Smart, affordable investing has arrived. A way to help you help you invest for an important future goal, like building your wealth or retirement. Truist Invest—your new investment approach.
Here’s how it works. First, you tell us about you—your goals, your comfort with risk, and whatever other investments you own. Your responses are then analyzed—modeling all types of possible market conditions—to create a custom managed portfolio recommendation.
You can open your account and fund it in minutes—either with cash, or by linking it to an existing account.
Our automated investment technology will then watch over your portfolio continuously—using your personal goals and preferences, along with Truist Advisory Service’s expertise, to monitor and rebalance your investments…keeping you properly diversified and on track towards your goals.
We’ll send you timely market and account updates to keep you informed. And you can add funds, change your investment preferences, or just view your account by logging on to Truist digital banking from your computer or mobile device—anytime, anywhere.
You can even sign up to receive support from our experienced team of advisors—professionals you can call when you need some guidance or support.
A more confident future is within your grasp. Discover how your Truist Invest portfolio can help you reach your greatest potential.
