Investing to fit your personal style

Choose from a wide range of investing services, including self-directed online trading, automated investing, and access to a team of advisors—including one-on-one advising.

Our investing services

Investing is all about you. It’s about striving to reach your goals, helping to improve your well-being, and planning for the future.

Online investing

Low minimum to invest

Prefer self-directed online trading? Or automated investing with access to financial advice when you need it? Look no further than Truist Trade or Truist Invest.

Dig deeper and learn more about self-directed online trading.

Easy

Open your managed investment account in just minutes.

Practical

Monitor your investment portfolio on demand—or let Truist Invest automatically monitor it for you.

Flexible

You can open your traditional or Roth IRA online with Truist Trade—or work with your advisor to open and manage your retirement account through Truist InvestDisclosure 1.

Team of advisors

$5,000 – $250,000 to invest

With a disciplined investment approach, our team of advisors at the Client Advisory Center is dedicated to helping you reach your financial goals.

Dig deeper and learn more about our Client Advisory Center.

Service

The Client Advisory Center is a team of highly trained professionals committed to providing thoughtful, well-informed solutions.

Planning

The Client Advisory Center can help you invest by creating goals-based plans and tailored investment solutions.

Transparency

We’re committed to providing full disclosure regarding fees, risks, and outcomes.

One-on-one advising

$250,000+ to invest

Your Truist Investment Services, Inc., financial advisor draws on the insight and experience of specialists throughout our organization according to your needs.

Dig deeper and learn more about one-on-one advising.

Listening

We’re here to have meaningful conversations—not just about money, but also about the things that bring a real sense of purpose to your life.

Guiding

Wherever you are in life, we’re with you—ready to evolve together and inspire you with new ideas to help fulfill your potential. 

Empowering

The planning process is designed to take a complex universe of financial choices—and break them down into a few critical actions.

Two investment options that give you control

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 investment porfolio on demand.
  • Access to financial advisors through the Truist Client Advisory Center.
  • You can open an IRA or brokerage account through an advisor with Truist Invest.

0.85%

Annual program feeDisclosure 2

844-206-8900, Option 1
Learn more about Truist Invest Pro.

Truist Trade Self-directed trading

A self-managed account with independence and control.

Amount to start

$1,000

Minimum initial account funding
  • Self-directed investing for hands-on, real-time trading.
  • In-depth market insights, built-in stock screening, and an all-in-one look at your portfolio.
  • You can open an IRA or brokerage account through Truist Trade.

$60

Annual feeDisclosure 3

Commission fees may applyDisclosure 4

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

Truist Invest is offered by Truist Advisory Services, Inc. Truist Trade is offered by Truist Investment Services, Inc.

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Compare Truist investment options
Truist Invest Truist Trade
Account minimum

$5,000

$0
(after the initial funding of at least $1)
Annual fee

0.85%

$60
Commission fees

$0

$0 (or $0.03 per share of Common Stock and ETFs if the lot size exceeds 1,000 shares)
Monitor your investment portfolio on demand Check Mark Yes, with Truist Pro, you can monitor and change your investments on demand Check Mark Yes, with Truist Trade, you can monitor and change your investments on demand
Access to product support and service specialists Check Mark Yes, Truist Pro has access to product support and service specialists Check Mark Yes, Truist Trade has access to product support and service specialists
Unlimited access to financial advisors Check Mark Yes, Invest Pro has Unlimited access to register financial advisors. No, Truist Trade does not have unlimited access to financial advisors.

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. 

Client Advisory Center

$5,000 – $250,000 to invest

We wake up every day with the mission of trying to help people answer these three questions. Looking for quick and easy access to a team of advisors? With Truist Invest, our Client Advisory Center professionals are as close as your phone.

Where am I today?

Talk with our team of highly trained professionals to assess your current financial situation.

Where do I want to go?

Our advisors will walk you through your options to start you on the right path—with full transparency regarding fees, risks, and outcomes.

Am I on target to reach my goals?

We’re dedicated to helping you avoid costly mistakes and keeping you focused on your goals—even during market turbulence. 

844-206-8900, Option 1

Work with a dedicated financial advisor.

$250,000+ to invest

Let’s talk about building your financial future together.

  • One-on-one guidance from a Truist Investment Services, Inc., financial advisor
  • An investment plan designed just for you
  • Regular reviews to track progress toward your goals.

From tax considerations to strategic use of credit and beyond, your team provides effective, reliable oversight through changing times.

Find an advisor

Become a more informed investor

Investing for beginners

Investing for beginners starts with understanding fundamental investing terms and acronyms—and how they can apply to your financial life.

A simple guide to investing

Investing can help you reach your goals, improve your well-being, and focus more of your time and energy on what really matters to you.

6 “obstacles” that shouldn’t keep you from investing

What does it take to become an investor? Start by saying goodbye to these common misconceptions.

Important disclosures for Truist Investment Services, Inc. can be found here.

Important disclosures for Truist Advisory Services, Inc. can be found here.

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Disclosure 1 When it comes to rolling over savings from an employer-sponsored plan you have options. You can roll it over to an IRA. You could leave it with the employer plan or you could cash out. Before transferring your retirement assets to a Truist Investment Services, Inc. IRA rollover be sure to consider investment options and services, fees and expenses, withdrawal options, required minimum distributions, and tax treatment of each option and how they align with your financial needs and retirement plans.

Disclosure 2 Other fees may apply. 

Disclosure 3 Truist Investment Services will waive the annual subscription fee for households valued at $250,000 (or more) in brokerage assets.

Disclosure 4 $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.

Disclosures

Truist Bank, Member FDIC. © 2025 Truist Financial Corporation. Truist, the Truist logo, Truist Purple, LightStream, and the LightStream logo 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

TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

Marsh & McLennan Agency LLC, Kensington Vanguard National Land Services, Crump Life Insurance Services, Truist Life Insurance Services, and P.J. Robb Variable, LLC are not affiliated with Truist Financial Corporation or any of its subsidiaries.

Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist 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.

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.

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. Please note that Truist provides translations of webpages, documents and disclosures as a courtesy and in the event of any inconsistencies or discrepancies between the English content and the translated content, the English content supersedes the translation. Truist offers phone support 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.

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

The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

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