You can do a variety of things with your investment accounts depending on your goals and how involved you want to be. Here's a breakdown of what’s available:

Self-Directed Investing

• You manage your own portfolio.
• Trade stocks, bonds, Exchange-traded funds (ETFs), mutual funds, and options.
• No minimum balance required.
• Access to tools like goal setting, risk quizzes, and market simulators.

Guided Investing with Advisors

• Work with a financial advisor via phone or video.
• Get a personalized financial plan and ongoing support.
• Advisors help match you to professionally built portfolios.

Automated Investor

• Uses software to manage a portfolio of low-cost ETFs.
• No human advisor but includes features like automatic rebalancing and tax-loss harvesting.

Safety & Protection

• Accounts are protected by Securities Investor Protection Corporation (SIPC) (up to $500,000, including $100,000 for cash).
• Your data is encrypted and secured.
• The U.S. Bank Mobile App and the U.S. Bancorp Investments Mobile App follow strict privacy practices.

Digital Tools & Access

• Manage your accounts through usbank.com, the U.S. Bank Mobile App, or the U.S. Bancorp Investments Mobile App. And you can launch the investments app directly from the U.S. Bank Mobile App—no need to log in twice.
• View market news, investing insights, and educational resources.
• Set up recurring mutual fund purchases, use dividend reinvestment, and explore margin trading if eligible.
• View your investment details by checking your account balances, holdings, and transaction history. You can also see the status of open orders.
• Buy and sell stocks, mutual funds, and options directly from the mobile app.
• Access stock quotes, company news, and interactive charts.