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

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Disclosure 1 Offered by Truist Advisory Services, Inc.

Disclosure 2 Other fees may apply.

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