Investment Services for BB&T Associates

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 Associate Banking program. The program provides more privacy, easy access and benefits available only to associates. Why? Because you deserve it.

Discounted online trading

Make online trades through BB&T Investments self-directed brokerage. Associates 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 associate, 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

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

Ready to get started?

By email

Have an associate banking team member 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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Related services

Checking and Savings for BB&T Associates

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 Associates

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

Lending Options for BB&T Associates

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

McGriff Insurance Services

All BB&T Associates 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 solutions are provided by BB&T Investments, a division of BB&T Securities, LLC (opens in a new tab) member FINRA (opens in a new tab)/SIPC (opens in a new tab). BB&T Securities, LLC is a wholly-owned nonbank subsidiary of BB&T Corporation. Securities and insurance products or annuities sold, offered or recommended by BB&T Investments are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. 

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.