Automated investing

It’s investing made easy. Our robo-advisor, Automated Investor, will select, monitor and adjust your portfolio for you to help you stay on track.

  • Try Automated Investor with no advisory fees for 1 year.1 After that, pay just $2.40 a year for every $1,000 invested.2
  • Get started with just a $1,000 investment.

To get this offer, enter your company code during the application. If you don’t have a code, contact your HR department or call 866-540-8590.

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Self-directed investing

If you are comfortable with investing and like to have control over how your money is invested, self-directed investing may be right for you.

  • Choose the right mix of investment opportunities for yourself based upon your own knowledge and goals.
  • Get 100 free trades3 per year when you enroll in e-delivery and have a SmartlyTM Checking account with our affiliate U.S. Bank.4
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Investing options quiz

Explore ways to start investing with U.S. Bancorp Investments by answering a few simple questions. When you’re done, you can review your investing options and considerations based on your answers.

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Get a free financial checkup – with no obligation.

You have access to a free 30-minute consultation to review your finances and help make sure you’re on track to reach your goals.

Contact us to take advantage of this offer. Call us at 844-724-3678 or request a call at a time that’s convenient for you.

Start of disclosure content
  1. This offer is eligible for new U.S. Bancorp Investments Automated Investor accounts opened by individuals with an eligible Workplace Banking Program promotional code and funded with the $1,000 minimum investment amount. Advisory fees will be waived for 365 calendar days from the account’s first trade date. Trades will not begin until the account is funded with $1,000 or more. After 365 calendar days, the standard annual advisory fee of 0.24% of invested assets, billed quarterly, will apply.

  2. Annual advisory fee is 0.24% of invested assets, billed quarterly with a minimum investment of $1,000. Your annual advisory fee doesn’t include ETF fees and expenses which are reflected in the daily pricing of the fund, or other account level fees as described in our Automated Investor Wrap Fee Program Brochure.

  3. Offer is for 100 free trades per calendar year (Jan. 1 to Dec. 31) with a self-directed brokerage account through our affiliate, U.S. Bancorp Investments. Offer applies to online trades of equities and exchange-traded funds only and requires enrollment in paperless documents for self-directed brokerage account. To receive the free trades, a U.S. Bank SmartlyTM Checking account or an existing U.S. Bank Platinum® Checking Package or U.S. Bank Gold® Checking Package must be established. Free trades made available up to four business days from confirmation of account funding. This offer is not designed to support day trading or active trading and may be revoked if there is excessive or unreasonable activity. Additional fees may apply. Please refer to the Schedule of Commissions and Fees for more information.

  4. A minimum deposit of $25 is required to open a U.S. Bank consumer checking account. All regular account-opening procedures apply. For a comprehensive list of account pricing, terms and policies, see the Your Deposit Account Agreement and the Consumer Pricing Information disclosure. These documents can be obtained by contacting a U.S. Bank branch or calling 800-872-2657.