Truist Wealth elevates the digital experience with a new modern, mobile forward investment account and portfolio platform

Rhea-AI Summary

Truist Wealth (NYSE: TFC) announced on Dec 10, 2025 a new mobile-forward investment account and portfolio platform built with InvestCloud to modernize its digital wealth experience. The updated system integrates into Truist Mobile Banking and Online Banking to provide a unified, secure interface, consolidated portfolio views, and self-directed trading across equities, ETFs, mutual funds, and options. The platform also includes integrated Truist Investment Advisory Group macroeconomic research and market research tools to support client decision-making. Truist and InvestCloud said the multi-year investment aims to simplify financial management, increase personalization, and enable time-saving self-service features for clients.

Market Reality Check

$49.56 Last Close

Volume Volume 8,331,235 is 12% above the 20-day average of 7,427,789, indicating elevated interest ahead of this digital platform update. normal

Technical Shares at $47.92 are trading above the 200-day MA of $42.82 and sit 1.29% below the 52-week high of $48.545.

Peers on Argus

TFC gained 0.46% with peers also positive: ITUB +2.29%, PNC +2.12%, NU +1.74%, USB +0.53%, DB +0.27%. Scanner data does not flag a coordinated sector momentum move.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 02	Research expansion	Positive	-0.2%	Expanded Equity Research and Sales & Trading coverage in high-growth sectors.
Nov 26	Tech leadership hire	Positive	-0.2%	Appointed new technology, data and operations head for consumer and small business.
Nov 20	Conference appearance	Positive	-0.6%	CEO scheduled to speak at Goldman Sachs 2025 Financial Services Conference.
Nov 19	AI leadership hire	Positive	+0.7%	Named chief AI & data officer to lead enterprise AI and data strategy.
Nov 17	New sponsor coverage	Positive	-2.1%	Launched Institutional Capital Group for middle‑market PE sponsors and family offices.

Pattern Detected

Recent strategically positive announcements have often seen muted or negative next-day price reactions, with only one clear alignment between positive news and a positive move.

Recent Company History

Over the past month, Truist has focused on talent, capital markets capabilities, and technology. Announcements included new research hires on Dec 2, 2025, a technology and operations leader for consumer and small business banking on Dec 1, 2025, and a new chief AI & data officer effective Nov 24, 2025. Other updates covered conference participation and a new Institutional Capital Group for middle‑market sponsors. Today’s wealth platform enhancement continues this pattern of digital and advisory investments across the franchise.

Market Pulse Summary

This announcement highlights Truist Wealth’s push to enhance its digital platform, offering unified mobile and online access, self-directed trading, and integrated macroeconomic research. It follows recent initiatives in AI, technology leadership, and research expansion, underscoring a multi‑year digital transformation. Investors may watch adoption of the new tools, client engagement trends, and how these capabilities support cross‑selling and retention within Truist’s broader banking and wealth ecosystem.

Key Terms

self-directed trading financial

"Self-directed trading: The platform enables clients who choose self-directed investment"

Self-directed trading is when an individual investor buys and sells stocks, bonds, or other securities on their own using an online platform rather than relying on a professional broker to make decisions for them. It matters to investors because it gives full control over timing and choices—like driving your own car instead of taking a taxi—but also requires learning about costs, risks and strategy, which can directly affect returns and tax outcomes.

etfs financial

"execute trades across equities, ETFs, mutual funds, and options.Advanced research"

ETFs, or exchange-traded funds, are investment funds that hold a collection of stocks, bonds, or other assets, and can be bought or sold on stock exchanges like individual shares. They offer investors an easy way to diversify their holdings and access different markets or sectors without buying multiple individual assets. Because they are traded throughout the day, ETFs provide flexibility and can help investors manage risk while pursuing their financial goals.

macroeconomic research financial

"Integrated Truist Investment Advisory Group macroeconomic research, along with market"

Macroeconomic research analyzes big-picture economic forces—such as growth, inflation, unemployment, interest rates and international trade—to predict how the overall economy may move. Investors use it like a long-range weather forecast for markets: it signals broad trends and risks that influence asset prices, borrowing costs and consumer demand, helping guide portfolio allocation, sector bets and timing of trades.

