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In person guidance for clients starting at $100,000 in U.S. Bancorp Investments and/or U.S. Bank investment balances. Additional benefits are available starting at $250,000 in total investment and U.S. Bank deposit and loan balances.2
For individuals and families with significant resources we provide custom services to help sustain your wealth and make an impact over generations. Offered to clients with more than $75 million in net worth.
Offer is for 100 no commission trades per calendar year (January 1 – December 31). No commission trades requires enrollment in paperless documents for self-directed brokerage account (not required for existing brokerage accounts opened before March 31, 2019). No commission trades will be applied once funding is confirmed. 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.Return to content, Footnote 1
Investment balances can be with U.S. Bank and/or U.S. Bancorp Investments. Deposit and loan balances are with U.S. Bank, and exclude first mortgage. Talk to your local team for more information.Return to content, Footnote 2
Where Private Wealth Management branded services are not available, Wealth Management services from U.S. Bank or U.S. Bancorp Investments will be offered to meet the needs of all investors.Return to content, Footnote 3
Investment and Insurance products and services including annuities are:
Not a Deposit ● Not FDIC Insured ● May Lose Value ● Not Bank Guaranteed ● Not Insured by any Federal Government Agency
U.S. Wealth Management – U.S. Bank | U.S. Bancorp Investments is the marketing logo for U.S. Bank and its affiliate U.S. Bancorp Investments.
U.S. Bank, U.S. Bancorp Investments and their 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.
The information provided represents the opinion of U.S. Bank and U.S. Bancorp Investments and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.
For U.S. Bank:
Deposit products are offered by U.S. Bank National Association. Member FDIC. Credit products offered by U.S. Bank National Association and subject to normal credit approval.
U.S. Bank is not responsible for and does not guarantee the products, services, or performance of U.S. Bancorp Investments.
For U.S. Bancorp Investments:
Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License # OE24641.
Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.
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 http://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.
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