Ways to Invest

Investing tailored to your needs

Invest on your own or get personal guidance and advice from an investment counselor

Get started by contacting BB&T Investment Services, Inc. - important (moves focus down)

Choose the method that fits your investment style

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

Invest with guidance

Need help with your investments? Look no further than the bank you know and trust. Our investment counselors will help you choose the best solutions based on your needs and objectives.

  • Receive individual attention and collaborative support
  • Make appointments at your convenience at your local BB&T branch
  • Monitor your investment and banking balances with online banking

Invest on your own

Prefer to make your own investment decisions? With a self-directed brokerage account, you can enjoy the convenience and freedom of trading online and access to a solid support system.

  • Get real-time quotes, balances and holdings with Marketconnect®
  • 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

As a subsidiary of Branch Banking and Trust Company—one of the nation's largest and most respected financial institutions—we can support you with resources and expertise 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 Investment Services, Inc., has solutions to help you reach your goals.

Ready to get started?

Phone

Arrange a meeting

800-642-8545

Online

Leave us your contact info and we'll call you back

Mail

Send certificates and correspondence to:

BB&T Investment Services, Inc.
200 S. College St., 11th Floor
Charlotte, NC 28202

Still exploring?

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

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

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

Only deposit products are FDIC insured.

BB&T Investment Services, Inc., is a Member FINRA, Member SIPC. Learn more at www.finra.org (opens in a new tab) and www.sipc.org (opens in a new tab)

Investment products offered through BB&T Investment Services, Inc. are:

  • Not a deposit
  • Not FDIC-insured
  • Not guaranteed by a bank
  • Not insured by any federal government agency
  • May go down in value

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.

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.

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.