Setup Ally Invest

  • using the installer

    • install the most recent QuoteLink forAlly invest
    • install the most recent QuoteLink for Excel

  • find the green qL icon which is on the icon tray at the bottom right of the screen
  • Use the menu 'login Ally'
  • After authenticating push the bottom 'Authorize QuoteLink'
  • once you have already authorized QuoteLink open Ally example spreadsheet