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 authorized QuoteLink open Ally example spreadsheet