Wealth online & mobile banking

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.

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

PortfolioView

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 and get in-depth market insights with self-directed online trading through Truist Trade.

Automated investing + help when you need it

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

Work with an advisor

Starting at $1,000,000 to invest, you’ll get one-on-one guidance from a Truist advisor focused on helping you grow your retirement savings.