Wealth online & mobile banking

Crystal clear—created with care. Meet the app.

Get lightning-fast access to your accounts and bright insights into your spending with our mobile app.

Get lightning-fast access to your accounts and bright insights into your spending with our mobile app.

Truist mobile app

QR Code to open Apple or Google play app.

Scan this code with your phone’s camera to download Truist Mobile.

Premium Wealth services

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

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

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

View and interact with your investment account details, including brokerage and trust accounts.

Enjoy more online banking & investing benefits

Ever-enhanced security

Your money is a top priority—and we’re always strengthening our security to stay ahead of potential threats.

Easy money movement

Seamlessly pay, transfer, and deposit when it’s most convenient for you.

Access you can count on

Your account goes with you as you go about your daily routine. And help is readily available.

Financial empowerment

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

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 paperless helps protect you from mail theft—it’s a win-win.

Send money with Zelle®

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

Mobile Check Deposit

Skip the trip to the bank and deposit checks from almost anywhere using your phone or tablet. Deposits made by 9 pm ET are usually available on the next business day.


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.

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


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

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

Take greater control of your retirement savings with self-directed online trading through Truist Trade. Get in-depth market insights and an all-in-one look at your Truist accounts.

Automated investing + help when you need it

Truist Invest is a powerful automated investing platform—driven by technology and backed by human advice you can trust.

Work with an advisor

Starting at $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.