Ways to Invest

Investing tailored to your needs

Invest on your own or get personal guidance and advice from a financial consultant

Choose the method that fits your investment style

From do-it-yourself to "help me choose," Truist Investment Services has solutions that provide the right level of support for the way you prefer to invest.

Invest with guidance

  • Receive individual attention and collaborative support
  • Monitor your investment and banking balances with online access

Invest on your own

  • Get real-time quotes, balances and holdings
  • Place your trades online starting at $14.95 per transaction
  • Link your BB&T checking or savings account for automatic settlement

Get to know us

BB&T—one of the nation's largest and most respected financial institutions—can support you with resources that begin with a customized investment strategy but extend much further.

Wherever you are in your financial journey, we'll help you move forward in ways that work for you. Should you choose to invest with guidance, you'll benefit from a comprehensive, fully integrated financial strategy customized to your goals. If you prefer to invest on your own, our support system is still available to you anytime you need it.

We're committed to helping you reach your goals—whatever they may be.

Whether your priorities include retirement, education, security, a life event, legacy planning—or all of these—BB&T and its affiliates have solutions to help you reach your goals.

Ready to get started?

Find an advisor

Search by name, location, and more.

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Still exploring?

Am I Saving Enough for Retirement?  (Calculator)

Find out if you're on track to meet your retirement goals with this handy calculator.

How Can I Optimize My Available Cash?  (Video)

Learn how our sweep account can put your extra cash to work around the clock.

What Will It Take to Become a Millionaire?  (Calculator)

Learn how much to invest each month to reach $1 million.

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Traditional banking services are provided by Truist Bank, Member FDIC.

Only deposit products are FDIC insured.

See disclosuresregarding Reg BI practices (opens in a new tab) relating to Truist Investment Services, Inc. including Regulation Best Interest (Reg BI) practices.

Investment and Insurance Products:
• Are not FDIC or any other government agency insured • Are not bank guaranteed • May lose value

Truist, BB&T®, Sterling Capital®, SunTrust®, SunTrust PortfolioView, Truist Securities®, 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 Truist Investment Services, Inc. (d/b/a SunTrust Investment Services, Inc.) 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 Truist Advisory Services, Inc. (d/b/a SunTrust Advisory Services, Inc.), GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Mortgage products and services are offered through SunTrust Mortgage, a tradename for SunTrust Bank now Truist Bank. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, Inc., AR license #100103477, a wholly owned subsidiary of Truist Insurance Holdings, Inc.

"Truist 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; Truist 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; Truist Advisory Services, Inc., an SEC registered investment adviser which provides Investment Advisory services.

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 Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by affiliates of Truist Financial Corporation.

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

FINRA's BrokerCheck® is a free tool designed to help investors research the professional backgrounds of current and former FINRA-registered brokerage firms and brokers. Investors may access BrokerCheck by: 1. Visiting the BrokerCheck website at brokercheck.finra.org(opens in a new tab), or 2. Calling FINRA's BrokerCheck toll-free hotline at 800-289-9999 Monday through Friday from 8 am to 8 pm ET.

The information provided should not be considered as tax or legal advice. Please consult with your tax advisor and/or attorney regarding your individual circumstances.

Market data information is obtained from third-party sources believed to be reliable, but is provided “as is” with no warranty. Market data is provided for informational purposes only, does not constitute investment advice, and may not be used for trading. Market data is for the individual use of each site guest, and may not be copied, downloaded, stored or redistributed. Quotes are delayed 15 minutes. Some index information is proprietary to the index owner. Data access and usage is subject to the terms and conditions imposed by our third-party sources. Access or use of any data indicates agreement to these terms.

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 www.nyc.gov/dca.

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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