Advisory Service Levels

The right services for your needs.

As your assets grow, so does the complexity of the financial decisions you need to make. That’s why SunTrust Investment Service (STIS) offers a range of services designed to meet your needs at each step in your journey.

For those wanting to invest < $50,000 with SunTrust

Our enhanced online investment platform was designed specifically with do-it-yourself investors in mind, allowing you to manage your portfolio and execute trades whenever and wherever it’s convenient. We can provide you with:

  • Convenient 24/7 online and mobile access
  • Access to a wide range of stocks, bonds, mutual funds, ETFs and IRA types
  • Timely investment insights and retirement planning educational resources
  • No advisory fees, however, brokerage commissions would apply. Please contact us for more information on applicable charges.

Take an active role in preparing for your financial future with SunTrust. For more information:

For those wanting to invest $50,000 - $100,000 with SunTrust

The SunTrust Client Advisory Center (CAC) is a one-stop resource where multiple financial advisors support each client by providing financial solutions for short-term needs and long-term goals. The CAC offers:

  • Financial planning and investing
  • Banking and lending services for individuals and businesses
  • Insurance and trust solutions

For those wanting to invest $100,000 - $1MM with SunTrust

Enjoy focused access and attention as one of our Premier Banking and Investment clients. You’ll work with a dedicated team (a Premier Banker and financial advisor), as well as other SunTrust specialists when needed to:

  • Design a customized financial plan
  • Objectively review and modify your existing retirement, investing, savings and borrowing strategies
  • Access exclusive program benefits and rewards including premium checking, loan discounts and privileges, special mortgage options1 and rewards debit and credit cards2

For those wanting to invest $1MM+ with SunTrust

More considerable wealth requires more sophisticated financial, tax and estate planning. Clients who invest more than $1MM with SunTrust work with our Private Wealth Management advisors who specialize in addressing the financial and personal challenges of associated with managing wealth, including:

  • Investment management
  • Cash management, credit and lending
  • Insurance and asset protection strategies
  • Trust and estate planning
  • Specialized solutions for executives, business owners, athletes, attorneys and physicians

DISCLAIMERS

1 Residential mortgages are offered through SunTrust Mortgage – A Division of SunTrust Bank.

2 Cardholders should reference their Guide to Benefits pamphlet for full Mastercard Protection Benefits and additional information and disclosures regarding Mastercard benefits.

Advisory managed account programs entail risks, including possible loss of principal and may not be suitable for all investors. Please speak to your advisor to request a firm brochure which includes program details, including risks, fees and expenses.

SunTrust Bank and its affiliates and the directors, officers, employees and agents of SunTrust Bank and its affiliates (collectively, "SunTrust") are not permitted to give legal or tax advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction.

 

877.962.9032
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