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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

Automated investing + help from Truist Advisory Services' financial advisors when you need it

A powerful platform—driven by technology and backed by financial advisors1.

Learn more about Truist Invest Pro.

Investing for everyone

You don’t have to be an expert to invest wisely. We open your account and familiarize you with the platform—customizing your investment options to fit your future vision.

Advanced technology

Truist Invest is data driven and automatically makes decisions that are personalized to your risk level.

Real support from trusted advisors

Backed by caring financial advisors to add personalization and a human perspective—and answer your questions.

Truist Trade

Self-directed trading from Truist Investment Services

Hands-on, real-time investing.

Learn more about Truist Trade.

Independence and control

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

Easy to open

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

Low cost

Enjoy online trading2 with a $0 account minimum and a low $60 annual fee.

Truist Invest

Truist Invest

Automated investing + help from Truist Advisory Services' financial advisors when you need it

A powerful platform—driven by technology and backed by financial advisors1.

Learn more about Truist Invest Pro.

Investing for everyone

You don’t have to be an expert to invest wisely. We open your account and familiarize you with the platform—customizing your investment options to fit your future vision.

Advanced technology

Truist Invest is data driven and automatically makes decisions that are personalized to your risk level.

Real support from trusted advisors

Backed by caring financial advisors to add personalization and a human perspective—and answer your questions.

Truist Trade

Truist Trade

Self-directed trading from Truist Investment Services

Hands-on, real-time investing.

Learn more about Truist Trade.

Independence and control

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

Easy to open

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

Low cost

Enjoy online trading2 with a $0 account minimum and a low $60 annual fee.

Two investment options that give you control and help build confidence

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 investments on demand.
  • Access to financial advisors through the Truist Client Advisory Center.

0.85%

(or $90 annual minimum)

Annual program fee3

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 fee4

Commission fees may apply2

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

Truist Trade is offered by Truist Investment Services, Inc., a SEC registered broker-dealer, member FINRA, SIPC. Truist Invest is offered by Truist Advisory Services, Inc., a SEC registered investment adviser.

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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 Trade has access to product support and service specialists

Account minimum

$5,000

$0

Annual fee

0.85%
(or $90 annual minimum)

$604

Commission fees

$0

Commissions may apply2

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

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

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?

    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.

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    1 Offered by Truist Advisory Services, Inc.

    2 $0 Commission fees for 1,000 or fewer shares per order of Common Stock and ETFs. $0.03 per share of Common Stock and ETFs if the lot size exceeds 1,000 shares.

    3 Other fees may apply.

    4 Annual fee waived for clients with greater than $250,000 in assets managed by Truist Advisory Services and/or brokerage assets held with Truist Investment Services.

    Disclosures

    Truist Bank, Member FDIC. © 2023 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA SIPC and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC, AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, LLC.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank. Deposit products are offered by Truist Bank.

    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

    • Multilingual teammates available at our Multicultural Banking Centers
    • Materials for some products and services are available in Spanish, Korean, Vietnamese, Mandarin, and other languages spoken in the communities we serve.
    • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    • Limited English Proficiency Support
    • New York City residents

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

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