Open an IRA with a robo-advisor.

Open an IRA before April 15 for potential tax savings.

One of the easiest ways to save for retirement is to invest in an IRA that is managed and monitored for you. And, if you open an IRA before April 15 you may be able to take advantage of tax benefits.

It’s easier than ever with Automated Investor.

Automated Investor is one of the best robo-advisor values in the industry and takes the hassle out of managing your investments. We leverage the investment expertise of the Asset Management Group, a team of specialists from our affiliate U.S. Bank, to help inform our automated investing approach.

Opening an IRA is easy. All you need to know is your timeline and what level of risk you're comfortable with. Your portfolio can include a range of investments that reflect how conservative or aggressive you'd like to be. After that you can leave the investment management to us.

Still not sure? Access to a financial advisor is just a phone call away.

3 easy steps

How to open an IRA:

  1. Select "Apply for an IRA" and log in
  2. Fill out application for an IRA with Automated Investor
  3. Fund the account

Apply for an IRA

Automated Investor is exclusively available to current customers.

Not a customer yet? We can help you get started quickly — just call 866-897-3929.

About your April 15 deadline

  • Each year there is a maximum you can contribute. If you open an IRA before April 15 you can count that contribution towards last year’s limit. Check your contribution limits.
  • If you open a Traditional IRA, eligible contributions made before April 15 can be deducted on your 2019 taxes.

Why should you open an IRA?

An IRA is an investment account that allows you to save for retirement.

Here’s why IRAs are great:

  • You won’t pay taxes on gains as long as the money stays in your IRA.
  • Investment gains are compounded year over year, which means you have the opportunity to earn more from the money that's reinvested.
  • With a traditional IRA you might qualify for annual tax deductions or with a Roth IRA you won’t pay taxes when you withdraw the money at retirement.

Apply for an IRA

Automated Investor is exclusively available to current customers.

Not a customer yet? We can help you get started quickly — just call 866-897-3929.

Common questions about IRAs

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