Setup Ally Invest
- using the installer
- install the most recent QuoteLink for Ally invest add-in
- 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