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.

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

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

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.

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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