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

Need help with your investments? Our financial advisors will help you choose the best solutions based on your needs and objectives.

  • Receive individual attention and collaborative support
  • Monitor your investment and banking balances with online access
  • Withdrawals are taxed at your tax rate in retirement

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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
  • Place your trades online starting at $14.95 per transaction
  • Link your Trust Union Commercial Bank checking or savings account for automatic settlement
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Get to know us

Trust Union Commercial Bank—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—Trust Union Commercial Bank and its affiliates have solutions to help you reach your goals.