Two investment options that give you control and confidence

Truist Invest Pro

The best of both worlds—a Truist Invest account with unlimited access to a team of registered financial advisors.

Amount to start

$5,000

Unlimited access to registered financial advisors

  • Open your account in minutes and monitor your investments on demand
0.85%
(or $90 annual minimum)

Annual program fee1

Truist Invest

Amount to start

$5,000

  • Open your account in minutes and monitor your investments on demand
0.50%
(or $90 annual minimum)

Annual program fee1

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Truist Invest Pro Truist Invest

Unlimited access to registered financial advisors


Access to product support and service specialists



Account minimum

$5,000

$5,000

One annual program fee1

0.85%
(or $90 annual minimum)

0.50%
(or $90 annual minimum)

Open your account in minutes



Monitor and change your investments on demand



4 easy steps to becoming an investor

Ready to invest in your future?

Watch and learn how Truist Invest works—and how easy it is to get started.

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Smart, affordable investing has arrived. A way to help you help you invest for an important future goal, like building your wealth or retirement. Truist Invest—your new investment approach.

Here’s how it works. First, you tell us about you—your goals, your comfort with risk, and whatever other investments you own. Your responses are then analyzed—modeling all types of possible market conditions—to create a custom managed portfolio recommendation.

You can open your account and fund it in minutes—either with cash, or by linking it to an existing account.

Our automated investment technology will then watch over your portfolio continuously—using your personal goals and preferences, along with Truist Advisory Service’s expertise,  to monitor and rebalance your investments…keeping you properly diversified and on track towards your goals.

We’ll send you timely market and account updates to keep you informed. And you can add funds, change your investment preferences, or just view your account by logging on to Truist digital banking from your computer or mobile device—anytime, anywhere.

You can even sign up to receive support from our experienced team of advisors—professionals you can call when you need some guidance or support.

A more confident future is within your grasp. Discover how your Truist Invest portfolio can help you reach your greatest potential.

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. 

Grow your investing confidence

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

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    Ready to become an investor?