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Investment Options & Services

Investment Options & Services

Investment options

New to investing? Seasoned veteran? Or maybe you’re somewhere in between. Whatever your comfort level, we can help you find the right fit.

Options for every level and style of investor

Investment and retirement planning is all about moving forward with assurance—whatever your current situation.

Truist Invest

Starting at $5000 to invest

Offered through Truist Advisory Services, Inc., Truist Invest is our robo-advisor with optional access to the Client Advisory Center.

  • Open your account in minutes
  • Daily analysis by Truist Invest to rebalance your portfolio when necessary1
  • Monitor your portfolio on demand
Learn more about Truist Invest Pro

Important Disclosure Links: Truist is committed to giving you clear, easy-to-understand information about key features of your investment and retirement accounts and to our advisory programs and services.

Truist Investment Services, Inc. (“TIS”) Disclosures

Truist Advisory Services (“TAS”) Disclosures

Check the background of this firm on FINRA's BrokerCheck

Check the background of this firm’s investment professionals on FINRA's BrokerCheck

Your Self-Directed Investing Experience

Everything you need to invest on your own

Ready to get started with online banking?

Learn more about online banking

Client Advisory Center 

Starting at $50k to invest

Looking for quick and easy access to a team of financial advisors? We’re as close as your phone.

  • Full-service support with a team of advisors delivering holistic advice via phone and video interactions
  • Assistance with any and all of your financial goals, including investments, banking, lending, and wealth structure needs
  • Team includes Certified Financial Planners and Spanish-speaking advisors
  • Available Monday through Friday, 8 am to 6 pm ET
Schedule appointment online to speak with an advisor
Call 888-516-5247, Option 3

Work with an advisor

Starting at $250k 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 monitoring to track progress toward your goals

Ready to get started? Let’s locate a Truist professional who can support your financial needs.

Find an advisor to discuss your financial future

Deep research and market intelligence

All of our financial advisors have access to a team of seasoned investment analysts who share actionable insights and timely research.

Our Investment Advisory Group (IAG) of Truist Advisory Services, Inc.

  • Provides sophisticated economic and investment research.
  • Develops strategic, tactical and portfolio construction guidance.
  • Delivers ongoing monitoring and analysis of economic and market conditions.
  • Conducts rigorous due diligence and monitoring of traditional, alternative, and private capital strategies.

The latest research and insights

See beyond the latest market developments with insightful articles, podcasts, publications, and videos exclusively from Truist Wealth.

Get Insights from wealth advisors