Investment Services for BB&T Teammates

Make your dreams come true

Secure the financial future you want with a wide range of investment options from BB&T.

All we see is you

As a way of saying thank you for everything you do to make BB&T successful, we're proud to provide the enhanced Teammate Banking program. The program provides more privacy, easy access and benefits available only to teammates. Why? Because you deserve it.

Discounted online trading

Make online trades through BB&T Investments self-directed brokerage. Teammates get trades starting at $9.95 (up to 500 shares, $0.03 per additional shares). Investing options include:

  • Equities
  • Bonds
  • Mutual funds
  • Margin accounts

Financial consultation

During your free personal consultation, your BB&T financial consultant will:

  • Conduct a full analysis of your financial situation
  • Help you define and prioritize your long-term and short-term financial goals
  • Analyze the mix of your current investments
  • Determine, in an objective way, your comfort level with risk
  • Guide you in your investment selections and decisions
  • Help you with retirement planning

Most importantly, your financial consultant will proactively contact you on a periodic basis to complete account reviews and performance evaluations. They'll ensure you're getting the most from your investments and discuss any upcoming life events or financial changes with you.

More benefits

As a BB&T teammate, you're eligible for the following discounts and services:

  • Discounted fees on an Elite UMA (unified managed account)
  • No upfront sales charge on A-shares of Sterling Capital Funds

Learn more about BB&T Investments.

How we protect your privacy

Teammate Banking is committed to ensuring that each of our teammate and retirees experience the highest levels of confidentiality and respect. We have a centralized team responsible for preventing non-business access to teammate account information. To protect your privacy, we display and record a Code of Ethics warning message when a teammate attempts to view client and/or account information of another teammate.

Ready to get started?

By email

Have a Teammate Banking representative contact you.

In person

Locate a branch.

By phone

855-BBT-FORU
(855-228-3678)

Monday - Friday 8 am to 6 pm ET.

Still exploring?

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What Mistakes Am I Making With My Money?  (Video)

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Related services

Checking and Savings for BB&T Teammates

Enjoy the best checking we offer with an Elite Gold checking account. Take advantage of no monthly maintenance fees or minimum balance requirements. Plus, you'll get additional discounts on other features.

Credit Cards for BB&T Teammates

Receive a BB&T Credit Card with preferential annual percentage rates (APRs) on purchases, balance transfers and cash advances.

Lending Options for BB&T Teammates

Get discounted rates on your mortgage, home equity and auto loans.

McGriff Insurance Services

All BB&T teammates and retirees can take advantage of competitive insurance rates through the nation's top-rated agencies.

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    Mortgage Lending is equally committed to safeguarding associate information and adhering to the Code of Ethics policies. Mortgage applications are originated outside of the Associate Banking platform; therefore, the automated privacy messages do not apply.

Investment and Insurance Products:

• Are not FDIC or any other Government Agency Insured • Are Not Bank Guaranteed • May Lose Value

Truist, BB&T®, BB&T Securities®, BB&T Sterling Advisors, Sterling Capital®, BB&T Investments, BB&T Scott & Stringfellow®, SunTrust®, SunTrust PortfolioView, SunTrust Robinson Humphrey®, SunTrust Premier Program®, AMC Pinnacle®, AMC Premier®, Access 3®, Signature Advantage Brokerage, Custom Choice Loan®, SunTrust SummitView® and GFO Advisory Services® are service marks of Truist Financial Corporation. All rights reserved. All other trademarks are the property of their respective owners.

Services provided by the following affiliates of Truist Financial Corporation: Banking products and services, including loans and deposit accounts, are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, and SunTrust Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by SunTrust Investment Services, Inc. and BB&T Securities, LLC, and P.J. Robb Variable Corp., which are SEC registered broker-dealers, members FINRA, SIPC, and a licensed insurance agency where applicable.  Investment advisory services are offered by SunTrust Advisory Services, Inc., GFO Advisory Services, LLC, BB&T Securities, LLC, Sterling Capital Management, LLC, Precept Advisory Group, LLC, and BB&T Institutional Investment Advisors, Inc., each SEC registered investment advisers.  BB&T Sterling Advisors, BB&T Investments and BB&T Scott & Stringfellow are divisions of BB&T Securities, LLC.   Mutual fund products are advised by Sterling Capital Management, LLC. Mortgage products and services are offered through SunTrust Mortgage, a tradename for SunTrust Bank now Truist Bank.

The information contained herein is for informational purposes only and does not represent an official statement of your SunTrust Investment Services, Inc. account. Please refer to your monthly or quarterly statements for a complete record of your transactions, holdings, and balances.

"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of Truist Financial Corporation: SunTrust Bank now Truist Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., a registered broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products; SunTrust Advisory Services, Inc., a SEC registered investment adviser which provides Investment Advisory services.

SunTrust Private Wealth Management, International Wealth Management, GenSpring, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Bank now Truist Bank, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.

SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.

System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance and other factors.

Neither Branch Banking and Trust Company nor BB&T Investments is a tax adviser. We suggest you consult your tax adviser before making any tax-related investment decisions.

Branch Banking and Trust Company, Member FDIC.

Branch Banking and Trust Company is now Truist Bank. Learn more.

BB&T and SunTrust have merged to become Truist. Both institutions will continue to offer independent product lines for a period of time. This may include differing underwriting guidelines, product features, terms, fees and pricing. Our friendly teammates at your local SunTrust branches will be happy to walk you through their respective products. You can also learn more by contacting them at 800-SUNTRUST or SunTrust.com.

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