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Investing to fit your style

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

3 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 all three 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 Invest

Robo-advisor

An automated investing account that uses technology to align your portfolio to your personal goals.

Learn more about Truist Invest.
Simple

Simple

We’ll create a portfolio for you based on your goals, preferences, and risk tolerance.

Convenient

Convenient

Automated technology constantly monitors your account and makes trades according to your stated goals and risk tolerance.

Smart

Smart

Receive timely market and account activity updates.

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 Invest

Truist Invest

Robo-advisor

An automated investing account that uses technology to align your portfolio to your personal goals.

Learn more about Truist Invest.
Simple

Simple

We’ll create a portfolio for you based on your goals, preferences, and risk tolerance.

Convenient

Convenient

Automated technology constantly monitors your account and makes trades according to your stated goals and risk tolerance.

Smart

Smart

Receive timely market and account activity updates.

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.

Three 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 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 fee1

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

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

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

Account minimum

$5,000

$5,000

$0
(commission fees2)

Annual fee

0.85%
(or $90 annual minimum)

0.50%
(or $90 annual minimum)

$603

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

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

Grow your investing knowledge

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

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    Ready to become an investor?

    Get started

    Looking for something else?

    Truist One Checking

    You never have to wonder if you’re getting the most from your checking account. As your needs change, your benefit level changes with you.

    Online banking

    A better experience created with you in mind. The everyday banking features you need—and some you didn’t know you wanted.

    Truist Enjoy Cash credit card

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