Connect Ally Bank to Silvia

Before You Start

Have your Ally Bank login and access to your usual verification method ready. Check that you can sign in directly with your institution before starting.

• Choose Ally Bank for this banking connection. Check the listing carefully if you also use other Ally products, and review which accounts the connection offers.
• Have your Ally username and password ready, even if you usually open the Ally app with a fingerprint or Face ID. Keep your verification phone available.

Connect Your Account

1. Open Your Portfolio in Silvia

   Sign in and open Assets & Liabilities (or My Portfolio). Select Banks & Brokerages under Add an Asset. If your page has an Add button, choose Add asset first. On mobile, the + button opens the add options.

2. Find the Right Ally Bank Listing

   Search for Ally Bank in the Add Account window. Choose the listing that matches your institution and account type. Banking, credit card, brokerage, and workplace accounts may use different listings.

3. Follow the Connection Prompts

   Silvia opens the connection provider for the listing you selected. Follow the sign-in instructions and complete any verification requested by Ally Bank. You may be redirected to your institution to authorize access.

4. Review Access & Select Your Accounts

   Review the requested data access, select the accounts you want to share when prompted, and complete the authorization. Available accounts and data depend on your institution and connection provider.

5. Return to Silvia

   Finish the connection flow and return to your portfolio. Allow time for the initial sync, then check that your selected accounts appear. Balances, holdings, and transactions may arrive at different times where available.

If You Have Trouble Connecting

• If a password manager fills in a login that Ally rejects, confirm the saved username and password are current. Ally’s login help provides recovery options for forgotten credentials or a locked account.
• If a verification code does not arrive, check the phone number in your Ally login security settings. Ally says it does not send security codes to internet-based phone numbers such as Google Voice; contact Ally if you cannot access the registered phone.