Estate planning at Ally Invest
How to protect 15 Ally Invest accounts — fund a trust by mail, and file death claims
Phone1-855-880-2559
Mailing Address
Ally Invest Securities, PO Box 30248, Charlotte, NC 28230
Ally Bank (Deposit Accounts)
International Callers
Phone1-855-880-2559
Fax1-866-699-0563
Mailing Address
Ally Invest Securities, PO Box 30248, Charlotte, NC 28230
WebsiteLearn more →
Phone1-855-880-2559
Fax1-866-699-2959
Mailing Address
Ally Invest Securities, PO Box 30248, Charlotte, NC 28230
WebsiteNotify online →
Verified Feb 2026
Ally Invest offers 15 consumer investment accounts that interact with estate planning in distinct ways. Of those, 12 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Beneficiary designations at Ally Invest can be managed by mail, typically taking 15-20 minutes. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.
Ally Invest provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to fund a trust by mail, and review 15 account types at Ally Invest.
View details →When someone dies
Death claim process
8-step process, 6 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact Ally Invest's estate services team at 1-855-880-2559.
Frequently asked questions
Download the Non-IRA Beneficiary Designation form from Ally's website, complete it with beneficiary information (up to 6 beneficiaries), and submit by uploading at secure.ally.com, faxing to 1-866-699-0563, or mailing to Ally Invest. Online self-service beneficiary management is not available for Ally Invest accounts.
Download the IRA Beneficiary Designation form from Ally's website and submit it via upload at secure.ally.com, fax to 1-866-699-0563, or mail. You can designate up to 6 beneficiaries. In community property states, notarized spousal consent is required when naming a non-spouse as primary beneficiary.
Trust brokerage accounts are only available through the Personal Advice tier, which requires $100,000 minimum in assets under care. Standard Self-Directed Trading and Robo Portfolio accounts cannot directly open trust accounts. Contact Ally Invest at 1-855-880-2559 to discuss trust account options.
Yes, but you must call 1-877-247-2559 to designate a trust as an IRA beneficiary. The standard paper form is used for individual beneficiaries; trusts, charities, and minors require phone guidance. Provide the trust name, names of all trustees, and date the trust was established.
Ally Bank (savings, checking, CDs) and Ally Invest (brokerage, IRA) are separate systems with different phone numbers, mailing addresses, and procedures. Trust and beneficiary processes differ significantly between the two. Ally Bank: 1-877-247-2559. Ally Invest: 1-855-880-2559. You must contact each separately to settle an estate.
Self-Directed Trading offers Individual, Joint, Custodial, Traditional IRA, Roth IRA, Rollover IRA, and Coverdell accounts (no minimum for cash accounts). Robo Portfolios offers Individual, Joint, Custodial, and IRA accounts ($100 minimum). Personal Advice offers the broadest selection including Trust accounts ($100,000 minimum).
No. Ally Invest requires paper forms for all beneficiary designations and changes. You can submit forms by uploading at secure.ally.com (PDF, GIF, JPG, TIFF, PNG; 2MB max), faxing to 1-866-699-0563, or mailing to Ally Invest, PO Box 30248, Charlotte, NC 28230. Ally Bank deposit accounts do allow online beneficiary management.
Phone1-855-880-2559
Mailing Address
Ally Invest Securities, PO Box 30248, Charlotte, NC 28230
Ally Bank (Deposit Accounts)
International Callers
Phone1-855-880-2559
Fax1-866-699-0563
Mailing Address
Ally Invest Securities, PO Box 30248, Charlotte, NC 28230
WebsiteLearn more →
Phone1-855-880-2559
Fax1-866-699-2959
Mailing Address
Ally Invest Securities, PO Box 30248, Charlotte, NC 28230
WebsiteNotify online →
Verified Feb 2026
Estate planning resources for Ally Invest customers
Tools and documents to help protect your Ally Invest accounts.
Do I Need a Revocable Trust?
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