Automated investing that fits your life

Whether you're just starting out or well on your way, Automated Investor can help you work toward your goals, such as growing your wealth, getting ready for a major purchase or investing for retirement. With automatic rebalancing and human help when you need it, you can stay on track and in control.

Automated Investor is currently only available to existing clients of U.S. Bancorp Investments and its affiliate U.S. Bank. Not a customer yet? We can help you get started - just call 866-758-8655.

Investments selected by experts

Life gets busy. With Automated Investor, you choose your goal and we do the rest. Our investment experts create portfolios of low-fee exchange-traded funds (ETFs)1 across a range of global asset classes that align with your goal. At any time, you can adjust your goal if plans change.

Adjusts as markets change

Gain peace of mind knowing that your investment portfolio will be automatically rebalanced based on market movements. Automated Investor continually monitors your account and makes adjustments whenever needed to help keep you on track.

Low minimum investment

You can start investing with Automated Investor with just a $1,000 minimum investment. Annual fees are 0.24%, billed quarterly.2 That means that for every $1,000 invested you will pay $0.60 every three months (based on rate of $0.20 per month).

Compounding growth

Compound growth is when you earn money on the growth (or interest) you earned previously. Compounding makes your money grow faster because you have the opportunity to earn more from the money that's reinvested. Automated Investor aims to take advantage of this for you.

Choose your preferences. Begin investing in minutes.

To get started with Automated Investor, answer a few simple questions to tell us about your goals, investment preferences and time frame. We'll use this information to select a diversified mix of investments that fits your needs best.

Your portfolio is then put to work, automatically adjusting for market conditions and implementing tax-efficient strategies, such as tax-loss harvesting, with the objective to maximize returns, minimize risk and help you save on taxes.

A tailored approach to your investment mix

Experiment by moving the risk selection slider left or right to see how the investment mix chart changes.

  • Low-risk tolerance
  • Medium-risk tolerance
  • High-risk tolerance



Fixed Income

Real Estate

The investment portfolios shown are for illustrative purposes. Depending on your goal and target date, the investment strategy may differ.

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Help is available when you need it

You're not alone on your investing journey. We have online resources and human support to help you along the way.

When you want offline help, we're here for you. Wealth professionals are available to provide you with insight and answer any questions you may have about Automated Investor. Call 866-758-8655 to talk with one of our knowledgeable financial professionals.

Ready to get started?

Start investing toward a financial goal without adding to your to-do list. If you're ready, use one of the buttons here to either begin investing with Automated Investor or explore the other types of investment options we offer.

Frequently asked questions

Get answers to your Automated Investor questions. Start here or view all FAQ.

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Start of disclosure content
  1. 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.

  2. 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.

  3. Cumulative rolling returns at month-end for periods ending 3/31/2004 through 3/30/2024. 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.

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Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Investments is a marketing logo for U.S. Bancorp Investments Inc.

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.

U.S. Bancorp Investments and its 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.

IMPORTANT: The projections or other information generated by Automated Investor regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Investing involves risk, including possible loss of principal.

U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary is available for review.

Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via An investor brochure describing BrokerCheck is also available through FINRA.

Past performance and market conditions do not guarantee future results. There is no assurance that a particular investment mix or hypothetical performance shown will lead to actual investment results or performance. Diversification and asset allocation strategies do not guarantee low volatility, profit or protection against loss. There is no guarantee that you will achieve your goal within your time horizon, or over a longer time period by using Automated Investor. You are responsible for providing accurate and up to date information about your goal, time horizon, and risk tolerance.

If you have any questions or concerns, contact us to consult with an investment professional 866-758-8655. The illustrative portfolios cannot account for the impact that economic, market, and other factors may have on an actual investment portfolio.

Municipal Securities Education and Protection– U.S. Bancorp Investments is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at

U.S. Bancorp Investments Order Processing Information.