KNOWLEDGE BASE

How do I find my financial wellness assessment?

Visit our Financial Wellness Assessment page at usbank.com, or follow the steps below to access it.

U.S Bank Mobile App steps:

For the best mobile banking experience, we recommend logging in or downloading the U.S. Bank Mobile App.

  1. Open the main menu and select Explore accounts & offers.
  2. At the top of the page, choose Moments.
  3. Select one of the following life moments.
    • Buying your first home
    • Buying your next home
    • Planning for the future
    • Getting married
    • Starting a family
  4. Scroll to the Related products & tools section and select financial health assessment, then Start The Assessment