Vantage Asset Management Account

Keep your money working for you around the clock

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A single, powerful account that combines checking and investments

Leading features

With a minimum $25,000 opening deposit, the Vantage AMA allows you to:

  • Link your brokerage account to a Vantage checking account
  • Choose a flexible sweep option based on your financial goals
  • Meet cash flow needs by maintaining sufficient funds in your checking account
  • Earn a potentially higher rate of return by maintaining excess cash in a liquid sweep option
  • Have easy access to cash with a BB&T Vantage® Debit Card
  • Receive your brokerage and checking information in a single, easy-to-read statement

Exclusive benefits

A Vantage AMA automatically transfers your funds back and forth between accounts—balancing your cash flow and financial goals.

The Vantage AMA offers three flexible sweep options: Automated Sweep, Automated Zero Balance Sweep, and Self-Directed Sweep.

1. Choose how your sweep works

You have three flexible options for “sweeping” funds back and forth:

  • Automated Sweep – You designate a minimum and maximum amount of cash to remain in your checking account. Funds will automatically flow back and forth from your brokerage account to your checking account to maintain those designated levels.
  • Automated Zero Balance Sweep – All available cash in your checking account will automatically flow into your brokerage account each night. Funds flow back as needed to cover checks, debit card purchases and other withdrawals.
  • Self-Directed Sweep – You determine when to transfer cash between your checking account and your brokerage account.

2. Choose where to maintain your short-term sweep funds

Based on your instructions, available cash will flow from your checking account into taxable or tax-free options, including one with the security and protection of FDIC insurance.

3. Choose how to sweep funds with longer-term investments

When a security is sold, or interest or dividends are credited to your account, the proceeds can be automatically invested into the sweep option of your choice. Additionally, the purchase of a security can be covered automatically with funds from the chosen sweep option.

You'll enjoy these account extras:

Vantage checking

  • Enjoy tiered, premium interest rates
  • Never pay fees for overdraft transfers, secondary accounts1, wires and more
  • Access your account using an exclusively designed debit card with increased limits

Online banking

Monitor your BB&T and non-BB&T accounts, track spending and more with:

  • U by BB&T®, our customizable online and mobile banking experience
  • Mobile check deposit2
  • Alerts2
  • Quicken® access

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Find out how much you'll need to put away in order to reach your financial goal.

Integrated services

Your BB&T Wealth advisor will help you create a comprehensive, strategic plan to integrate and coordinate your banking, credit, investments, risk management, and trust and estate planning services.

Comprehensive financial planning

Simplify your complex financial life with a BB&T Wealth advisor who can help you see the big picture.

Investment management solutions

BB&T Wealth uses a proprietary investment management process to help you meet your financial goals.

Self-directed services

Get access to all the tools and resources you need to invest on your own.

Vantage Investor's Deposit Account

With a minimum opening deposit of $25,000, you can take advantage of tiered interest rates that are compounded daily.

1The monthly fee will be automatically waived as long as at least the primary or secondary client on the BB&T Private Vantage Checking account is a primary or secondary signer on the secondary account.

2Fees from your mobile or data carrier may apply. A monthly service fee applies if you choose to access your online banking financial data through QuickBooks® or Quicken® Direct Connect.

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.

Only deposit products are FDIC insured.

Traditional banking services are provided by Branch Banking and Trust Company, Member FDIC.

Investment solutions are provided by Branch Banking and Trust Company, and BB&T Investment Services, Inc. BB&T Investment Services, Inc. is a wholly owned registered broker/dealer subsidiary of Branch Banking and Trust Company, Member FINRA/SIPC.

Securities and Advisory Services are:

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