Automated Investor

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.

  1. Pick your goal. Save for a major purchase, invest for retirement or build your wealth.
  2. Get a plan. Get an automated investing plan customized for meeting your goal.
  3. Keep your plan on track. Smart technology continually monitors and adjusts your investments for you.

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.

Start investing   Schedule a call

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.

  • 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.

As low as $1 a month

  • Annual advisory fee is 0.24% of invested assets. With a minimum investment of $5,000, that's just $12 per year.2
  • No commission or fees on individual trades
  • Automated Investor 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
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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

Our Automated Investor approach

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.

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Easily save for retirement.

As an easy, managed-for-you option, Automated Investor can be a great choice for managing retirement accounts (IRAs). Open an IRA to take advantage of potential tax benefits.

IRAs with Automated Investor

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

INVESTMENTS:

Fixed Income 70%
Equities 30%
Real Estate 0%

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

Risk: Moderate

INVESTMENTS:

Fixed Income 40%
Equities 54%
Real Estate 6%

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

Risk: Aggressive

INVESTMENTS:

Fixed Income 10%
Equities 77%
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.

Learn more from our Automated Investor FAQ

Take the next step.

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

Enjoy low competitive pricing. Get started with a $5,000 minimum investment.

Exclusively from U.S. Bancorp Investments

Start investing   Schedule a call

Have questions? Call 866-758-8655