Invest on Your Own

Access your U.S. Bancorp Investments accounts anytime, from anywhere.

Access your U.S. Bancorp Investments accounts anytime, from anywhere with Investments Connect Online.

If you're a hands-on investor, U.S. Bancorp Investments puts all the tools you may need at your fingertips. You can manage your accounts, conduct research, place trades and much more, anytime, anywhere. It’s intuitive and easy to use, with extra features including an Education Center where you’ll find helpful financial calculators as well as the most current information on a variety of financial topics.

  • View account balances 24 hours a day, including holdings, account activity, asset allocation and unrealized and realized gains/losses
  • Obtain real-time quotes, market news and research
  • Trade stocks, mutual funds and options and check trade order status
  • Access educational material and financial calculators
  • Go paperless. View your statements and other documents online.
  • Transfer funds between your checking account and your U.S. Bancorp Investments account
  • Apply online to open a U.S. Bancorp Investments Self-Directed Brokerage Account.

    Open a Brokerage Account

    Apply online to open a U.S. Bancorp Investments Self-Directed IRA Account.

    Open an IRA Account

    With our consolidated dashboard, access is easy. Log in at using your User ID and your dashboard.

    Not currently enrolled for online access for U.S. Bancorp Investments accounts? Get started by visiting the login page and clicking "Enroll Now".

  • Do you prefer to invest on your own but want some guidance? Our Investments Connect advisory center Financial Consultants can provide guidance when you need it. You’ll receive personalized service, whether you need help with a trade or want help selecting investments and insurance products to help meet your objectives. Investments Connect consultants are available at 800-888-4700. Calls are answered 24 hours a day, 7 days a week, or via email at

  • U.S. Bancorp Investments offers customers our Investments Connect Online website, putting the tools you need at your fingertips. Here are commonly asked questions.

    What types of accounts can I open?

    As a self-directed investor you can open Individual, Joint, Corporate/Non- Corporate, Trust, Custodial and Traditional, Roth and SEP IRA accounts.

    What range of investment products are available for online trading?

    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 an Investments Connect consultant.

    How soon can I start trading?

    You will be able to begin trading as soon as your account has been approved and we have received funding to open your account.

    What are the account fees and commissions to trade online?

    Please refer to the Schedule of Commissions and Fees for more information.

    How can I transfer my brokerage account from another firm to U.S. Bancorp Investments?

    Online: Log into, go to My Accounts, then Investment Accounts, then Transfers. Choose Asset Transfers from the dropdown and fill out the online form.

    Phone: Call 800-888-4700 anytime. You’ll be asked to fill out a form and return it to us.

    What can I do if I have investment questions or need additional guidance?

    We offer 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 our Investments Connect Financial Consultants at 800-888-4700. Calls are answered 24 hours a day, 7 days a week.

  • Use Our Calculators

    Our financial calculators can help you customize scenarios for:

    • Retirement
    • Education
    • 401(k)
    • Insurance

    Financial Planning

    We’ll work with you to develop a plan that reflects your goals and dreams, and we’ll help you make informed choices about your future.

    Learn More

    Wealth Management

    We help individuals and families to gain confidence and focus on the unique goals that occur at each stage of life.

    Learn More

“Call to Invest” and “Invest on Your Own” are services offered through U.S. Bancorp Investments.

Investment products and financial services are provided through U.S. Bank and/or its affiliate, U.S. Bancorp Investments.

Investment products and services are:

Not a DepositNot FDIC InsuredMay Lose ValueNot Bank GuaranteedNot Insured by any Federal Government Agency

This information represents the opinion of U.S. Bank and/or U.S. Bancorp Investments and is not intended to be a forecast of future events or a guarantee of future results. This information is designed to be educational and informative. It is not intended to provide recommendations, to provide specific advice concerning retirement accounts and investment planning, or to meet the needs of any particular investor. Investors should consult with their investment professionals for advice concerning their particular situations.

The factual information provided has been obtained from sources believed to be reliable, but is not guaranteed as to accuracy or completeness.

For U.S. Bank:

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:

Investment products and services are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

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, Inc. must provide clients with certain financial information. The U.S. Bancorp Investments, Inc. 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 An investor brochure describing BrokerCheck is also available through FINRA.