Explore two easy ways to invest for your future.

Get started with investing options that give you the flexibility to engage on your terms, with low minimums and less cost. Invest on your own with a self-directed brokerage account or work virtually with a team of financial advisors who can provide guidance and support when you need it.

Collaborate with an advisor

Invest on your own

Designed for

Investors who want to collaborate with a financial advisor via video or phone to develop a personalized financial plan and provide ongoing support.

Investors who want to create and manage their own portfolio in a self-directed brokerage account.

Type of investments

Get matched to a professionally built portfolio that’s aligned with your investing objectives and preferences.

Choose from stocks, bonds, options, exchange-traded funds (ETFs)1and over 10,000 mutual funds to trade.

Ongoing support

Access to a team of licensed financial advisors who provide personalized guidance, including an annual progress review.

Access to digital educational resources and transactional customer service support.

Starting balance

$25,000 minimum

$0 minimum

Pricing

Varies based on assets under management, asset allocation and account type.

$0 commissions2for stock and ETF trades online, with no annual account fee.

Start investing or learn more

Designed for

Collaborate with an advisor

Investors who want to collaborate with a financial advisor via video or phone to develop a personalized financial plan and provide ongoing support.

Invest on your own

Investors who want to create and manage their own portfolio in a self-directed brokerage account.

Type of investments

Collaborate with an advisor

Get matched to a professionally built portfolio that’s aligned with your investing objectives and preferences.

Invest on your own

Choose from stocks, bonds, options, exchange-traded funds (ETFs)1and over 10,000 mutual funds to trade.

Ongoing support

Collaborate with an advisor

Access to a team of licensed financial advisors who provide personalized guidance, including an annual progress review.

Invest on your own

Access to digital educational resources and transactional customer service support.

Starting balance

Collaborate with an advisor

$25,000 minimum

Invest on your own

$0 minimum

Pricing

Collaborate with an advisor

Varies based on assets under management, asset allocation and account type.

Invest on your own

$0 commissions2for stock and ETF trades online, with no annual account fee.

Start investing or learn more

Collaborate with an advisor

Invest on your own

Self-directed investing is only available to current 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.

Looking for a higher level of support?

Partner with a dedicated financial advisor who can provide comprehensive financial planning and investment guidance to address your more complex financial needs. You’ll get one-on-one guidance to help you move toward the future you envision. Our Wealth Management Advisors work with clients with investment balances of $100,000 or more.

Learn more

How do I start investing?

If you're newer to investing, you'll want to consider your short- and long-term goals, your tolerance for risk, how much you plan to invest, and whether you feel comfortable investing on your own or want the guidance of a financial advisor.

A good way to start investing for your future is through an individual retirement account (IRA). This tax-advantaged account allows your money to grow on a tax-deferred or tax-free basis, depending on the type of IRA you open. Work with a financial advisor from our team of advisors to help determine which type of IRA is the best fit. Or, if you're confident and know which IRA is right for your situation, you can open an IRA yourself with self-directed investing and build it using our helpful resources.

Not sure where to start?

Have questions about how to get started or which option is best for you? We're here to help. Just give us a call at 844-235-8368 or schedule an appointment online.

Schedule an appointment

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Read our up-to-date reports on economic events and news from the markets.



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Is managing your own IRA right for you?

If you’re the type of investor who likes to do your own research, managing your own IRA could be a good option for you. Review the pros and cons of a self managed individual retirement account.

Read article

How to handle market volatility

Understanding the why behind market volatility can help you manage your risk. Here are five strategies for handling market volatility.

Read article

Next step

Call 844-235-8368
Schedule an appointment
Open a self-directed account
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Disclosures

  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. No trading fees applies to online equity trades, exchange traded funds (ETFs), closed-end funds and no-load mutual funds. For options, there is a fee of $4.95 per order, plus $1.00 per contract. Mutual funds with sales loads are subject to applicable sales charges according to the prospectus. Find out more about fee information on our self-directed brokerage fees page.

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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.

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

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For U.S. Bancorp Investments and U.S. Bancorp Advisors:

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 Investments and U.S. Bancorp Advisors are 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.

For U.S. Bancorp Investments:

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 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.

U.S. Bancorp Investments Order Processing Information.

For U.S. Bancorp Advisors:

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.

Please refer to our Terms and Disclosures.