U.S. Bancorp Wealth Management $1,000 Bonus – Ends 8/31/24

Enjoy up to a $1,000 bonus when you open a new investment account with U.S. Bancorp Investments.

How To Earn 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)

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

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 options, see our list of the latest investing promotions in addition to the latest bank bonuses from U.S. Bank.