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Truist Wealth Launches Enhances Digital Investing Capabilities with Truist Trade

Source: Gin

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Financial service provider Truist Wealth has enhanced its digital investing capabilities with Truist Trade, a new self-directed investing solution that allows clients to open select investment accounts and conduct online trading on their own. 

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"Our digital investing solutions are designed to meet clients at various points in their investment journey and help them build better lives," said Joseph M. Thompson, chief wealth officer at Truist. "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."

"The launch of Truist Trade is another milestone on our journey to co-create a digital-first investment experience," said Sherry Graziano, head of digital and contact center banking for Truist. "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."

Truist Trade builds on Truist Wealth's portfolio of digital investing solutions. Earlier this year, Truist introduced Truist Invest​, a robo advisor, and Truist Invest Pro, a hybrid investment solution.

"Many investors want to construct and manage their portfolio on their terms and in ways that are convenient to them," said Kacy Howard, senior vice president of digital investing at Truist Wealth. "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."

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