A suite of digital tools for your banking and wealth needs.

View your eligible banking and investment accounts securely in a unified platform at anytime, from virtually any device.

Download the mobile appDisclosure 1,

Scan this code with your phone’s camera to download.

QR code to dowload truist mobile app.

A more connected way to manage your money

Truist’s online & mobile tools bring your eligible banking, borrowing, and investing together in one seamless view. See your Truist investments, move money with ease, and make informed decisions—all from one secure platform.

Truist online banking dashboard.
Move money

Transfer money quickly with dedicated support for complex transfers if needed.

Insights that power smarter decisions

Personalized insights to help you monitor spending and transactional trends to uncover opportunities.

Access documents

Access important documents and tax information quickly and securely from the document center.

Navigate your investment portfolio with ease.

Manage and track your Truist investments in one place with intuitive tools and personalized insights tailored to your strategy.

Truist investment portfolio dashboard.
Access anytime, anywhere

Switch seamlessly between desktop and mobile with a consistent experience that always gives you control over your portfolio.

At-a-glance dashboard

Quickly see your portfolio valueDisclosure 2 and intraday market updated account balances with the ability to dive deeper into the details with just a few clicks.

A platform unique to you

Craft a personalized experience with customizable tools, filters, and settings to setup the high-level or detailed view you prefer.

Built-in research

Keep ahead of the markets with industry news and research to help ensure that your decisions are well informed.

Move money seamlessly anytime, and virtually anywhere.

Wires

Transfer money quickly with dedicated support for complex transfers if needed.

  • Domestic wires for personal accounts
  • Domestic and international wires for business accounts
How to enroll in wires
  1. Select the Transfer & Pay tab of Truist Mobile & Online Banking.
  2. Select Enroll in domestic wire services.
  3. Call the Wealth Solutions Center number on the screen to begin authentication process and enrollment.
Zelle®Disclosure 3

With Zelle®, you can send and receive money instantly with people you trust—no standard transfer fees for personal accounts.

How to enroll
  1. Sign in to the Truist mobile app or Truist online banking.
  2. Select Transfer & Pay.
  3. Then select Send Money with Zelle®.
  4. Enroll your email address or U.S. mobile number.

    You’re ready to start sending and receiving money with Zelle®.
Transfers

Move money between your eligible Truist accounts and receive confirmations and alerts.

  • Set up one‑time or recurring transfers
  • Make payments to your Truist credit card, mortgage, and other loans/lines of credit
Mobile check depositsDisclosure 4

Deposit checks anytime, and virtually anywhere using your mobile device.

  • Higher deposit limits for Wealth clients
  • Funds typically available within one business day
Document center A secure, mobile-friendly way to view and manage statements, forms, and folders when you need them.
  • View statements, confirmations, and key account documents
  • Download banking, brokerage, tax forms and year‑end summaries
  • Securely upload and exchange documents with your Truist team
  • Create, rename and organize folders
  • Go paperlessDisclosure 5 with eDelivery options and receive notifications when new documents are ready
Image of woman looking at phone with an overlay of document center in the truist mobile app.

For select clients who do not use Truist Online & Mobile banking, electronic statements and tax documents can be found in Wealthscape Investor, PortfolioView or Digital Treasury.
 

Sign in to Wealthscape Investor
 

Sign in to Portfolio View
 

Sign in to Digital Treasury

Image of man walking with dog with an overlay of upcoming banking activity snapshot.
Personalized insights Insights designed to help you make smarter decisions and monitor progress toward long-term goals.
  • Track spending and transaction trends
  • Visualize how spending and savings rates impact your goals
  • Receive alertsDisclosure 6 for purchases, deposits, and merchant activity
Your security is a top priority. We proactively fight fraud and other security threats with a multi-layered strategy of technology and dedicated teams.
Evolving security

Encryption and multiple layers of security help protect your information wherever you use our technology.

Built‑in defense

Firewall protection helps guard against unauthorized access and cyberthreats​.

Around the clock monitoring

We monitor our systems 24/7 to help detect unusual activity and respond quickly.

Secure ways to sign in

Multiple sign‑in options, like biometricsDisclosure 7 and passkeys, make it easier and safer to access your accounts.

Mobile wealth management and investing made simple

Track and customize how you view and manage your eligible investments.

Image of Truist wealth management dashboard.
Scan to download

Scan this code with your phone’s camera to download the Truist appDisclosure 1.

QR download for the Truist mobile app.
Tap to download

Tap the button to download the Truist app.

Looking for access to a specialty digital solution?

Wealthscape Investor

An alternative way for authorized third-party users and business-only clients to view investment accounts.

PortfolioView

Secure online access to portfolio reporting and account information for institutional clients and authorized users of trust and custody accounts.

Digital Treasury

Designed for commercial and business clients who need efficiency and control.