Ally Invest Robo Portfolios

Plans and prices

Every plan, in full

On the record

Account types

Available account types include individual, joint, custodial, Traditional IRA, Roth IRA, and Rollover IRA.ally.com · read 14 Nov 2026

Automatic rebalancing

The service reviews and rebalances portfolios automatically as needed at no extra fee.ally.com · read 14 Nov 2026

Cash interest

The page states that cash holdings earn 3.20% annual interest, credited monthly; the rate is variable.ally.com · read 14 Nov 2026

Custody and regulation

Ally Invest Advisors is an SEC-registered investment adviser; Ally Invest Securities and Apex Clearing are FINRA and SIPC members.ally.com · read 14 Nov 2026

ETF expense limits

The page warns that expense ratios for Socially Responsible portfolio ETFs can be up to double those of other portfolio fund options.ally.com · read 14 Nov 2026

Investments

Portfolios use diversified exchange-traded funds (ETFs).ally.com · read 14 Nov 2026

Minimum

Robo Portfolios require a $100 initial minimum investment.ally.com · read 14 Nov 2026

Portfolio types

Customers can choose Core, Income, Tax Optimized, or Socially Responsible portfolios.ally.com · read 14 Nov 2026

Service

The robo-advisor uses human-designed portfolios and algorithms to automatically track and manage investments.ally.com · read 14 Nov 2026

Support

Ally Invest offers phone, chat, and email support and access to a portfolio specialist.ally.com · read 14 Nov 2026

Trade control

Customers cannot place trades in the robo portfolio; trades are made at Ally Invest Advisors' discretion.ally.com · read 14 Nov 2026

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