What is Automated Investor?

Automated Investor is a robo-advisor that combines our investing expertise with technology to automatically manage your investments. We also offer human help. Our financial professionals are just a phone call away.

Start investing with just $1,000.

Work toward your goal with a low minimum investment.

For every $1,000 you invest, pay only $0.20 a month in fees.

Annual fees are 0.24% of invested assets, billed quarterly.1 Pay no commission or fees on individual trades.

Get offline and online investing help.

Call 866-758-8655 to talk to a financial professional.

Automated Investor benefits

Start investing toward a financial goal without adding to your to-do list. Automated Investor from U.S. Bancorp Investments does the work for you.

Investments picked by experts

Our professionals select a mix of investments that are a good fit for your goal. Smart technology keeps you on track, with the ability to adjust your goal if your plans change.

Automatically adjusts to the market

Leave the trading to us. We continually monitor your account and automatically update your investment mix based on performance and when our market views change.

Potential tax savings

We monitor your portfolio to help you save on taxes with strategies like tax-loss harvesting.

Keep in mind that all investing comes with risk. Unlike savings, investment accounts are not FDIC-insured and may lose value.

Made for beginners to experts

Whether you know a lot or a little about investing, consider Automated Investor if:

  • You’re beginning investing.
  • You’re busy and want an easy, hassle-free way to manage your investments.
  • You want professional investment management for a low fee.

Investing made easy

We choose and invest your money in low-fee Exchange Traded Funds (ETFs) that suit your goal. We do all the work for you.2

Choose your financial goal.

Whether your goal is retirement, investing for a big purchase or to simply grow your money, our hassle-free investing experience can help you get there.

Tell us your comfort with risk.

Answer a few questions to let us know how much investment risk you’re comfortable with.

See your projected investment.

Explore different investment scenarios and what you could potentially have over time. Keep in mind, this is hypothetical and your account value will change depending on market conditions. Returns are not guaranteed.

Get started.

Automated Investor is exclusively for customers of U.S. Bancorp Investments and its affiliate U.S. Bank. If you have questions about a current account, call 866-758-8655. 

Frequently asked questions

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

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Disclosures
  1. 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.

  2. 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.

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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.

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.

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 and Regulation Best Interest Disclosure are available for you to 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 https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

U.S. Bancorp Investments Order Processing Information.

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.