Easy
Open your managed investment account in just minutes.
Practical
Monitor your investment portfolio on demand—or let Truist Invest automatically monitor it for you.
Flexible
You can open your traditional or Roth IRA online with Truist Trade—or work with your advisor to open and manage your retirement account through Truist InvestDisclosure 1.
Service
The Client Advisory Center is a team of highly trained professionals committed to providing thoughtful, well-informed solutions.
Planning
The Client Advisory Center can help you invest by creating goals-based plans and tailored investment solutions.
Transparency
We’re committed to providing full disclosure regarding fees, risks, and outcomes.
Listening
We’re here to have meaningful conversations—not just about money, but also about the things that bring a real sense of purpose to your life.
Guiding
Wherever you are in life, we’re with you—ready to evolve together and inspire you with new ideas to help fulfill your potential.
Empowering
The planning process is designed to take a complex universe of financial choices—and break them down into a few critical actions.
Truist Invest Automated investing + help when you need it
A digital managed account with unlimited access to a team of financial advisors.
Truist Trade Self-directed trading
A self-directed account with independence and control, for existing Truist Financial Corporation clients.
| Truist Invest | Truist Trade | |
|---|---|---|
| Account minimum |
$5,000 |
$1,000 |
| Annual fee |
0.85% |
$60 |
| Commission fees |
$0 |
$0 (or $0.03 per share of Common Stock and ETFs if the lot size exceeds 1,000 shares) |
| Monitor your investment portfolio on demand |  Yes, with Truist Pro, you can monitor and change your investments on demand |
Yes, with Truist Trade, you can monitor and change your investments on demand |
| Access to product support and service specialists | Yes, Truist Pro has access to product support and service specialists |
Yes, Truist Trade has access to product support and service specialists |
| Unlimited access to financial advisors | Yes, Invest Pro has Unlimited access to register financial advisors. |
No, Truist Trade does not have unlimited access to financial advisors. |
Where am I today?
Talk with our team of highly trained professionals to assess your current financial situation.
Where do I want to go?
Our advisors will walk you through your options to start you on the right path—with full transparency regarding fees, risks, and outcomes.
Am I on target to reach my goals?
We’re dedicated to helping you avoid costly mistakes and keeping you focused on your goals—even during market turbulence.
Investing for beginners
Investing for beginners starts with understanding fundamental investing terms and acronyms—and how they can apply to your financial life.
A simple guide to investing
Investing can help you reach your goals, improve your well-being, and focus more of your time and energy on what really matters to you.
6 “obstacles” that shouldn’t keep you from investing
What does it take to become an investor? Start by saying goodbye to these common misconceptions.