Skip Navigation: Internet Banking Login

Your browser's version is not compatible. Please upgrade your browser.
Cancel Icon

Frequently Asked Questions

Frequently Asked Questions

Here are frequently asked questions people may have at various stages of their financial life.

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

Ask Yourself...

Lifestage

Strategies to Consider

What does an efficient and effective financial relationship that frees up my time look like? What happens to my family if I'm gone?

Beginning a successful career and starting a family

Car loan, checking/savings/ Internet banking/billpay, estate administration, life/disability insurance, home mortgage, home equity loan, credit/debit cards

How will I pay for college for my kids? Do I have the time and know-how to manage money?

Your family is growing and you’re accumulating some assets

Investment management account, college savings planning

How will I exit my business and maximize the rewards for my hard work?

Practice or business has grown

Business transition planning, loans, stock option planning

When can I afford a comfortable retirement? Will my money last long enough?

Contemplating retiring in a few years

Cash flow planning, rollover individual retirement account, asset allocation planning, insurance planning, long-term care insurance

How will those who survive me be taken care of?

Transitioning your wealth to the next generation

Charitable planning, estates, and trust administration

Investment products are:

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

U.S. Bank, U.S. Bancorp Investments, Inc., and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Individuals should consult their tax and/or legal advisor for advice and information concerning their particular situation.

This information is not intended to serve as a recommendation or solicitation for the purchase or sale of any particular product or service. It does not constitute advice and is issued without regard to any particular objective or the financial situation of any particular individual.

For U.S. Bank:

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

Credit products offered by U.S. Bank and subject to normal credit approval.

Equal Housing Lender Equal Housing Lender

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

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 1.800.289.9999 or via www.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

Get Started

Unsupported Browser

Unsupported Browser

We've detected that you are currently accessing this site using an older version of Internet Explorer. We have not designed this site to support older versions of Internet Explorer. Therefore, you may encounter issues with how the site is displayed and how you can navigate through the site when using this older browser. We highly recommend you upgrade your current browser or download a new version of a different browser.

Upgrade Internet Explorer

Alternatively, you may want to download a new version of a different browser: