Guidance that’s built around your goals

Get hyper-focused on your goals with personalized investment advisory services from a team of financial advisors that prioritize your goals and always act in your best interest. Feel confident knowing we're doing the heaving lifting, while you have access to support and guidance where and when you need it—by phone, email or video.

Personalized financial guidance

Collaborate with a licensed financial advisor to customize an approach for your unique priorities.


  • Invest as little as $25,000 and get personalized guidance from a financial advisor.
  • Get ongoing advice and make adjustments as your situation and needs change.
  • Meet virtually for an annual portfolio and progress review.

Investments that work hard for you

Get matched to a professionally built portfolio that’s aligned with your investing objectives and preferences.


  • Assets are allocated to fit your tolerance for risk and goal timeline.
  • Access to a variety of portfolios focused on objectives like growth or tax efficiency.
  • Have peace of mind knowing your portfolio is being monitored and rebalanced by investment professionals.

Easy money management

Conveniently manage your investment accounts and U.S. Bank accounts in one secure place.


  • Open accounts easily.
  • Seamlessly transfer money between accounts.
  • Earn more banking rewards as your balance increases.

On-demand access to support

Mobile access to your accounts and performance data, as well as ongoing support from our team of financial advisors.


  • Easily monitor your portfolio's performance online and in the U.S. Bank Mobile App.
  • Enjoy the flexibility to connect with a financial advisor on your terms--by phone, email or video.
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$200 cash bonus

For a limited time, Smart Rewards® members receive a $200 cash bonus for investing $25,000 or more with a financial advisor from Wealth Connect.1

Schedule online appointment

How we'll work together

Receiving personalized investment advisory services has never been easier.

Step 1

We'll get to know you and discuss your financial priorities and goals.

Step 2

Then, we'll collaborate on your investing approach and select an expertly-built portfolio to match your preferences.

Step 3

We'll help you make the most of your money with tax-efficient strategies and strategic rebalancing.

Step 4

Connect with advisors on your terms for ongoing advice when you need it.

Schedule online appointment

Low minimums and fees

  • $25,000 minimum investment
  • Pricing varies based on assets under management, asset allocation and account type.
  • No trading or commission fees.

Explore more ways to invest

Invest on your own

Self-directed investing

Trade stocks, bonds, mutual funds, exchange-traded funds (ETFs) and more directly online with a self-directed investing account from U.S. Bancorp Advisors. You'll have complete freedom to build and manage your investments using our comprehensive suite of resources and tools.

Open an account today Learn about self-directed investing

Get one-on-one guidance

Partner with a wealth professional

Work with a dedicated wealth professional to help guide your investments as part of a comprehensive wealth management strategy. You'll get one-on-one guidance to help you move toward the future you envision. 

Find an advisor near you Learn about our one-on-one guidance

Get started today

Connect with a trusted advisor whose ready to help you work toward the future you envision. Call us at 844-235-8368 or schedule an appointment online.

Schedule online appointment
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Disclosures

  1. This offer is valid for clients who are 18 years or older and are enrolled in U.S. Bank Smart Rewards®, who open a new investment account with a U.S. Bancorp Advisors financial advisor in Wealth Connect available exclusively at 855-330-6915 and add net new assets of at least $25,000 (the “Threshold Amount”) into the new account within 60 days, and maintain the Threshold Amount for 180 days. Funds currently held at U.S. Bancorp Advisors are not applied to the Threshold Amount. Note that it can take up to six weeks for any external transfers to be completed.

    *Please note: Offer is applicable to most non-qualified investment accounts and qualified account IRAs. The offer is not available for accounts opened with a U.S. Bancorp Advisors financial advisor located in a U.S. Bank branch or other locations other than the Wealth Connect team and not available for the following account types/products: Insurance products, annuities, self-directed accounts, 529 college savings plans, estate accounts, UTMA/UGMA, Rollover IRAs coming from an employer sponsored retirement plan, and employer sponsored retirement plans including but not limited to 401(k), profit sharing, SEP-IRA, SIMPLE IRA and other employer sponsored retirement plan types. Offer is not valid if you have received other Wealth Connect offers within the past 24 months.

    If you qualify for the Bonus Offer, continue to meet the Threshold Amount, your investment account will be credited with the Bonus Amount within 7 – 9 months.  If you deposit assets into a qualified account (IRA), the Bonus amount will be paid to the qualified account (IRA) as earnings. You must maintain the Threshold Amount deposited for 180 days. If (a) you meet the other qualifications and (b) fund your investment account with a threshold amount of $25,000 or more, you will qualify to receive $200 (the “Bonus Amount”).

    The Threshold Amount is defined as the total amount of eligible cash or securities received in the account minus withdrawals and transfers of securities out of the account as of the deadline to fund the account. Capital gains, interest, and dividends from investments will not be counted. Market fluctuation after deposit will not impact 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. Account must be open and in good standing at the time the bonus is credited to receive the bonus.

    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 brokerage or advisory account is appropriate for you or in your best interests.

    Additional information on the brokerage and advisory services available through U.S. Bancorp Advisors including associated fees is available in our Client Relationship Summary (form CRS). Limit one bonus per customer. Assets in multiple accounts will not be aggregated for purposes of meeting the Threshold Amount.

    You understand and agree that any taxes relating to the receipt of the bonus are your responsibility. The value of the bonus you receive may constitute taxable income. U.S. Bancorp Advisors may issue an Internal Revenue Service Form 1099 (or other appropriate form) to you that reflects the value of the bonus. 

    Offer void where prohibited. U.S. Bancorp Advisors reserves the right to restrict or revoke this Bonus Offer at any time. Other terms and conditions may apply. Offer is not valid for non-U.S. residents and Wealth Management Advisors registered with U.S. Bancorp Advisors. Certain states and local jurisdictions have laws that limit or restrict public employees from accepting items of value from vendors such as U.S. Bancorp Advisors 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 the bonus, U.S. Bancorp Advisors assumes that you are in compliance with your jurisdiction's laws and institution's internal policies.

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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. Investments is a marketing logo for U.S. Bancorp Advisors.

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For U.S. Bancorp Advisors:

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.

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

Insurance services are offered by USBA Insurance Services, a dba of U.S. Bancorp Advisors, having a California domicile and principal place of business at 800 N. Brand Blvd., 16th Floor, Glendale, CA 91203, CA Insurance License #6011694. Products may not be available in all states.

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.

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For U.S. Bank:

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

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate USBA Insurance Services.