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 (usually in minutes), 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.
3. Enter the amount to transfer.
4. Optional: Mark the check box next to Repeat this transfer if you want us to automatically move these funds on a regular basis.
5. Change the date if you want it to be sent after today.
6. Optional: Enter a memo for your records.
7. Select Send transfer. Review the information. If it’s correct, select Send transfer once more.

To set up a transfer into an investment account using the U.S. Bank Mobile App

1. Select Transfer & pay, then choose Make an internal transfer.
2. Select the account to transfer funds from. Then choose the investment account to send funds to.
3. Enter the amount you'd like to transfer.
4. Optional: Select the toggle button next to Repeat this transfer if you want us to automatically move these funds on a regular basis.
5. Change the date if you want it to be sent after today.
   Note: The memo option is only available using online banking.
6. Select Transfer. Review the information. If it’s correct, select Transfer once more.

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.