You can do a variety of things with your investment accounts depending on your goals and how involved you want to be. Here's a breakdown of what’s available:

Self-Directed Investing

• You manage your own portfolio.
• Trade stocks, bonds, Exchange-traded funds (ETFs), mutual funds, and options.
• No minimum balance required.
• Access to tools like goal setting, risk quizzes, and market simulators.

Guided Investing with Advisors

• Work with a financial advisor via phone or video.
• Get a personalized financial plan and ongoing support.
• Advisors help match you to professionally built portfolios.

Automated Investor

• Uses software to manage a portfolio of low-cost ETFs.
• No human advisor but includes features like automatic rebalancing and tax-loss harvesting.

Safety & Protection

• Accounts are protected by Securities Investor Protection Corporation (SIPC) (up to $500,000, including $100,000 for cash).
• Your data is encrypted and secured.
• The U.S. Bank Mobile App follow strict privacy practices.

Digital Tools & Access

• Manage your accounts through usbank.com or the U.S. Bank Mobile App. 
• View market news, investing insights, and educational resources.
• Set up recurring mutual fund purchases, use dividend reinvestment, and explore margin trading if eligible.
• View your investment details by checking your account balances, holdings, and transaction history. You can also see the status of open orders.
• Buy and sell stocks, mutual funds, and options directly from the mobile app.
• Access stock quotes, company news, and interactive charts.