Automated Investor

Terms, conditions and fees for accounts, products, programs and services are subject to change.

This offer is valid for clients who are 18 years or older, who open a new U.S. Bancorp Investments Automated Investor account between September 12, 2023 and December 31, 2023 (the “Promotion Period”) and satisfy the eligibility conditions described below. Eligible investors can earn a maximum cash bonus of $100.

To qualify, the entire amount of cash or securities to fund the account must be “New to U.S. Bancorp Investments,.” i.e., the cash and securities funding the account must not have been previously held as existing balances in any U.S. Bancorp Investments accounts and any amounts transferred from such existing balances will not count towards qualification for the cash bonus. Offer is not valid if you have received other Automated Investor cash bonus offers within the past 24 months. The account is offered by U.S. Bancorp Investments Inc., an investment advisor and broker-dealer subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

The $100 bonus offer is valid when you open an Automated Investor Account during the Promotion Period and fund with a minimum of $1,000 (the “Threshold Amount”) of new cash and/or securities within 30 days of opening. Once the account is funded with the Threshold Amount, and in good standing, the Threshold Amount must be maintained in the Automated Investor Account for 120 days in order to qualify for the $100 bonus. Market fluctuation after deposit will not affect the calculation of the Threshold Amount for purposes of determining qualification.

The annual advisory fee for an Automated Investor Account is currently 0.24% of invested assets, billed quarterly with a minimum investment of $1,000. Your annual advisory fee does not include ETF fees and expenses that are reflected in the daily pricing of the fund or other account level fees as described in our Automated Investor Wrap Fee Program Brochure. Limit one bonus per customer. Assets in multiple accounts will not be aggregated for purposes of meeting the Threshold Amount.

If you meet the requirements and qualify for the bonus offer, your account will receive the bonus within 5 to 7 months of account opening. Offer applies to non-qualified investment accounts and IRAs that are eligible for and enrolled in Automated Investor. However, this offer is not available to Rollover IRAs coming from an employer sponsored retirement plan.

If you open multiple accounts, the bonus will be paid only once and to the account with the highest threshold amount during the Promotion Period. All accounts are subject to approval and applicable terms and fees. Account must be open, funded, and in good standing at the time the bonus is paid.

This offer is not transferable and should not be viewed or construed as a recommendation or solicitation to invest in a security or a particular type of security or securities account, nor should it be considered fiduciary investment advice or a suggestion that Automated Investor or a USBI brokerage or advisory account is appropriate for you or in your best interests.

You understand and agree that any taxes relating to the receipt of the bonus are your responsibility. Offer void where prohibited. The value of the bonus you receive may constitute taxable income. U.S. Bancorp Investments may issue an Internal Revenue Service Form 1099 (or other appropriate form) to you that reflects the value of the bonus.

U.S. Bancorp Investments reserves the right to restrict or revoke this bonus offer at any time. Other terms and conditions may apply. Offer is not valid for non-U.S. residents. Certain states and local jurisdictions have laws that limit or restrict public employees from accepting items of value from vendors such as U.S. Bancorp Investments that provide services to public institutions. Some public entities such as governments, state universities, health care organizations, etc., also have internal policies that may contain similar restrictions. If you are a public official or employee, you should determine if one of these laws or internal policies applies to you. By accepting the bonus, U.S. Bancorp Investments assumes that you are in compliance with your jurisdiction's laws and institution's internal policies.

U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

Exchange Traded Funds (ETFs) are subject to risks similar to those of stocks, such as market risk. Investing in ETFs may bear indirect fees and expenses charged by ETFs in addition to its direct fees and expenses, as well as indirectly bearing the principal risks of those ETFs. ETFs may trade at a discount to their net asset value and are subject to the market fluctuations of their underlying investments.

Annual advisory fee is 0.24% of invested assets, billed quarterly with a minimum investment of $1,000. Your annual advisory fee doesn’t include ETF fees and expenses which are reflected in the daily pricing of the fund, or other account level fees as described in our Automated Investor Wrap Fee Program Brochure.

Cumulative rolling returns at month-end for periods ending 3/31/2002 through 3/31/2022. Indices used to illustrate the markets are: S&P 500 for stocks, Barclays Aggregate Index for Bonds, DJ Equity AI REIT TR USD Index for real estate. Historical market performance does not include any advisory fees or fund fees. Past performance is no guarantee of future results. Automated Investor portfolios are not intended to mimic any particular index, and investors cannot invest directly in any index.