About self-directed investing

For DIY investors, self-directed investing allows you to trade stocks, mutual funds, exchange-traded funds (ETFs)1 and options, directly online. When you open a self-directed brokerage account, you choose what you would like to invest in, as well as when you would like to buy, sell or trade investments in your portfolio.

Our self-directed brokerage accounts let you manage your investments independently. Trade stocks, ETFs, mutual funds, bonds, and options online or through the mobile app. You can also place trades over the phone through the U.S. Bancorp Advisors Client Service Center at 800-634-1100 (additional fee applies). Plus, enjoy free access to online tools and resources to help you make informed decisions.

Self-directed investing is a great option for individuals who have experience with investments and trading online.

Getting started

  • Before you open an account, it is best to determine how much you want to invest, explore the types of investments you would like to have in your portfolio, weigh the benefits and risks of those investments and feel comfortable managing your own account.

  • Once you are ready to start, you can apply for a self-directed brokerage account through our online application. Currently, self-directed investing is only available to existing clients of U.S. Bancorp Advisors, U.S. Bancorp Investments and their affiliate U.S. Bank. Not a customer yet? We can help you get started.

  • You can also call us for personal help with your application at 800-634-1100.

You can begin trading as soon as your account is approved and funding received.

There are no commissions on stock and ETF trades made online, and no annual account fee. Find out more fee information on our brokerage fees page.

There is no minimum to open a self-directed account.

You have the option of opening different types of accounts when you choose self-directed investing, including:

  • Individual accounts

  • Joint accounts

  • Traditional IRAs

  • Roth IRAs

  • SEP IRAs

You must have an existing U.S. Bank, U.S. Bancorp Advisors or U.S. Bancorp Investments relationship and access to your accounts online to open any of these self-directed investing account types. Other account types not listed are not available for self-directed investing at this time. 

Yes, you can open a traditional IRA, a Roth IRA or a SEP IRA with a self-directed brokerage account.

Managing your investments

With our consolidated dashboard, accessing all your accounts in one place is easy. Log in at usbank.com or the U.S. Bank mobile app using your User ID and Password to view your accounts from your dashboard. Click on the Investments menu to view your U.S. Bancorp Advisors account details along with markets and research information and tools.

Not currently enrolled for online access to U.S. Bank or U.S. Bancorp Advisor accounts? Get started by visiting usbank.com and clicking “Enroll in online banking” under Account login.

Call 800-634-1100 to speak with a representative. You’ll be asked to fill out a form and return it to us.

Get help with your portfolio

  • Your self-directed brokerage account provides access to a comprehensive suite of investment tools including stock, ETF, and mutual fund reports and screeners to help you with your investment objectives.
  • Stay informed with real-time market news, insights and detailed quotes on your current and prospective portfolio holdings.

For personalized support, connect with an investment professional by calling the U.S. Bancorp Advisors Client Service Center at 800-634-1100.

Looking for professional guidance to manage your investments?

Partner with a team of experienced financial advisors to craft a personalized financial plan tailored to your unique goals. Using a collaborative approach and advanced wealth planning technology, we’ll simplify your investment decisions and help you stay on track.

  • Tailored support: Work with a team of advisors who create strategies aligned with your financial needs.
  • Flexible access: Connect with us on your terms—via phone, email or video.
  • Collaborative investing: Simplify your financial life while making your investments work harder for you.
Work with a team of advisors

Take the next step

Call 800-634-1100
Request a call
Open an account
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Disclosures

Please refer to our Terms and Disclosures.

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  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.

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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 Advisors.

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

Brokerage and investment advisory products and services are offered by U.S. Bancorp Advisors, LLC, an SEC-registered broker-dealer, investment adviser, member FINRA / SIPC, and subsidiary of U.S. Bancorp and affiliate of U.S. Bank, N.A.

Insurance services are offered by USBA Insurance Services, a dba of U.S. Bancorp Advisors, having a California domicile and principal place of business at 800 N. Brand Blvd., 16th Floor, Glendale, CA 91203, CA Insurance License #6011694. Products may not be available in all states.

U.S. Bancorp Advisors 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.

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.

Municipal securities education and protection – U.S. Bancorp Advisors 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 www.msrb.org.