Investing made easy
Set your goal, let Automated Investor do the rest
Our low-fee automated investing solution combines the convenience of a robo-advisor with the personalization of a professionally managed portfolio. After setting up your goal and risk tolerance, we’ll monitor and rebalance your investments as needed. Unlike some robo-advisors, your investment plans are personalized to your situation and assistance from a financial professional is just a phone call away.
Get started in 1-2-3
- Pick your goal – saving for a major purchase, investing for retirement or building your wealth
- Get an automated investing plan customized for meeting your goal
- Smart technology continually monitors and adjusts your investments to keep your plan on track
Exclusively from U.S. Bancorp Investments. Log in to open an account, call 866.758.8655 or schedule a call.
Choose a goal
See how time, dollars and risk level can affect your goal
Keep your extra cash working for you even if you have no particular goal in mind. ($5,000 minimum investment)
Benefits of Automated Investor
Our smart auto-investing technology makes adjustments as needed, so you can spend your time on other things.
Low minimum, low fees
- Get started with a $5,000 investment
- No commission or transaction fees on trades
- We’ll bill you 0.125% quarterly, that’s an annual total of 0.50% in fees
- One login to access all your accounts on desktop and mobile
- All your assets in one place means seeing your complete financial picture in a single view
- Set-up easy account transfers
- We’ll automatically implement a tax-efficient approach for your portfolio, so you don’t have to
Investments tailored just for you
Our automated investing technology easily determines the right mix of investments for you based on how comfortable you are with risk.
Conservative: You prefer to balance stability and return so as to reduce the risk of significant losses.
Moderate: You prefer a balance of lower-risk steadier returns and higher-risk growth investments.
Aggressive: You are willing to accept a high level of investment risk in pursuit of higher returns.
Asset allocations shown are for illustration only and not indicative of any particular investment.
Simply tell us about your goals, comfort with risk and timeframe. Our investment professionals will target a portfolio personalized for you. You can easily see your progress any time on your dashboard.