Skip to main content

Smart investing made simple

Investing is all about you. It’s about striving to reach your goals, helping to improve your well-being and planning for your future.

Wherever you’re headed, it all starts with you.

Robo-advisor + help when you need it

Automated investing that gives you control and helps build confidence.

A digital managed account with unlimited access to a team of financial advisors.1

Easy

Easy

Open your managed investment account in just minutes.

Practical

Practical

Monitor your investments on demand—or let Truist Invest Pro automatically monitor it for you.

Added support

Added support

Your dedicated Client Advisory Center team can answer your questions and help you make any needed adjustments.

Easy to start. Economical to maintain.

Amount to start

$5,000

0.85%

Annual program fee2

$90

Minimum annual fee

Truist Invest Pro is offered by Truist Advisory Services, Inc.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Diversification does not ensure against loss and does not assure a profit.

Exchange-Traded-Funds (ETFs) values will fluctuate so that an investor’s shares, when sold, may be worth more or less than their original cost. ETFs trade like stocks on the open market, which in most cases involves a commission.

4 easy steps to becoming an investor

Tell us about yourself

Tell us about yourself

Answer some questions about your life and goals. We’ll carefully consider your answers to create a personalized portfolio recommendation.

Choose your investment style

Choose your investment style

We provide recommendations, but you’ll have multiple portfolio options—and you can make adjustments at any time.

Fund your account

Fund your account

Move money instantly from your Truist deposit account. Or fund your portfolio with cash or an outside investment account.

Live your life

Live your life

Be as hands-on as you want. Our technology, backed by real human pros, will work to balance your portfolio.

Our apologies

We’re currently upgrading our Truist Invest accounts and aren’t able to open new accounts until approximately July 17, 2023. We’re sorry for any inconvenience. In the meantime, we invite you to schedule an appointment with a Client Advisory Center advisor at 877-628-6119 to explore your needs and goals.

New to investing?

If you're new to this, you may be wondering what the heck an ETF is. (In short, it's basically a bundle of stocks.) Check out this piece to get a grasp on ETFs, indexes, and more investing terms that can be helpful to know.

Learn the lingo for investing.

Grow your investing knowledge

These tips can help you get started and make the most of your investments. 

    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}