KNOWLEDGE BASE

What kinds of investment accounts do you have, and how can I manage them?

At U.S. Bancorp Investments, we have several ways to help you reach your money goals. You can even manage your investments online or through the U.S. Bank Mobile App.

You can choose to do it yourself with self-directed services or let our Automated Investor help manage your money for you. Self-directed services are great if you want to stay involved and make your own choices. The Automated Investor is more hands-off; it’s a good option if you’re new to investing or don’t have a lot of time.

Our Wealth Management advisors are also here to help. They can assist with managing your investments or help with any questions you have. Just remember, you need to be at least 18 years old to open an investment account.

Here are the types of investment accounts we offer:

  • Individual accounts: For one person who wants to invest on their own.
  • Joint accounts: For two or more people that want to invest together and share equal ownership rights.
  • Individual Retirement Accounts (IRAs): For people who want to save money for retirement.
  • Trust accounts: For people who want to set aside money or property for someone else’s benefit.
  • Custodial accounts: For kids under 18 who have money or property. An adult manages the account until the child turns 18.
  • Corporate/Non-corporate accounts: For businesses; these are managed by someone in charge, like the owner or president.

If you have any questions or need assistance, please contact a Wealth Management advisor at 855-240-7726.

View our Investing page to learn more.