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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 free trades per calendar year (January 1 – December 31), with a U.S. Bancorp Investments Self-Directed Brokerage Account with e-delivery documents and have a U.S. Bank Platinum® Checking Package or U.S. Bank Gold® Checking Package with our affiliate U.S. Bank. Free trades made available up to 4 business days from confirmation of account funding. Free trades apply to equities and exchange-traded funds. This offer is not designed to support day trading or active trading and may be revoked if there is excessive or unreasonable activity. Certain account types are not eligible. Other restrictions may apply. Offer and pricing are subject to change and/or termination without advance notice. 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.
For U.S. Bank:
Deposit products are offered by U.S. Bank National Association. Member FDIC. Mortgage, Home Equity and credit products offered by U.S. Bank National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts.
Equal Housing Lender
U.S. Bank is not responsible for and does not guarantee the products, services, or performance of U.S. Bancorp Investments.
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. 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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