# SunTrust Investment Services, Inc.

> SunTrust Investment Services, Inc. was an Atlanta-based brokerage and former investment adviser serving primarily SunTrust Bank retail customers. Its business included securities, mutual funds, retirement accounts, insurance and annuities. The corporation now operates as Truist Investment Services, Inc.; ongoing advisory services are provided through an affiliated advisory company.

- **Founded:** 1985
- **Headquarters:** Atlanta, United States
- **Products:** Retail brokerage, Mutual funds and unit investment trusts, Individual retirement accounts, Insurance and annuities, Asset Management Consulting programs
- **Notable:** The corporation formed in Georgia in 1985 and continues under the Truist Investment Services name., Built a brokerage serving primarily retail customers within the SunTrust banking network.

## Products & services

- **Retail brokerage** — Historical full-service and discount brokerage for equity and debt securities, primarily serving SunTrust Bank retail customers. The date identifies a verified reporting year, not the launch.
- **Mutual funds and unit investment trusts** — Investment distribution documented in the subsidiary’s audited accounts.
- **Individual retirement accounts** — Retirement accounts offered through the historical brokerage.
- **Insurance and annuities** — Products distributed through the historical investment-services business.
- **Asset Management Consulting programs** — Historical wrap-fee advisory programs; substantially all existing advisory contracts were assigned to the separate advisory affiliate at the end of 2016.
- **Truist Trade** — Current successor-brand self-directed investing for existing Truist clients; the investing-services page lists $1,000 minimum funding. Date is verification year.
- **Truist financial-adviser access** — Current investing page lists advisory-center access for $5,000-$250,000 and dedicated advisers at $250,000 or more. Advisory and brokerage services involve distinct affiliated entities.

## Achievements

- The corporation formed in Georgia in 1985 and continues under the Truist Investment Services name.
- Built a brokerage serving primarily retail customers within the SunTrust banking network.

## Latest updates

- **2026-07** — The successor Truist Investment Services published an investing guide dated July 1, 2026, covering brokerage products, compensation and conflicts.
- **2020-12** — The client notice announced the SunTrust investment and advisory subsidiaries would adopt Truist names on or after December 1, 2020.

## Links

- Website: https://suntrust.com
- LinkedIn: https://www.linkedin.com/company/suntrust-investment-services
- Twitter/X: https://twitter.com/SunTrust
- YouTube: https://www.youtube.com/channel/UC10Dmvy2Ih93O8hCg_UYN6w
- Instagram: https://www.instagram.com/truist/
- Facebook: https://facebook.com/suntrust
- TikTok: https://www.tiktok.com/@truist

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Published by YesPress — https://yespress.io
Last updated: 2026-10-22