AI-generated analysis. Not financial advice.

Updated wealth platform focused on seamless client experience

CHARLOTTE, N.C., Dec. 10, 2025 /PRNewswire/ -- Truist Wealth, the private wealth business of Truist Financial Corporation (NYSE: TFC), is proud to announce a leap forward in its digital transformation journey, powered by InvestCloud, a global leader in wealth technology focused on delivering more meaningful outcomes for clients. This strategic partnership marks a key moment in Truist Wealth's multi-year investment to deliver a differentiated and client-centric digital experience.

Truist Wealth's enhanced platform brings a suite of advanced digital capabilities directly to clients' fingertips, including:

• Unified digital experience: Truist Wealth clients benefit from a modern, secure interface that is integrated into Truist Mobile Banking and Online Banking.
  
  
• Seamless and secure portfolio access: Clients enjoy access to their investment accounts and consolidated portfolio views, empowering them to manage their wealth with greater transparency and control.
  
  
• Self-directed trading: The platform enables clients who choose self-directed investment accounts to independently execute trades across equities, ETFs, mutual funds, and options.
  
  
• Advanced research tools: Integrated Truist Investment Advisory Group macroeconomic research, along with market research capabilities, equip clients to make confident investment decisions.

"Truist Wealth is focused on meeting clients where they are on their investment journeys," said Heather Magaha, Head of Wealth Strategic Partnerships and Delivery for Truist Wealth. "This investment is instrumental in delivering our purpose through innovative digital solutions, enabling time-saving self-service features and enhancing the overall client experience."

The digital wealth solutions from InvestCloud unify data from multiple systems, providing clients with a holistic view of their financial lives, and self-directed trading capabilities support those who want to manage and execute trades. By simplifying financial management and enabling seamless digital engagement, Truist Wealth is unlocking new levels of convenience and personalization for its clients.

"We're proud to partner with Truist to deliver an inspired digital experience that supports clients at every stage of their wealth management journey," said Dan Bjerke, President, Digital Wealth at InvestCloud. "This implementation highlights our joint commitment to innovation and a digital-first approach to client service."

About Truist 
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank with total assets of $544 billion as of Sept. 30, 2025. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com.

About Truist Wealth
Truist Wealth delivers holistic wealth management solutions to affluent, high, and ultra-high net worth individuals, families, and business owners across the U.S. and abroad. Truist Wealth provides distinct solutions for individuals and businesses through the following affiliates: Banking products and services, corporate trust, escrow, and institutional investment management services to public, private, and nonprofit organizations provided by Truist Bank, Member FDIC. Securities, brokerage accounts, and/or annuities offered by Truist Investment Services, Inc., member FINRA, SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and affiliated SEC registered investment advisers.

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SOURCE Truist Financial Corporation

FAQ

What did Truist Wealth announce on December 10, 2025 about digital accounts (TFC)?

Truist Wealth announced a new mobile-forward investment account and portfolio platform built with InvestCloud, integrated into Truist Mobile Banking and Online Banking.

Which trading options will be available on the new Truist Wealth platform (TFC)?

The platform supports self-directed trading across equities, ETFs, mutual funds, and options for clients who choose that account type.

How does the new Truist Wealth platform improve portfolio access for TFC clients?

It provides consolidated portfolio views, unified data from multiple systems, and secure, mobile-first access to investment accounts.

Will Truist Wealth (TFC) provide research tools on the new platform?

Yes; the platform integrates Truist Investment Advisory Group macroeconomic research and market research capabilities for clients.

When will Truist Wealth's new InvestCloud-powered platform be available to clients (TFC)?

The announcement states this is part of a multi-year rollout; specific client availability timing was not provided in the announcement.

How does the InvestCloud partnership affect Truist Wealth's digital strategy (TFC)?

The partnership is described as a strategic, multi-year investment to deliver a differentiated, client-centric, digital-first wealth experience.