 1835 no load funds offered in all categories, including equity, mixed equity income and money market The largest category is equity funds with over 1100 on offer. The smallest category, money market funds still displays 95 choices. There is a way to narrow the search by using criteria of fund classification in an easy to use display.

One can drill down further into the listing by selecting top performers, expense ratios, dividend yield and various risk analysis tools. For example, the expense ratio is fairly important for a no load fund, since many funds will make up for the zero load offering by using a large expense ratio. A no load fund with a low expense ratio can look attractive as long as the performance is sound.

Examples of top fund families on offer at Ally Invest in the mixed equity category are the AIM Growth Series, Fidelity Asset Manager, Janus Global Funds and Vanguard STAR funds. A fixed income search for high Lipper ratings reveals a screen that has notations of 1 to 5 in areas of tax efficiency, expense and consistency of return. Leading funds using this criteria include Eaton Vance, AIM, T. Rowe Price and Northern Funds. If an investor knows exactly the type of fund that they want, and have specific criteria in mind, they can select from the screens that fit their preferences for no load funds.


Updated on 9/13/2017.



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