Our investing services

Investing to fit your personal style

Choose from a wide range of investing services, including self-directed online trading and access to a team of advisors—including one-on-one advising.

Self-directed investing with Truist Trade

$1,000 minimum account funding

A self-directed account with independence and control, for existing Truist Financial Corporation clients.

Dig deeper
Interactive

Provides hands-on, real-time equity trading.
Comprehensive

In-depth market insights, built-in stock screening, and an all-in-one look at your portfolio.
Flexible

Open a brokerage or retirement account online with Truist TradeDisclosure 1 .
Team of advisors via the Client Advisory Center $5,000 - $250,000 to invest

We wake up every day with the mission of trying to help people answer these three questions. Looking for quick and easy access to a team of advisors? Our Client Advisory Center professionals are as close as your phone.

Call 844-206-8900, Option 1
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 informed path—with full transparency regarding fees, risks, and potential 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.

Work with a dedicated financial advisor $250,000+ to invest

Let's talk about building your financial future together. From tax considerations to strategic use of credit and beyond, your team provides effective, reliable oversight through changing times.

  • One-on-one guidance from a Truist Investment Services, Inc., financial advisor
  • An investment plan designed just for you
  • Regular reviews to track progress toward your goals
Find an advisor

Become a more informed investor

Investing for beginners

Investing for beginners starts with understanding fundamental investing terms and acronyms and how they can apply to your financial life.

Learn lingo
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.

Read more
Invest smarter: Stay focused in changing markets

Adjust, stay disciplined, and make decisions based on where you are today.

Read more

Important disclosures

Important disclosures for Truist Investment Services, Inc. can be found here.

Important disclosures for Truist Advisory Services, Inc. can be found here.

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Disclosure 1 When it comes to rolling over savings from an employer-sponsored plan you have options. You can roll it over to an IRA. You could leave it with the employer plan or you could cash out. Before transferring your retirement assets to a Truist Investment Services, Inc. IRA rollover be sure to consider investment options and services, fees and expenses, withdrawal options, required minimum distributions, and tax treatment of each option and how they align with your financial needs and retirement plans.

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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