Enjoy up to a $1,000 bonus when you open a new investment account with U.S. Bancorp Investments.
U.S. Bancorp Wealth Management Bonus
- Meet with a Wealth Management Advisor. Open a new investment account with U.S. Bancorp Investments and add balances by August 31, 2024.
- Transfer your funds. By August 31, 2024, transfer qualifying new money to an eligible U.S. Bancorp Investments account. Your bonus amount will be determined on December 31, 2024.
- Earn $250 bonus when you deposit $250,000 – $499,999
- Earn $500 bonus when you deposit $500,000 – $999,999
- Earn $1,000 bonus when you deposit $1,000,000+
- Enjoy your bonus. Maintain the threshold amount in your new investment account through December 31, 2024 and enjoy your bonus – credited amount will be applied on January 30, 2025.
(at U.S. Bancorp Investments)
J.P. Morgan Self-Directed Investing (Up to $700 Cash) | TradeStation ($150 Cash) |
E*Trade (Up to $6,000 Cash) | Webull (Free Stocks) |
U.S. Bancorp Wealth Management Benefits
- Dedicated Wealth Management Team
- Supports your existing relationships at our affiliate U.S. Bank
- Expert guidance and advice when you need it
- Access to specialists for more complex needs
- Complimentary financial planning
- Robust digital financial planning tools
- Address common concerns like cost of health care and outliving retirement savings
- Exclusive products and special pricing
- High yield Reserve Money Market account from our affiliate U.S. Bank
- Preferred rates and pricing on deposits and loans from our affiliate U.S. Bank
- Fee-waivers on common banking services and transactions from our affiliate U.S. Bank
- Regular progress reviews
- Regular meetings to track progress towards your goals
- Review new opportunities to help optimize your goals to grow and preserve wealth
- Access to online and mobile dashboards
![]() The Blue Cash Preferred® Card from American Express offers a $250 statement credit after you spend $3,000 in eligible purchases on your new Card within the first 6 months. Buy Now, Pay Later: Enjoy $0 intro plan fees when you use Plan It(R) to split up large purchases into monthly installments. Pay $0 intro plan fees on plans created during the first 12 months from the date of account opening. Plans created after that will have a monthly plan fee up to 1.33% of each eligible purchase amount moved into a plan based on the plan duration, the APR that would otherwise apply to the purchase, and other factors. Low Intro APR: 0% on purchases and balance transfers for 12 months from the date of account opening. After that, your APR will be a variable APR of 18.24% - 29.24%. You'll earn • 6% Cash Back at U.S. supermarkets on up to $6,000 per year in purchases (then 1%). • 6% Cash Back on select U.S. streaming subscriptions. • 3% Cash Back at U.S. gas stations and on transit (including taxis/rideshare, parking, tolls, trains, buses and more). • 1% Cash Back on other purchases. • $84 Disney Bundle Credit: With your enrolled Blue Cash Preferred Card, spend $9.99 or more each month on an auto-renewing Disney Bundle subscription, to receive a monthly statement credit of $7. Valid only at Disney Plus.com, Hulu.com or Plus.espn.com in the U.S. Cash Back is received in the form of Reward Dollars that can be redeemed as a statement credit or at Amazon.com checkout. The card does come with a $0 intro annual fee for the first year, then $95. (See Rates & Fees) Terms Apply. |
Fine Print
- This offer is valid for clients who are 18 years or older, who open a new investment account with a U.S. Bancorp Investments Advisor and add net new assets of at least $250,000 (the “Threshold Amount) into the new account between June 10, 2024 and August 31, 2024 and maintain the Threshold Amount through December 31, 2024. Funds currently held at U.S. Bancorp Investments are not applied to the Threshold Amount. Note that it can take up to six weeks for any external transfers to be completed.
- If you qualify for the Bonus Offer, and continue to meet the asset requirement, your investment account will be credited with the Bonus Amount on or about January 30, 2025. If you deposit assets into qualified account (IRA) the bonus amount will be paid to the qualified account (IRA) as earnings. The Bonus Amount you receive will depend on the dollar amount of net new assets for your investment account (the “Threshold Amount”). You must maintain the Threshold Amount deposited through December 31, 2024. If (a) you meet the other qualifications and (b) fund your investment account with a threshold amount of $250,000 to $499,999, you will qualify to receive $250, if you fund your investment account with a threshold amount of $500,000 – $999,999, you will qualify to receive $500, or if you fund your investment account with a threshold amount of $1,000,000 or more, you will qualify to receive $1,000 (each the “Bonus Amount”).
For more, see our list of the latest investing bonuses and get the latest bank bonuses from U.S. Bank.
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