Truist Bank, formed from the 2019 merger of BB&T and SunTrust, is now the seventh-largest U.S. bank with $527 billion in assets. Connect your Truist accounts to Quadratic to consolidate your banking data and build powerful financial dashboards.
- Connect Truist checking, savings, and money market accounts.
- Track Truist credit card rewards and cash back earnings.
- Import legacy BB&T and SunTrust account data.
- Monitor Truist mortgage and home equity accounts.
- Analyze Truist business banking transactions.
- Secure Plaid connection with read-only data access.
Why Truist + Quadratic?
Truist's merged banking platform benefits from unified analysis tools.
Unified Banking
Whether you came from BB&T or SunTrust, see all your Truist accounts in one consolidated view.
Southeast Focus
Truist's strong regional presence means local insights - track branch activity and regional spending patterns.
Full Relationship
Connect banking, credit cards, mortgages, and investments to understand your complete Truist relationship.
Use Cases
How Quadratic users analyze their Truist accounts.
Post-Merger Consolidation
- Track accounts migrated from BB&T and SunTrust.
- Monitor transaction continuity after merger conversions.
- Consolidate all Truist relationships in one view.
Regional Banking
- Monitor accounts across Truist's Southeast and Mid-Atlantic footprint.
- Track branch vs. digital transaction patterns.
- Analyze fees and relationship benefits.
Mortgage Tracking
- Track Truist mortgage payment history.
- Monitor home equity line utilization.
- Build amortization tracking with actual payment data.
Small Business
- Import Truist business checking transactions.
- Track business credit card spending.
- Generate cash flow reports for your business.
AI-powered Truist analysis
Query your Truist data naturally. "Show my checking account balance over the past 6 months" or "What are my top spending categories?" - get instant answers and visualizations.
Beyond the Truist app
Truist's mobile app shows account basics. Quadratic lets you analyze trends, build custom reports, and combine Truist data with other financial accounts for a complete picture.
Secure connections
Connect through Plaid with bank-level security. Your Truist credentials stay with Plaid - Quadratic only receives read-only data with SOC 2 compliance.
FAQ
How do I connect my Truist account to Quadratic?
In Quadratic, go to Connections, select Plaid, and search for Truist. Sign in with your Truist Online Banking credentials to establish a secure, read-only connection.
Can I still access my old BB&T or SunTrust account history?
If your accounts have been migrated to Truist, your historical data should be available through the Truist connection. For older historical data, you may need to export from legacy systems.
Which Truist accounts are supported?
All Truist consumer accounts are supported including checking, savings, money market, CDs, credit cards, mortgages, and home equity lines of credit.
Does Quadratic support Truist business accounts?
Yes. Truist business checking, savings, and business credit card accounts can be connected through the Plaid integration.
How often does Truist data sync?
Transaction data typically updates within a few hours of posting. Balance information refreshes more frequently throughout the day.
Is the connection to Truist secure?
Yes. Quadratic connects through Plaid with bank-level encryption. Your Truist credentials are never stored by Quadratic, and all access is read-only.
Explore other connections
Quadratic supports a growing list of data sources. Combine and compare data across sources using Quadratic.
