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Two automated investment options that give you control and help build confidence

Truist Invest and Truist Invest Pro are offered by Truist Advisory Services, Inc.

Truist Invest Pro Robo-advisor + help when you need it

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

Amount to start

$5,000

  • Open your account in minutes and monitor your investments on demand.
  • Access to financial advisors through the Truist Client Advisory Center. 
0.85%
(or $90 annual minimum)

Annual program fee2

Schedule an appointment online for Truist Invest Pro.

Truist Invest Robo-advisor

A digital managed investment account that uses automated technology to align your portfolio to your personal goals.

Amount to start

$5,000

  • Automated investing uses daily analysis to rebalance your portfolio when necessary.
  • Includes optional access to the Truist Investment Client Care Center. 
0.50%
(or $90 annual minimum)

Annual program fee2

Open an account for Truist invest.
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Truist Invest Pro Truist Invest

Unlimited access to financial advisors

 Yes, Invest Pro has Unlimited access to register financial advisors.

Access to product support and service specialists

 Yes, Truist Pro has access to product support and service specialists Yes, Truist Invest has access to product support and service specialists

Account minimum

$5,000

$5,000

Annual fee

0.85%
(or $90 annual minimum2)

0.50%
(or $90 annual minimum2)

Open your account in minutes

 Yes, with Truist Pro, you can open your account in minutes Yes, with Truist Invest, you can open your account in minutes

Monitor and change your investment strategy on demand

 Yes, with Truist Pro, you can monitor and change your investments on demand Yes, with Truist Invest, you can monitor and change your investments on demand

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.

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.

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.

Get started

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. 

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    Ready to become an investor?

    Get started