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.

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

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

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.

$0

$60 annual fee2

Commission fees3

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 and change your investments 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 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.

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?

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