Ways to work with us

Get the flexibility to invest your way

Whether you want personal financial planning guidance or prefer investing online, we have a variety of options to meet your needs.

Personal guidance

Making sense of your finances is our starting point for your personalized guidance. Whatever your financial situation, we will tailor a strategy to help you work toward your financial goals.

Online investing

Whether you want an automated investment solution, or you prefer to build and manage your portfolio using our comprehensive suite of tools, we've got an online investing option for you from U.S. Bancorp Investments.

Compare online investing options


Investing options quiz
Explore ways to start investing.

  • Answer a few simple questions.
  • Review your options.
  • Open an account.

Take the quiz

Investing products are from U.S. Bancorp Investments.

Our WEALTH Teams


Where are you in your financial journey?

We work to understand your assets, needs and goals, then provide the right level of support to help you move forward.

Online investing for all

No minimum investment required

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Comprehensive wealth management

Starting at $100k investments or $250k total balances

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Private wealth services

Starting at $3 million net worth up to $75 million

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Family office services

Starting at $75 million net worth and above

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Automated vs. human advisor: Which investment style is right for you?

You have options when it comes to managing investments.

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Types of investors: Which are you?

People invest for different reasons and work in different ways to reach their goals.

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Women and investing: How psychology plays a role

Although investing is a powerful way for women to increase their wealth and accomplish their financial goals, some hesitate to dive in.

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About brokerage and investment advisory services

To learn more about the differences between brokerage and investment advisory services and fees from U.S. Bancorp Investments, please read the Client Relationship Summary and Regulation Best Interest Disclosure.