Investing & Retirement

Investing & Retirement

Short-term or long-term, high-risk or low—we have different types of investing that can help you reach your goals.


Investing is all about you. It’s about reaching your goals, improving your well-being, and realizing your future. And you might be surprised how easy it is to start with Truist Invest.

  • Smart investing made simple with Truist Invest.
  • Get 50% off the fees associated with our automated investing products, just tell us you’re a Truist teammate when prompted during the application process


Your financial journey is personal, but that doesn’t mean you’re traveling alone. Our partners provide personalized guidance to help you plan for your tomorrow.

  • Free personal consultations with a financial consultant
  • Assistance with 401(k) rollovers
  • Retirement planning

Retiring soon?

Don’t leave your Teammate Banking benefits behind. Visit the Teammate Banking Sharepoint Site to talk to a specialist about next steps before you retire.

Teammate Banking Center

Get confidential guidance and support from our dedicated Teammate Banking Center specialists—whether you want to open an account, apply for a loan, or discuss insurance options.  

Ready to get started? Have questions?

Call 833-TRU-FORU (833-878-3678), Monday through Friday from 8 am to 6 pm