What types of investment accounts are available?

We (U.S. Bancorp Investments) have many options available to fit your needs and financial goals.  This includes:

  • Individual and joint accounts
  • Individual Retirement accounts (IRAs)
  • Trusts
  • Custodial accounts
  • Corporate and non-corporate investment accounts

You can manage your investments a few different ways. 

  • With a Wealth Management advisor.
  • Using our Automated Investor online.
  • Build and manage your own portfolio online using our self-directed investing services. 

Please note, you must be at least 18 years old to open any investment account.

If you have any questions or need assistance, please contact our Wealth Management Advisory Center at 855-240-7726.

View our Investments page to learn more. 

More information

Individual accounts are designed for the person that wants to invest by themselves.

Joint accounts are for two or more people that want to invest together and share equal ownership rights.

Individual Retirement accounts (IRAs) are intended for people that want to save money for their retirement.

Trust accounts are for people with assets (i.e., money, property) who want them held for the benefit of one or more beneficiaries.

Custodial accounts are for minors (under the age of 18) that have assets that need to be held. It's opened and managed by a custodian who acts as a fiduciary until the minor turns 18.

Corporate/Non-corporate accounts: This is for corporations and businesses and managed by an authorized officer of the company (e.g., owner, accountant).