Our investing services

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

Online investing

Low minimum to invest

Prefer self-directed online trading? Or automated investing with access to financial advice when you need it? Look no further than Truist Trade or Truist Invest.

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.

Team of advisors

$5,000 – $250,000 to invest

With a disciplined investment approach, our team of advisors at the Client Advisory Center is dedicated to helping you reach your financial goals.

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.

One-on-one advising

$250,000+ to invest

Your Truist Investment Services, Inc., financial advisor draws on the insight and experience of specialists throughout our organization according to your needs.

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.

Two investment options that give you control

Truist Invest Automated investing + help when you need it

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

Amount to start

$5,000

  • Monitor your investment porfolio on demand.
  • Access to financial advisors through the Truist Client Advisory Center.
  • You can open an IRA or brokerage account through an advisor with Truist Invest.

0.85%

(or $90 annual minimum)

Annual program feeDisclosure 2

Truist Trade Self-directed trading

A self-managed account with independence and control.

Amount to start

$0

(After initial funding of at least $1)
  • Self-directed investing for hands-on, real-time trading.
  • In-depth market insights, built-in stock screening, and an all-in-one look at your portfolio.
  • You can open an IRA or brokerage account through Truist Trade.

$60

annual feeDisclosure 3

Commission fees may applyDisclosure 4

Truist Invest is offered by Truist Advisory Services, Inc. Truist Trade is offered by Truist Investment Services, Inc.

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Compare Truist investment options
Truist Invest Truist Trade
Account minimum

$5,000

$0
(after the initial funding of at least $1)

Annual fee

0.85%
(or $90 annual minimum)

$60Disclosure 2

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 Check Mark Yes, with Truist Pro, you can monitor and change your investments on demand Check Mark Yes, with Truist Trade, you can monitor and change your investments on demand
Access to product support and service specialists Check Mark Yes, Truist Pro has access to product support and service specialists Check Mark Yes, Truist Trade has access to product support and service specialists
Unlimited access to financial advisors Check Mark Yes, Invest Pro has Unlimited access to register financial advisors. No, Truist Trade does not have unlimited access to finanical advisors.

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. 

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? With Truist Invest, our Client Advisory Center professionals are as close as your phone.

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. 

Work with a dedicated financial advisor.

$250,000+ to invest

Let’s talk about building your financial future together.

  • 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.

From tax considerations to strategic use of credit and beyond, your team provides effective, reliable oversight through changing times.

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.

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.

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

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