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Investments and Wealth Management

Let us help you take the next step toward financial success.

Investments and Wealth Management

We offer comprehensive wealth management services including financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank to help you work toward your financial goals. We also offer financial planning, investment management and brokerage solutions from U.S. Bancorp Investments, Inc.

Products and Services

Products and Services

You'll find the investment products and financial services that may help you reach your goals and simplify your financial life.

Your Goals

Your Goals

We'll work with you to identify your unique goals and help chart a course that’s appropriate for you.

Private Client Services

Private Client Services

If you have investment assets of $100,000 or more with us, you can take advantage of Private Client Services.

Market & Economic Commentary (PDFs)

Investment and insurance products and services are:

Not a Deposit Not FDIC Insured May Lose Value Not Bank Guaranteed Not insured by any Federal Government Agency

For U.S. Bank:

Deposit products offered by U.S. Bank National Association. Member FDIC.

U.S. Bank is not responsible for and does not guarantee the products, services or performance of affiliates.

For U.S. Bancorp Investments, Inc.:

Investment products and services are available through 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 including annuities are available through U.S. Bancorp Insurance Services, LLC, and U.S. Bancorp Investments, Inc.; in Montana, U.S. Bancorp Insurance Services of Montana, Inc.; and in Wyoming, U.S. Bancorp Insurance & Investments, Inc. All are licensed insurance agencies and subsidiaries of U.S. Bancorp and affiliates of U.S. Bank. Policies are underwritten by unaffiliated insurance companies and may not be available in all states. CA Insurance License # OE24641.

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 800-289-9999 or via www.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

Get Started

Invest with an Advisor

Work with a dedicated advisor. For people with $100,000 or more to invest.

Call to Invest

Talk to a Financial Consultant at U.S. Bancorp Investments. For people with $1,000 - $100,000 to invest.

Invest on Your Own

Set up a self-directed online brokerage account or IRA account with U.S. Bancorp Investments.

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