
1. Choose your financial goal.
Whether your goal is retirement, working toward a big purchase or to invest your money, our automated investing experience can help you get there.
Automated Investor is a robo-advisor that combines our investing expertise with technology to manage your investments as you work toward retirement. We also offer human help, as our financial professionals are just a phone call away.
Invest for retirement with a low minimum initial investment.
Annual fees are 0.24% of invested assets, billed quarterly.1 Pay no commission or fees on individual trades.
Call 866-758-8655 to talk to a financial professional.
Automated Investor removes the guesswork of investing and allows you to make your money work for you.
Our professionals choose a portfolio that has 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 plans change.
Automated Investor continually monitors your account for you. If our robo-advisor is alerted that your portfolio value has changed, impacting your progress toward your goal, Automated Investor will rebalance your portfolio.
Our robo-advisor can be used to open a traditional, Roth or SEP IRA. If you have a 401(k) from a previous employer, you can rollover2 those funds into an IRA managed by Automated Investor.
Keep in mind that all investing comes with risk. Unlike savings, investment accounts are not FDIC-insured and may lose value.
We invest your money in low-fee exchange-traded funds (ETFs) that suit your goal.3 We do all the work for you.
Whether your goal is retirement, working toward a big purchase or to invest your money, our automated investing experience can help you get there.
Answer three short questions about your comfort with investment risk.
See different simulated investment scenarios to discover how they may impact your total contributions. Keep in mind, this is hypothetical, and your account value will change depending on market conditions and returns are not guaranteed.
Check it off your to-do list and know that your money is working hard for you.
Keep in mind that all investing comes with risk, and unlike savings accounts, investments are not FDIC-insured.
Get answers to your Automated Investor questions. Start here or view all FAQ.
Automated Investor is U.S. Bancorp Investments’ robo-advisor. Like many other robo-advisors, it uses a set of investing rules run by advanced computer software to manage your investments automatically in an investment advisory account.
You provide the robo-advisor information about your investment goals, your comfort with financial risk and when you would like to reach your goal. The robo-advisor will monitor your mix of investments to make trades for you to help keep you on track to your goal.
You contribute taxable income into a Roth IRA, and any investment growth accumulated tax-free and is not taxed upon withdrawal. In comparison, any income your Traditional IRA investments earn will not be taxed until you start taking distributions. Learn more about types of IRAs.
Only U.S. Bancorp Investments customers or customers with an account with our affiliate U.S. Bank who have a customer login can apply to Automated Investor online. We can help you get started quickly with a customer login – just call 866-758-8655.
Yes, you can easily do both. Learn how we make rollovers easy.
If you are an existing customer of U.S. Bancorp Investments or our affiliate U.S. Bank who is exploring your investment opportunities, there are several different types of robo-advisor accounts that can be opened, including:
Individual accounts
Joint accounts
Traditional IRAs
SEP IRAs
Roth IRAs