Manage your portfolio, your way.
When you invest on your own, the power is in your hands.
With U.S. Bancorp Investments, you have complete freedom to build and manage your portfolio using our comprehensive suite of resources and tools. Select mutual fund trades are $0.1
U.S. Bancorp Investments puts the tools you need at your fingertips.
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 a Wealth Management Brokerage Services associate. 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 can roll over a 401(k) from a previous employer to U.S. Bancorp Investments in a few simple steps. First, apply online for a new Brokerage IRA at U.S. Bancorp Investments. Second, contact your former plan's administrator and tell them you want a direct rollover of your assets to the newly opened IRA. Once the assets are received in your IRA, make your investment choices.
A rollover of qualified plan assets into an IRA is not your only option. Before deciding whether to keep an existing plan, or roll assets into an IRA, be sure to consider potential benefits and limitations of all options. These include total fees and expenses, range of investment options available, penalty-free withdrawals, availability of services, protection from creditors, RMD planning, and taxation of employer stock. Discuss rollover options with your tax advisor for tax considerations.
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.
With our consolidated dashboard, access is easy. Log in at usbank.com using your User ID and Password to view your U.S. Bank and U.S. Bancorp Investments accounts from your dashboard.
Not currently enrolled for online access to U.S. Bank or U.S. Bancorp Investments accounts? Get started by visiting usbank.com and clicking “Enroll Now”.
The mobile trading app is available for both iPhones and Android phones. To download the app, go to the App Store or Google Play and search for U.S. Bancorp Investments.
Online: Log into usbank.com, go to My Accounts, then Investment Accounts, then Transfers. Choose Asset Transfers from the dropdown and fill out the online form.
Phone: 800.888.4700, 24 hours a day, 7 days a week. You'll be asked to fill out a form and return it to us.
U.S. Bancorp Investments 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 Wealth Management Advisory and Service Center at 800.888.4700, 24 hours a day, 7 days a week.