Automated Investor

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

  1. Pick your goal – saving for a major purchase, investing for retirement or building your wealth
  2. Get an automated investing plan customized for meeting your goal
  3. 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.

Start investing

See how our online investing service works

Choose a goal

 

See how time, dollars and risk level can affect your goal

  • Start planning for retirement now and put the power of time on your side. ($5,000 minimum investment)

    Risk level:

    This is for illustrative purposes only and not a guarantee or promise of performance. Learn more1

    Get started today

  • Plan for larger purchases by investing on a regular basis. ($5,000 minimum investment)

    Risk level:

    This is for illustrative purposes only and not a guarantee or promise of performance. Learn more1

    Get started today

  • Keep your extra cash working for you even if you have no particular goal in mind. ($5,000 minimum investment)

    Risk level:

    This is for illustrative purposes only and not a guarantee or promise of performance. Learn more1

    Get started today

Benefits of Automated Investor

Our smart auto-investing technology makes adjustments as needed, so you can spend your time on other things.

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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
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Convenience

  • 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
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Access to expertise

  • Receive a free annual Financial Health consultation with a licensed financial advisor by phone
  • Robo-investing with a human touch - Get 24/7 phone support from Wealth Management specialists

Our Automated Investor philosophy

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.

Risk: Conservative

Equities 70%
Fixed Income 30%
Real Estate 0%

Conservative: You prefer to balance stability and return so as to reduce the risk of significant losses.

Risk: Moderate

Equities 54%
Fixed Income 40%
Real Estate 6%

Moderate: You prefer a balance of lower-risk steadier returns and higher-risk growth investments.

Risk: Aggressive

Equities 77%
Fixed Income 10%
Real Estate 13%

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.

Automated Investor continuously monitors and adjusts your investment profile through portfolio rebalancing and tax-loss harvesting.

Take the next step

  1. Choose your goal
  2. Get your personalized portfolio
  3. Open and fund your Automated Investor account

Start with a $5,000 minimum investment. Try it free for 3 months.2

Exclusively from U.S. Bancorp Investments. Log in to open an account, call 866.758.8655 or schedule a call.

Start investing