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Investing to fit your style

Whether you prefer self-directed online trading or automated investing with access to financial advice when you need it, you’re covered.

Two great options to start 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. Check out both options for the one that best fits your investing style.

Truist Invest Pro

Robo-advisor + help when you need it

An automated investing account with unlimited access to a team of financial advisors.

Learn more about Truist Invest Pro.
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.

Truist Trade

Self-directed trading

Hands-on, real-time investing.

Learn more about Truist Trade.
Independence and control

Independence and control

Buy and sell your own stocks and mutual funds with access to market commentary.

Easy to open

Easy to open

Get started quickly and fund your portfolio from an existing account.

Low cost

Low cost

Enjoy free online trading with a $0 account minimum and a low $60 annual fee.

Truist Invest Pro

Truist Invest Pro

Robo-advisor + help when you need it

An automated investing account with unlimited access to a team of financial advisors.

Learn more about Truist Invest Pro.
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.

Truist Trade

Truist Trade

Self-directed trading

Hands-on, real-time investing.

Learn more about Truist Trade.
Independence and control

Independence and control

Buy and sell your own stocks and mutual funds with access to market commentary.

Easy to open

Easy to open

Get started quickly and fund your portfolio from an existing account.

Low cost

Low cost

Enjoy free online trading with a $0 account minimum and a low $60 annual fee.

Two investment options that give you control and help build confidence

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

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

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 fee1

Schedule an appointment online for Truist Invest Pro.
Learn more about Truist Invest Pro.

Truist Trade Self-directed trading

A self-managed account with independence and control for self-directed trading. Use our market commentary, resources, and tools to help guide your decisions.

Amount to start

$0

  • Self-directed trading for hands-on real-time investing.
  • In-depth market insights, built-in stock screening, and an all-in-one look at your accounts.

$60

annual fee2

Commission fees may apply3

Open an account for Truist Trade.
Learn more about Truist Trade.

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

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Truist Invest Pro Truist Trade

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 Trade has access to product support and service specialists

Account minimum

$5,000

$0
(commission fees2)

Annual fee

0.85%
(or $90 annual minimum)

$603

Open your account in minutes

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

Monitor your investments on demand

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

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.

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.

Investing in your values 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

Care is at our core

Our team is here to help you achieve your investment goals. We combine the specialists at Truist Advisory Services, Inc., with industry-leading technology to create a smart digital investing solution.

Grow your investing knowledge

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

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    Looking for something else?

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    Online banking

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    Truist Enjoy Cash credit card

    Earn unlimited cash back and build credit—all with one card. Sounds like a win-win.