Wealth online & mobile banking

Wealth management that’s as mobile as you are

See your entire financial picture. Easily view and interact with your Truist investment accounts when you use our online banking.

Enroll now

Premium Wealth services

Truist Wealth clients enjoy quick access to our premium services from virtually any device.

See your Investment Portfolio accounts at a glance or dive into the details. Explore account history, transactions, market research, and more—in one optimized mobile experience.

Access your account’s statement and tax documents, including the ability to securely store and share documents with your Truist team.Disclosure 4

We’ve enhanced our transfer operations to provide faster transfers between your Truist deposit and brokerage accounts.

Enjoy more online banking & investing benefits

Ever-enhanced security

Your security is a top priority—and we’re always working to strengthen our protection against potential threats.

Easy money movement

Seamlessly pay, transfer,Disclosure 1 and deposit checksDisclosure 2 when it’s most convenient for you.

Access you can count on

Your account goes with you as you go about your day—and help is readily available.

Financial empowerment

Gain access to tools, knowledge, and insights that help you see your finances in new ways.

Join nearly 5 million clients using our mobile app.Disclosure 3

Get fast access to your accounts and insights into your spending with the Truist mobile app.

Get fast access to your accounts and insights into your spending with the Truist mobile app.

Truist mobile app

QR Code to open Apple or Google play app.

Scan this code with your phone’s camera to download our app.

Multiple payment options

Bill pay and eBills

View, manage, and pay bills securely in one place, with one simple sign-in. With bill pay and eBills, you can view electronic versions of paper bills, track due dates, set up email reminders, and choose your payment frequency. And going paperlessDisclosure 4 helps protect you from mail theft—it’s a win-win.

Send money with Zelle®Disclosure 5

Get money payments sent directly to your checking or savings account from trusted friends and family—without sharing your account number. All you need is a Truist checking or savings account and a U.S. mobile number or email.

Wealthscape

Wealthscape Investor provides an alternative option to view investment accounts if they’re ineligible to be viewed in Online Banking. These usually include business-only investment relationships and third-party users.

Sign in to access Wealthscape.

Questions? Contact your financial advisor or call 888-228-6654.

PortfolioView

PortfolioView is a secure portfolio management tool and financial dashboard for Truist clients.

Sign in to access PortfolioView.

Account management

Easily navigate and organize your investment, trust, or custody accounts.

Financial assessment

You can monitor and analyze asset information, bond maturity schedules, and historical market values.

Online monitoring

Monitor up to 18 months of statements and transaction information from your laptop or desktop.

Additional recommendations

Self-directed trading

Minimum of $1,000 to invest

 

Take greater control of your retirement savings and get in-depth market insights with self-directed online trading through Truist Trade.

Team of advisors

$5,000 - $250,000 to invest

 

Reach your financial goals with a disciplined investment plan tailored to your needs by our team of dedicated advisors at the Client Advisory Center.

Work with a dedicated advisor

$250,000+ to invest

 

You’ll get one-on-one guidance from a Truist Investment Services financial advisor focused on helping you grow your retirement savings

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Disclosure 1 Fees may apply to transfers to other U.S. financial institutions. Setup is also required and verification may take 1 – 3 business days. View the Truist Personal Deposit Accounts Fee Schedule for more information. Your mobile carrier’s message and data rates may apply.

Disclosure 2 Mobile deposit is only available through the Truist mobile app. Deposit limits and other restrictions apply. Availability may be affected by your mobile carrier's coverage area.  Your mobile carrier's message and data rates may apply.

Disclosure 3 Availability may be affected by your mobile carrier's coverage area. Your mobile carrier’s message and data rates may apply.

Disclosure 4 The length of time paperless statements are available to view and download varies depending on the product: up to 7 years for deposit and brokerage accounts; up to 2 years for credit cards; up to 24 months for home equity lines of credit, personal loans, and auto loans; and up to 18 months for mortgage and trust accounts. The length of time the specific product statements are available online can be found in Truist Online Banking in “Documents”. Your mobile carrier’s message and data rates may apply.

Disclosure 5 For your protection, Zelle® should only be used to send money to friends, family, and other people or businesses you trust. Payments made with Zelle® are like sending cash and may not be able to be recovered. Enrollment with Zelle® through Truist Online or Mobile banking is required. A U.S. checking or savings account is required to use Zelle®. Transactions typically occur in minutes when the recipient’s email address or U.S. mobile number is already enrolled with Zelle®. To send and receive money with a small business, both parties must be enrolled in Zelle® directly through their financial institution's online or mobile banking experience. For more information, view the Truist Online and Mobile Banking Service Agreement. Availability may be affected by your mobile carrier's coverage area. Your mobile carrier’s message and data rates may apply.

Zelle and the Zelle related marks are wholly owned by Early Warning Services, LLC and are used herein under license.

Disclosures

Truist Bank, Member FDIC. © 2026 Truist Financial Corporation. Truist, the Truist logo, Truist Purple, Truist One, Truist Marquee, LightStream, and the LightStream logo are service marks of Truist Financial Corporation.

Equal Housing Lender

Investment and Insurance Products:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

Marsh & McLennan Agency LLC, Kensington Vanguard National Land Services, Crump Life Insurance Services, Truist Life Insurance Services, and P.J. Robb Variable, LLC are not affiliated with Truist Financial Corporation or any of its subsidiaries.

Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

"Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Please note that Truist provides translations of webpages, documents and disclosures as a courtesy and in the event of any inconsistencies or discrepancies between the English content and the translated content, the English content supersedes the translation. Truist offers phone support in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages, please speak to a representative directly.

New York City residents:

Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

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