Automated 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.

Wherever you’re headed, it all starts with you.

Schedule appointment online to start investing.

Automated investing + help from financial advisors1 when you need it

Establish and refine your investment strategy to align with your purpose. Then put that strategy into action with a powerful automated investing platform—driven by technology and backed by human advice you can trust.

Investing for everyone

You don’t have to be an expert to invest wisely. We'll 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 a layer of personalization and a human perspective—and answer your questions.

Easy to start investing. Economical to maintain.

Amount to start

$5,000

0.85%

Annual program fee2

Truist Invest is offered by Truist Advisory Services, Inc.

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. 

4 easy steps to becoming an investor

Step one

Tell us about yourself.

Answer some questions about your life and goals. An advisor will carefully consider your answers to create a personalized investment portfolio recommendation.

Step two

Choose your investment style.

A Truist Advisory Services advisor will open an account for you and familiarize you with the platform.

Step three

Fund your account.

Fund your portfolio with cash or an outside investment account. Or move money instantly from your Truist deposit account.

Step four

Live your life.

Be as hands-on as you want. Truist Invest automatically rebalances your portfolio to align with your risks and goals.

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 about investing terms.

Additional resources

Get current, in-depth information on investing.

Investing and retirement

3 things to know before using a robo-advisor

Read more about three things to know before using a robo-advisor

Investing and retirement

Investing and retirement

Component ID : "accordionGridLayout-2028019704"
Model : "disclaimer"
Position : "left"

Disclosure 1 Offered by Truist Advisory Services, Inc.

Disclosure 2 Other fees may apply.

Disclosures

Truist Bank, Member FDIC. © 2024 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., which is a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC., each SEC registered investment advisers.

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:

Site footer

Footer Navigation

Banking products
About Truist
Resources
Support

© 2024, Truist. All Rights Reserved.