Truist Wealth launches self-directed investing platform Truist Trade

Rick Steves

“Whether used to manage all or a portion of a portfolio, Truist Trade provides clients the added control of a self-directed account that is delivered by a seamless process from account opening through the trading experience.”

Truist Wealth has launched Truist Trade, a self-directed investing solution that allows clients to open select investment accounts and conduct online trading on their own.

Truist Trade was developed in journey rooms using an iterative approach to product development at the Truist Innovation and Technology Center, which opened in June 2022. The investing platform builds on Truist Wealth’s portfolio of digital investing solutions.

Commission-free trades for stocks, ETFs, and mutual funds

Via, investors can open an individual brokerage or joint brokerage account, Roth IRA or traditional IRA. These investment accounts require no account minimum, and offer commission-free trades for stocks, ETFs, and mutual funds.

Customers can view the investment accounts anytime and anywhere alongside other Truist accounts, providing clients a consolidated view of their finances. A dedicated support team and a suite of research materials and tips is also available.

Joseph M. Thompson, chief wealth officer at Truist, said: “Our digital investing solutions are designed to meet clients at various points in their investment journey and help them build better lives. Whether used to manage all or a portion of a portfolio, Truist Trade provides clients the added control of a self-directed account that is delivered by a seamless process from account opening through the trading experience.”

Sherry Graziano, head of digital and contact center banking for Truist, commented: “The launch of Truist Trade is another milestone on our journey to co-create a digital-first investment experience. Whether you’re a casual trader or want the expertise and guidance of a Truist Wealth advisor, we’re building and delivering solutions to help clients achieve their personal purpose.”

Kacy Howard, senior vice president of digital investing at Truist Wealth, stated: “Many investors want to construct and manage their portfolio on their terms and in ways that are convenient to them. Truist Trade was developed with input from our clients to deliver an end-to-end experience that can complement our robo-advisory and hybrid investing solutions, as well as advisor-led relationships.”

The launch of Truist Trade follows the release earlier this year of robo advisory platform Truist Invest and hybrid investment solution Truist Invest Pro.

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