Limited time offer

This offer is valid for clients who are 18 years or older, who open a new investment account with a Wealth Management Advisor from U.S. Bancorp Advisors, LLC (“USBA”), add net new assets of at least $250,000 into the new account between May 1, 2026, and August 31, 2026, and maintain the Threshold Amount (as defined below) through December 31, 2026. Funds currently held at USBA are not applied to the Threshold Amount. External transfers may take up to six weeks to complete. If you qualify for the offer, your qualifying investment account will be credited a cash bonus in the amount described below (the “Bonus Amount”) on or about January 30, 2027.

Eligible accounts include non-tax-qualified investment accounts and individual retirement accounts (“IRAs”). Insurance products, annuities, self-directed accounts, 529 college savings plans, estate accounts, UTMA/UGMA, Rollover IRAs from an employer-sponsored retirement plan, and employer-sponsored retirement plans (including 401(k), profit sharing, SEP-IRA and SIMPLE IRA plans) are not eligible for this offer. USBA, in its discretion, will determine whether an account type or product is eligible for the offer.

The “Threshold Amount” is defined as the total amount of eligible cash or securities received in the account minus withdrawals and transfers of cash and securities out of the account as of relevant dates. Capital gains, losses, interest, and dividends from investments will not be counted. Market fluctuation after deposit will not impact the Threshold Amount for purposes of determining qualification. If multiple accounts are funded by a customer, the offer will be paid to the investment account with the highest Threshold Amount. All accounts are subject to approval and applicable terms and fees. Your account must be open and in good standing at the time the bonus is credited to receive the bonus. The Threshold Amount applies to a single qualifying account. Assets in multiple accounts will not be aggregated for purposes of meeting the Threshold Amount.

The Bonus Amount you receive will depend on the dollar value of net new assets deposited and maintained in the qualified account through December 31, 2026. If (a) you meet the other qualification requirements and (b) fund your investment account with a Threshold Amount of $250,000 to $499,999, you will qualify to receive a Bonus Amount of $250; if you fund your investment account with a Threshold Amount of $500,000-$999,999, you will qualify to receive a Bonus Amount of $500; or if you fund your investment account with a Threshold Amount of $1,000,000 or more, you will qualify to receive a Bonus Amount of $1,000. If you deposit assets into a qualified IRA, the Bonus Amount will be paid to the qualifying IRA as earnings.

This offer is not transferable and should not be viewed or construed as a recommendation or solicitation to invest in a security or a particular type of security or securities account, nor should it be considered fiduciary investment advice or a suggestion that a USBA brokerage or advisory account is appropriate for you or in your best interests based on your individual financial circumstances.

Additional information on the brokerage and advisory services available through USBA including associated fees is available in our Client Relationship Summary (“Form CRS”). There is a limit of one Bonus Amount payment per customer.

USBA and its representatives do not provide tax or legal advice. Everyone’s tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your situation.

You understand and agree that any taxes relating to the receipt of the Bonus Amount payment are your responsibility. The value of the Bonus Amount received may constitute taxable income. USBA may issue an Internal Revenue Service Form 1099 (or other appropriate form) to you that reflects the value of the Bonus Amount paid. This offer is void where prohibited. USBA reserves the right to restrict or revoke this offer at any time. Other terms and conditions may apply. This offer is not valid for, or available to, non-U.S. residents or Wealth Management Advisors registered with USBA. Certain states and local jurisdictions have laws that limit or restrict public employees from accepting items of value from vendors such as USBA that provide services to public institutions. Some public entities such as governments, state universities, health care organizations, etc., also have internal policies that may contain similar restrictions. If you are a public official or employee, you should determine if one of these laws or internal policies applies to you. By accepting this offer, USBA assumes that you are in compliance with your jurisdiction's laws and institution's internal policies.

U.S. Bancorp Advisors and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

Please refer to our disclosures and agreements.

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.

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.

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

U.S. Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.

Equal Housing Lender. Deposit products are offered by U.S. Bank National Association. Member FDIC. Mortgage, Home Equity and Credit products are offered by U.S. Bank National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.