Transferring funds into an investment account is as easy as making an internal transfer. If you want the transfer to be on the same day, it needs to be done before 8 p.m. ET. Transfers made after that time, or on weekends or holidays, are completed the next business day.

To transfer money into an investment account using online banking

1. Select Transfer & pay at the top of the page, then choose Internal transfers.
2. Select the account to transfer funds from, then choose the investment account to send funds to and select Continue.
3. Complete the remainder of the form, then select Continue. 
   • Required: Enter the amount to transfer.
   • Optional:
     • Mark the checkbox for Repeat this transfer, if you want it to recur.
     • Change the date, if you want it to be sent on a future date.
     • Future dated transfers (recurring and individual) have the option to add a memo.
4. Review the information. If correct, select Send transfer.

To transfer money into an investment account using the U.S. Bank Mobile App

1. Select Transfer & pay, then choose Make an internal transfer.
2. Choose the account to transfer funds from and select Continue.
3. Select the account to transfer funds to and select Continue.
4. Complete the remainder of the form, then select Continue.
   • Required: Enter the amount to transfer.
   • Optional: 
     • Mark the checkbox for Repeat this transfer, if you want it to recur.
     • Change the date, if you want it to be sent on a future date.
     • Future dated transfers (recurring and individual) have the option to add a memo. 
5. Review the information. If correct, select Send transfer.

More information

• Memos are not available for same-day transfers and have a 35 character limit.
• Transactions remain in a pending status as long as the funds aren't sent immediately and it's before the cutoff time.

To freely explore our digital banking services without using your own account, visit our Digital Banking Simulators page. If you'd like a step-by-step tutorial on how to use a specific service or feature, check out our Digital Explorer page.