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Invest On Your Own

Invest On Your Own

Access your U.S. Bancorp Investments accounts anytime, from anywhere with Investments Connect Online.

If you're an active, hands-on investor, U.S. Bancorp Investments, Inc. offers customers our Investments Connect Online website, putting all the tools you need at your fingertips. We make it easy for you to get connected and stay connected with the investment world anytime and from anywhere. You can manage your accounts, conduct research, place trades and much more. It’s intuitive and easy to use, with extra features including an Education Center where you’ll find helpful financial calculators as well as the most current information on a variety of financial topics.

  • With Investments Connect Online, you can:

    • Get account and portfolio information 24 hours a day from your computer or mobile device
    • View account balances, holdings, account activity, asset allocation and unrealized and realized gains/losses
    • Obtain real-time quotes, market news and research
    • Trade stocks, mutual funds and options and check trade order status
    • Access educational material and financial calculators
    • Securely receive electronic versions of your documents including trade confirmations, statements and tax documents, as well as enroll in e-delivery of prospectuses and proxies
    • Receive electronic notifications and alerts from our real-time messaging center
    • Transfer funds between your checking account and your U.S. Bancorp Investments account
    • Download activity to Quicken® and spreadsheets

    Types of investment accounts

    • Individual accounts are designed for single account holders only. The account holder must be 18 years of age or older.

      Joint accounts are designed for two (or more) account holders who have equal ownership rights in the account. Two types of joint accounts are available—tenants with rights of survivorship (JTWROS) and tenants in common.

      • Joint tenants with rights of survivorship (JTWROS): Upon death of an owner, all assets automatically transfer to the surviving account owner.
      • Joint tenants in common: Upon death of one owner, the deceased’s assets are distributed accordingly, while the surviving party's assets remain undisturbed and then transferred into an individual account.

      A Corporate/Non-Corporate account is established in the name of, and for the benefit of, a corporate or non-corporate entity and managed by authorized officers.

      A trust account is titled in the name of a trust and managed by trustees.

      A custodial account can be established for a minor, to be managed by a custodian, under applicable state UTMA/UGMA regulations.

    Types of retirement accounts

    Traditional IRA contributions accumulate on a tax-deferred basis. Qualifying contributions may be tax-deductible, and disbursements are subject to income taxes. Withdrawals prior to age 59½ may be subject to income tax penalties.

    A Roth IRA is similar to a traditional IRA, except that annual contributions are not tax deductible and distributions are tax-free under certain circumstances.

    A SEP IRA account provides retirement solutions for employers and their employees.

    Find out more about the different types of IRAs to choose from to save for retirement

    Talk to a Financial Consultant

    Do you prefer to invest on your own but want some guidance? Our Investments Connect Live Financial Consultants can provide guidance when you need it. You’ll receive personalized service, whether you need help with a trade or want help selecting investments and insurance products to help meet your objectives. Investments Connect consultants are available at 800-888-4700, Monday - Friday, 7:30 a.m. - 8:00 p.m. CT, or via email at

You can apply online to:

You can download a paper application:

You may also receive assistance by calling Investments Connect from U.S. Bancorp Investments at 800-888-4700 Monday through Friday, 7:30 a.m. - 8:00 p.m. CT.

U.S. Bancorp Investments, Inc. offers customers our Investments Connect Online website, putting the tools you need at your fingertips. Here are commonly asked questions.

  • With Investments Connect Online you can trade stocks, mutual funds, ETFs and options directly online. Orders for fixed income securities and other products such as life insurance and annuities can also be placed over the phone with an Investments Connect consultant. U.S. Bancorp Investments offers a range of investment products designed to help meet your personal investment goals, risk objectives and investment horizon. Take advantage of research, data and analytics to gather your own market research and make more confident investment decisions to build your portfolio.

  • You will be able to begin trading as soon as your account has been approved and we have received funding to open your account.

  • Please refer to the Schedule of Commissions and Fees for more information.

  • Please call Investments Connect at 800-888-4700, Monday – Friday, 7:30 a.m. to 8:00 p.m. CT. They can assist you in transferring an existing investment account to U.S. Bancorp Investments, Inc. by providing you an “Account Transfer Form” to be completed and submitted by mail to:

    U.S. Bancorp Investments, Inc.
    60 Livingston Avenue
    St. Paul, MN 55107

  • Investments Connect Online offers you a wide variety of investment tools, financial calculators, and educational material to help you determine if you’re on track to meet your investment objectives. Stay up to date and informed on financial markets with real-time market news, snapshots, and quotes on your current and prospective holdings in your portfolio. You may also receive assistance by calling our Investments Connect Financial Consultants at 800-888-4700 Monday through Friday, 7:30 a.m. - 8:00 p.m. CT.

Find What's Right for You

Use Our Calculators

Financial Planning

Wealth Management Services

Customize scenarios for:

  • Retirement
  • Education
  • 401(k)
  • Insurance

We’ll work with you to develop a plan that reflects your goals and dreams, and help you make informed choices about your future.

If you have investable assets of $100,000 or more, you can take advantage of Wealth Management Services.

Investment products and financial services are provided through U.S. Bank and/or its affiliate, U.S. Bancorp Investments.

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:

Equal Housing Lender Credit products are offered by U.S. Bank National Association and subject to normal credit approval. Deposit products are 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 U.S. Bancorp Investments .

For U.S. Bancorp Investments:

Investment products and services 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 # OE24641.

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 An investor brochure describing BrokerCheck is also available through FINRA.


Get Started

Apply online to open a U.S. Bancorp Investments Self-Directed Brokerage Account.

Apply online to open a U.S. Bancorp Investments Self-Directed IRA Account.

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