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Systematic Periodic Investment Plan to Mutual Funds
Systematic investments are an easy way to accumulate assets and take advantage of dollar cost averaging (buying more shares when prices are low) by allocating pre-determined periodic investments into mutual funds.
  • To minimize your uninvested cash, your money market fund or other mutual fund can be linked to your U.S. Bank or other bank checking or savings account. Automatic transactions from bank to money market (or vice versa) occur on the 5th or 20th of each month.
  • Systematic investments do not assure a profit and do not protect against a loss in declining markets. Since systematic investing involves continuous involvement in the market regardless of fluctuating price levels of securities, you should consider your financial ability to continue your purchases through periods of low price levels.
  • To begin systematic investments into a money market fund or other mutual fund, please contact your financial professional or customer service at 800-888-4700 for more details.

To establish a systematic investment plan, contact a Financial Advisor, or call U.S. Bancorp Investments at 800-888-4700. Calls are answered 24 hours a day, 7 days a week.



Systematic investments do not assure a profit and do not protect against a loss in declining markets. Since systematic investing involves continuous involvement in the market regardless of fluctuating price levels of securities, you should consider your financial ability to continue your purchases through periods of low price levels.




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.

Investment products and services are available through U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through U.S. Bancorp Insurance Services, LLC, 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. CA Insurance License Number OE24641.
NOT A DEPOSIT NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
MAY LOSE VALUE NOT GUARANTEED BY THE BANK
U.S. Bank is not responsible for and does not guarantee the products and services, or the performance of the products or services, offered by its affiliates or by third parties.

* 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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