Limited time offer! Pay no advisory fees for your first year of Automated Investor.1
Investing made easy
Set your goal and let Automated Investor do the rest.
Choose your financial goal and risk tolerance – our low-fee automated investing solution will create, monitor, and rebalance your investment portfolio as needed. With investment plans personalized to your situation and access to a financial advisor when you need it, help is just a phone call away.
Automated Investor is one of the best robo-advisor values in the industry. Learn more about robo-advisors.
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.
Take the next step online or schedule an appointment with a financial advisor to guide you through the process.
Have questions? Call 866.758.8655
See how our online investing service works.
Choose a goal
See how time, dollars and risk level can affect your goal
Benefits of Automated Investor
Our smart auto-investing technology makes adjustments as needed, so you can spend your time on other things.
Limited time offer
First year free1
- Pay no advisory fee for your first year, then just 0.24% on invested assets. That’s just $12 per year for a $5,000 investment.3
- No commission or fees on individual trades
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
Access to expertise
- Receive a free annual Financial Health consultation with a licensed financial advisor in the Advisory Center
- Robo-investing with a human touch - Get 24/7 phone support
What is a robo-advisor?
A robo-advisor monitors and manages your investments automatically—so you can easily stay on track as you work towards your goals.
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.
INVESTMENTS:
Conservative: You prefer to balance stability and return so as to reduce the risk of significant losses.
INVESTMENTS:
Moderate: You prefer a balance of lower-risk steadier returns and higher-risk growth investments.
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.
Automated Investor continuously monitors and adjusts your investment profile through portfolio rebalancing and tax-loss harvesting.
Learn more from our Automated Investor FAQ
Take the next step.
- Choose your goal.
- Get your personalized portfolio.
- Open and fund your Automated Investor account.
Enjoy your first year with no advisory fees.1
Exclusively from U.S. Bancorp Investments.
Have questions? Call 866.758.8655
