Investment Solutions

Invest on your terms

Personalized investment solutions

Investments can play a vital role in your overall wealth plan, and your balance of return-generating and risk-managing investments is unique to you. Whether you prefer to manage your own portfolio or collaborate with a dedicated professional team, we offer investment options to help you achieve your goals.

Connect With Us
Ready to start working together? Connect With Us

Our investment solutions

We're ready to help you find the right approach to support your investment objectives now—and as they evolve.

Self-Directed Investing

Our intuitive platform allows you to make personal investment decisions and place trades on your schedule.

  • $0 commissions for US-listed stocks and ETFsD
  • No minimum balance required at account opening
  • A digital-first investing platform for desktop and mobile account management
Learn more about self-directed investing

Professional Investment Advisory

A team of investment professionals will partner with you to create a customized portfolio based on your personal goals.

  • Personalized guidance at every stage—from portfolio development to asset allocation
  • Research-driven guidance to help you stay on track with your wealth plan
  • Ongoing reviews to ensure your portfolio strategy adapts and evolves with your needs
Learn more about managed portfolios
Connect With Us

Commission-free trading applies to stocks and ETFs traded online for self-directed individual cash or margin brokerage accounts of US-listed securities on major US exchanges within Self-Directed Investing by First Citizens Investor Services. Commission-free trading does not apply to transaction fee, front-end load mutual funds, or options trades, and excludes shares priced less than $3.00 or not trading on an exchange. Some trades are not eligible to transact online and must be conducted through a Call Center Assisted trader, and service fees will apply ($40 minimum). Keep in mind that other non-commission fees will apply to your brokerage account. Please see the Self-Directed Investing by First Citizens Investor Services Commission and Fee Schedule (PDF), to learn more about these applicable fees.

Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.

This material is for informational purposes only and is not intended to be an offer, specific investment strategy, recommendation or solicitation to purchase or sell any security or insurance product, and should not be construed as legal, tax or accounting advice. Please consult with your legal or tax advisor regarding the particular facts and circumstances of your situation prior to making any financial decision. While we believe that the information presented is from reliable sources, we do not represent, warrant or guarantee that it is accurate or complete.

Third parties mentioned are not affiliated with First-Citizens Bank & Trust Company.

Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value.  They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested. There is no guarantee that a strategy will achieve its objective.

About the Entities, Brands and Services Offered: First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS"), a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisors. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender, and SVB, a division of First-Citizens Bank & Trust Company. icon: sys-ehl

For more information about FCIS, FCAM or SVBW and its investment professionals, visit FirstCitizens.com/Wealth/Disclosures.

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.