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Adding simplicity to the way you bank and invest.
Simplify your financial life with one flexible, easy-to-use account that combines the potential higher earnings of investments with access to your everyday checking account with the U.S. Bancorp Investments, Inc. Asset
Management Account (AMA).*
With the U.S. Bancorp Investment AMA, you will receive one integrated monthly statement showing both
your investment transactions and your checking account activity. Your monthly statement summarizes your assets in an easy-to-read, comprehensive format that shows:
Detailed transaction information allowing you to monitor your
cash and investment balances
Asset allocation summary table and chart for a simplistic view of
your investments
The AMA Advantage.
Through the U.S. Bancorp Investments, Inc. Asset Management Account (AMA), you have the power to
pursue higher returns on your everyday checking money while keeping all of your assets in one, simple account
and viewable on one, convenient, easy-to-read statement.
Simplify Your Life.
A U.S. Bancorp Investments AMA offers an investment account with the convenience and access of a full service checking account.** Take advantage of these exclusive AMA benefits:
Free Checks (including Personal Checks, Travelers Checks, Cashiers Checks and Money Orders)
Unlimited check writing
Free check card with Checking That Pays***
Free safe deposit box
Access to over 2,542 U.S. Bank branches
and more than 4,895 ATMs throughout the country
Free U.S. Bank Internet Banking
Free U.S. Bank Internet Bill Pay
Knowledge Is Power.
To help you maximize your potential returns, U.S. Bancorp Investments Financial Consultants are available to work with you to help you identify and achieve your personal financial goals. U.S. Bancorp Investments is a full-service brokerage firm that provides access to a broad range of investment opportunities including stocks, mutual funds, bonds, and annuities. You can arrange for a free personal consultation to assess your current financial situation, determine your comfort with risk, and then receive a customized investment approach that matches your unique situation. Financial Consultants help guide you through:
College planning
Retirement planning
Estate planning
Portfolio asset allocation
Tax-smart investing
Business needs
Keep Your Money Working With An Automatic Sweep.
Uninvested funds are automatically invested into one of these three sweep options:
First American Prime Obligations Fund.†
This sweep option is designed to preserve your principal while maintaining a high degree of liquidity. It provides access to current income while earning interest on your
idle funds.
First American Tax Free Obligations Fund.†
This tax-advantaged sweep option puts current income at your disposal, exempt from federal income taxes.
FDIC-Insured Interest-Bearing Checking Account.**
For the slightly more conservative investor, this sweep alternative offers the backing of FDIC insurance.
You may earn more with your checking account funds, allowing you to spend more on investing.
Manage Your Money Online.
With U.S. Bancorp Investments, secure, convenient and flexible online access is just a click away. Online access offers the ease of 24-hour access to your investment and checking account, including real-time tracking of account positions, activity, balances, and real-time quotes. You'll receive the information you need, in step with the convenience you want.
Stop by to meet with a U.S. Bancorp Investments financial professional located at your local branch or call 1-800-888-4700 to simplify your financial world with the U.S. Bancorp Investments AMA today!
*Associated fees may apply based on account balance.
**Checking accounts and debit cards are products of U.S. Bank, N.A. Member FDIC.
***Transaction fees may apply for PIN transactions and ATM withdrawals at non-U.S. Bank ATMs. Checking That Pays is an option that can be added to any U.S. Bank personal checking account. Only Visa transactions (non-PIN) qualify for a cash rebate. Cash advances and ATM transactions do not qualify. Checking That Pays is not available to WorldPerks Visa Check Card holders. Minimum payout may apply.
†An investment in money market funds is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the funds.
For a prospectus containing more complete information on First American Fund, including investment policies, risks, fees and expenses, please contact your investment professional, call First American Funds investor services at 1-800-677-FUND, or visit us on the web at www.firstamericanfunds.com. Please read the prospectus carefully before you invest or send money.
FAF Advisors, Inc. serves as investment advisor to the First American Funds. First American Funds are distributed by Quasar Distributors, LLC, an affiliate of the investment advisor.
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Securities and Exchange Commission Rule 11Ac1-6
U.S. Bancorp Investments, Inc. has prepared the linked report pursuant to U.S. Securities and Exchange Commission rule 11Ac1-6 requiring quarterly reports of order routing practices. The report provides information on the routing of any order that the customer has not specifically instructed to be routed to a particular venue for execution. For these non-directed orders, U.S. Bancorp Investments, Inc. has selected the execution venue on behalf of its customers. View the U.S. Bancorp Investments, Inc. 11Ac1-6 report.
Insurance products, including annuities are available through U.S. Bancorp Insurance Services, LLC, U.S. Bancorp Investments, Inc., in Montana U.S. Bancorp Insurance Services of Montana, Inc., and in Wyoming U.S. Bancorp Insurance & Investments, Inc. All are licensed insurance agencies and subsidiaries of U.S. Bancorp and affiliates of U.S. Bank. Policies are underwritten by unaffiliated insurance companies and may not be available in all states. |
| NOT A DEPOSIT |
NOT FDIC INSURED |
| NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY |
| MAY LOSE VALUE |
NOT GUARANTEED BY THE BANK |
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Investment products and services are available through U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment advisor and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.
* U.S. Bancorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC is not a tax advisor. When it is appropriate, you are encouraged to seek professional tax advice.
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