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| BB&T Investment Services, Inc. offers you a variety of tools and services to address your investment needs and simplify your account management. Along with the advice of our licensed Investment Counselors, we also offer options for automatic investing, custodial safekeeping, and all the other services that make investing easy.
Our dedicated client service staff can help you with all of your service needs, including:
- Changing your address of record
- Changing the distribution option for an account
- Establishing or changing a systematic investment or withdrawal plan
- Changing an IRA account beneficiary
- Processing estate accounts
- Transferring another investment account to BB&T Investment Services, Inc.
- Other valuable services
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| Client Services |
| Account Transfers |
- We provide all the necessary documents if you want to move your assets from another financial institution
- We'll work with the other financial institution to transfer all designated securities and cash
- You simply need to return the signed forms to us
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| Asset Allocation |
- Your Investment Counselor will help you to define your goals, determine your investable resources, and assess your risk tolerance
- We can then recommend a plan to spread your assets among equities, bonds, and cash to meet your needs
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| Automatic Investing |
- We'll set up drafts from bank accounts into your mutual fund accounts on a regular basis
- You decide the amount and frequency of investments
- We provide statements listing all transactions
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| Bond Search Service |
- BB&T Investment Services, Inc. maintains a dedicated Bond Trading Desk
- Our experienced bond traders give you easy access to a vast inventory of corporate, municipal, and Treasury bond issues
- Tell us the type of bond you are seeking, the yield you want, and your preferred maturity date
- We'll conduct a thorough search of quality bond issues that match your requirements
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| Custodial Safekeeping |
- Save time when selling your securities with our free Custodial Safekeeping service*
- We keep your actual certificates safe, so they are ready when you want to sell them
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| Dividend Reinvestment Plans |
- Have cash dividends reinvested in whole or fractional shares of eligible stocks in your Discount Brokerage account at no cost*
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| Dollar Cost Averaging |
- Your Investment Counselor will work with you to create a disciplined strategy, to invest the same dollar amount, on a regular basis, in a given stock or mutual fund
- We can help you set up an automatic investment program that takes advantage of dollar cost averaging
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| Retirement Planning |
- Our Investment Counselor can help ensure that you are prepared for a comfortable retirement
- We'll analyze your financial status and listen to your future needs
- We'll help you calculate how much you need to invest and how much you need to earn on investments
- We can recommend a plan that may include IRAs, annuities, or other investments
- We can arrange for you to withdraw income after retirement at your own pace and frequency.
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| Systematic Withdrawals |
- Ensure a regular flow of available funds by scheduling regular withdrawals from your mutual fund investments
- We will send you a check or deposit the funds electronically to your designated bank account
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| *This program is only available to Discount Brokerage clients |
BB&T Investment Services, Inc. is a registered broker-dealer and wholly owned subsidiary of Branch Banking and Trust Company. |
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| Contact us by Phone |
| To arrange a meeting with an Investment Counselor, contact your local BB&T bank branch or call 1-800-453-7348 |
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| Contact us by Mail |
Send certificates and correspondence to:
BB&T Investment Services, Inc.
200 S. College Street
Charlotte, NC 28202
Attention: Discount Brokerage |
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| Investment products offered through BB&T Investment Services, Inc. are:
Not a deposit • Not FDIC-insured • Not guaranteed by the bank •
Not insured by any federal government agency • May go down in value |
Member FINRA. Member SIPC.
Learn more at www.finra.org and www.sipc.org.
Please Note: BB&T Investment Services, Inc. can only serve clients residing in states in which we are currently registered with the National Association of Securities Dealers. For states other than North Carolina, South Carolina, Virginia, Georgia, Maryland, Washington D.C., West Virginia, Tennessee, Alabama, Kentucky, Florida, and Indiana, please call 1-800-453-7348 and select Option 3 for more information.
Copyright © 2009, Branch Banking and Trust Company. All Rights Reserved.
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