What to do when a Ally Invest account holder dies
Contact Ally Invest's Ally Invest Estate Services — 6-step process, 6 required documents, and ally contacts within 7 business days of document receipt
Phone1-855-880-2559
Mailing Address
Ally Invest Securities, PO Box 30248, Charlotte, NC 28230
Ally Bank (Deposit Accounts)
International Callers
WebsiteLearn more→
Ally Invest Estate Services
Phone1-855-880-2559
Fax1-866-699-0563
Mailing Address
Ally Invest Securities, PO Box 30248, Charlotte, NC 28230
WebsiteLearn more→
Ally Invest Estate Services
Phone1-855-880-2559
Fax1-866-699-2969
Mailing Address
Ally Invest Securities, PO Box 30248, Charlotte, NC 28230
WebsiteNotify online→
Verified Apr 2026
What happens to Ally Invest investment accounts after the account holder dies depends on how each account was titled. Beneficiary-designated and trust-owned accounts transfer directly. Accounts in the deceased's name alone go through the estate, and the executor or administrator works with Ally Invest's Ally Invest Estate Services (1-855-880-2559) to claim the funds.
Ally Invest provides an online portal for initiating death claims, which can simplify the initial notification and document submission process. Claims can also be started by phone or by mailing the required documents.
Death claim process
Follow these steps to file a death claim with Ally Invest:
Filing a claim
1
Call Ally Invest at 1-855-880-2559 (Monday-Friday, 7am-10pm ET; Saturday, 9:30am-6pm ET) to report the death and initiate the claim
2
Ally Invest death claims cannot be initiated online (unlike Ally Bank)
3
Ally freezes the deceased's accounts to prevent unauthorized transactions
4
Gather required documents based on account type:
- For TOD accounts: beneficiary provides death certificate and ID
- For accounts without TOD: executor provides probate documents (Letters Testamentary/Administration)
5
Submit documents via secure message upload at secure.ally.com, fax to 866-699-2969, or mail to Ally Invest Securities, PO Box 30248, Charlotte, NC 28230
6
Ally contacts you within 7 business days if additional information is needed
Required Documents
- Certified copy of death certificate
- Government-issued ID for beneficiary, executor, or trustee
- Letters Testamentary or Administration (if no TOD designation)
- Small estate affidavit (if applicable under state law)
- Trust documentation (if trust is named as beneficiary)
- IRA Distribution Election form (for IRA accounts)
Ally Invest and Ally Bank are separate systems with different phone numbers and procedures. Ally Invest death claims must be initiated by phone (not online). Ally Bank estate settlement: 1-877-247-2559. For Ally Bank accounts, fax to 866-699-2969 or mail to Ally Bank Deposit Operations, PO Box 951, Horsham, PA 19044.
Processing timelines at Ally Invest: Ally contacts within 7 business days of document receipt. Incomplete documentation is the most common cause of delays—submitting all required documents with the initial claim helps avoid additional processing time.
Documentation required by Ally Invest includes Certified copy of death certificate, Government-issued ID for beneficiary, executor, or trustee, and Letters Testamentary or Administration (if no TOD designation), along with additional paperwork that varies by account type. All death certificates and court documents must be certified copies.
Frequently asked questions
When an account holder dies, a representative of the estate or surviving account holder must notify Ally Invest by calling 1-855-880-2559. Ally Invest freezes the account to prevent unauthorized transactions. For accounts with a Transfer on Death (TOD) designation, the named beneficiaries provide a death certificate and identification to claim the assets. For accounts without a TOD designation, the executor must provide probate documents such as Letters Testamentary or Letters of Administration. Documents can be submitted via secure message upload at secure.ally.com, fax to 866-699-2969, or mail to Ally Invest Securities, PO Box 30248, Charlotte, NC 28230. Ally Invest death claims must be initiated by phone, not online.
Ally Invest accepts forms through three channels. Upload: log in to secure.ally.com, go to Investments, then Forms, and upload your completed form (accepted formats: PDF, GIF, JPG, TIFF, PNG; 2MB max per file). Fax: send to 1-866-699-0563 (general forms) or 1-866-699-2969 (estate/death claim documents). Mail: send to Ally Invest, PO Box 30248, Charlotte, NC 28230. Electronic uploads are processed faster than mailed submissions.
Ally Invest's Ally Invest Estate Services can be reached by phone at 1-855-880-2559 and fax at 1-866-699-2969 for questions throughout the claims process.
When the deceased had multiple Ally Invest investment accounts, some may need separate claims while others can be handled together. The Ally Invest Estate Services can clarify what's needed for each account type.
Phone1-855-880-2559
Mailing Address
Ally Invest Securities, PO Box 30248, Charlotte, NC 28230
Ally Bank (Deposit Accounts)
International Callers
WebsiteLearn more→
Ally Invest Estate Services
Phone1-855-880-2559
Fax1-866-699-0563
Mailing Address
Ally Invest Securities, PO Box 30248, Charlotte, NC 28230
WebsiteLearn more→
Ally Invest Estate Services
Phone1-855-880-2559
Fax1-866-699-2969
Mailing Address
Ally Invest Securities, PO Box 30248, Charlotte, NC 28230
WebsiteNotify online→
Verified Apr 2026
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