Investment Account Access

Truist Investment Services, Inc., clients

You can easily view and interact with all your investment account details when you use U by BB&T or Truist Digital—our online banking services that help you see your entire financial picture.

  • Already have a U by BB&T or Truist Digital account? Log in
  • Need online access to view your accounts? Enroll now
    Be sure to have your new brokerage account number ready. Don't have your new account number? Contact your financial advisor or call 888-228-6654.

Associated and third-party users with authorization to view client account information:

Looking for your account documents?

Account documents can be found in either U by BB&T or Wealthscape Investor. To locate your account documents in U by BB&T, log in and navigate to the statements section. There you'll find your statements, tax documents, trade confirmations, and advisories.

To locate your documents in Wealthscape Investor, log in and select your account on the left side of the page. Once you've selected an account, select Documents at the top of the page. Then select the document type you wish to locate.

Truist PortfolioView

This online portfolio management software will enable you to access and view detailed asset and transaction information on your trust system account.

Need help getting started with PortfolioView? 


Additional online investment accounts


TAMLink® provides you with trust asset management and online access to the latest investment information.

Access to BB&T account history prior to April 30, 2021 will be available until December 31, 2021.

Truist PortfolioView

TAMLink users who have created a PortfolioView profile can sign on to access asset and transaction information on your trust system account.

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

Only deposit products are FDIC insured.

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 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.

Branch Banking and Trust Company, Member FDIC.

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

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

BB&T Complete Client Protection

about Truist Bank