- Account Basics
- My Settings
- Finding Your Way
- Trading
- Margin Accounts
- Money Movement
- Security and Technical
Account Basics
Establishing and Accessing Accounts
Types of investment accounts available
Individual: Individual accounts are designed for single account holders only. The account holder must be 18 years of age or older.
Joint: Joint accounts are designed for two (or more) account holders, such as a husband and a wife, who have equal ownership rights in the account. Two types of joint accounts are available-tenants with rights of survivorship (JTWROS) and tenants in common.
- Joint tenants with rights of survivorship (JTWROS): Upon death of an owner, all assets automatically transfer to the surviving account owner.
- Joint tenants in common: Upon death of one owner, his or her portion of the assets does not pass to the co-owner. Instead, the deceased's assets are distributed accordingly, while the surviving party's assets remain undisturbed and then transfer into an individual account.
Corporate/Non-Corporate: This account is established in the name of and for the benefit of a corporate or non-corporate entity and managed by authorized officers.
Trust: This account is established in the name of a trust and managed by trustees.
Custodial: A custodial account can be established for a minor, to be managed by a custodian, under applicable state UGMA/UTMA regulations. The gifts to minors are considered irrevocable, which are then managed by a custodian to act as fiduciary. Once the minor reaches the age of majority, the former minor takes control of the account.
Types of retirement accounts available
Traditional IRA: With this type of account contributions accumulate on a tax-deferred basis. Qualifying contributions may be tax-deductible, and disbursements are subject to income taxes. Withdrawals prior to age 59½ may be subject to income tax penalties.
Roth IRA: This account is similar to the traditional IRA, except that annual contributions are not tax deductible and distributions are tax-free under certain circumstances.
SEP IRA: This account provides retirement solutions for employers and their employees.
Accessing your account
To access Online, login at usbank.com
- View account balances, holdings, account activity, asset allocation, and unrealized and realized gains/losses
- Check trade order status
- Trade stocks, mutual funds and options (self-directed accounts only)
- Obtain stock quotes, market news and research
- Access educational material and financial calculators
- Utilize screeners, stock and mutual fund reports, interactive charts and more
Download the U.S. Bancorp Investments Mobile app for easy, convenient access via your mobile devices
- View your account balances, holdings and account activity
- Check the status of open orders
- Trade stocks, mutual funds and options (self-directed accounts only)
- Get stock quotes, company news and charts
- Keep up to date on market news and market movers
- Seamlessly access from the U.S. Bank Mobile app (no need to login twice; must have both apps)
You may also receive assistance by calling Wealth Management Advisory and Service Center.
Establishing a Self-Directed account
If you are an active hands-on investor, a Self-Directed account may be right for you. With a Self-Directed account you can manage your investments, conduct research, place trades and much more.
You can apply online to:
- Open a U.S. Bancorp Investments Self-Directed Brokerage Account
- Open a U.S. Bancorp Investments Self-Directed IRA Account
You can download a paper application:
If you have questions or need help, call Wealth Management Advisory and Service Center for assistance.
Funding an Investment Account
How to fund your investment account
There are several options to fund your account.
Online and Mobile Funds Transfer: You can transfer funds from your U.S. Bank checking and savings account to your U.S. Bancorp Investments account (for non-IRA accounts), between U.S. Bancorp Investments accounts (non-IRA to non-IRA; IRA to IRA) and from eligible accounts at other financial institutions (online only). You can do an internal transfer from your eligible U.S. Bank checking and savings account or another U.S. Bancorp Investments account using Transfers from the Transfers tab. Mobile internal transfers can be done using the U.S. Bank Mobile app. To transfer funds from another financial institution, select External Transfers from the Transfers tab. See the Money Movement section for additional information on fund transfers. If you have questions or need help, call Wealth Management Advisory and Service Center for assistance.
Mail a Check: If you wish to fund your investment account by sending a check, make it payable to U.S. Bancorp Investments, include your account number on the "memo" line, and mail it to the address below:
U.S. Bancorp Investments, Inc.
Attn: Cash Control
EP-MN-WN2C
60 Livingston Avenue
St. Paul, MN 55107
Transfer Assets from Another Financial Institution: When transferring assets between financial institutions, in general, the receiving firm will initiate the request. This transfer request may be initiated online (self-directed and Automated Investor accounts only) via paper form or through your Wealth Management Advisor. Instructions are provided to complete the required paperwork and submit to U.S. Bancorp Investments, Inc.
Note: The nature of the account, title, SSN/TIN, names must match in order to perform the transfer. Also, you may want to inquire with your holding firm about potential fees, since firms will generally assess a fee for an outgoing transfer.
Deposit Securities: You may deposit physical certificates of securities with U.S. Bancorp Investments Security Cashiering. Before sending a certificate, call Wealth Management Advisory and Service Center to request a U.S. Bancorp Investments Stock Bond Power form be sent to you. When you receive the form, complete and attach with your certificate and mail to:
U.S. Bancorp Investments, Inc.
Attn: Securities Cashiering
EP-MN-WN1B
60 Livingston Avenue
St. Paul, MN 55107
Note: Securities must be deposited in your account in good form, before they can be sold.
How to pay for trades
You can pay for trades using one of the options above, or utilize your U.S. Bancorp Investments money market fund. Your account can also be coded to perform a specified action, such as to pull funds from the money market fund to pay for each purchase, or to send settled proceeds to your linked bank account in the event of a sale. Your account coding will determine how the purchase will be funded. To pay for transactions from your checking or savings account, use your direct bank link to automatically transfer funds free of charge. Due to contribution limits, in retirement accounts, you must have cash available in the account to place a purchase trade. For more information, contact Wealth Management Advisory and Service Center.
How to automate mutual fund transactions
You can choose to create a periodic investment plan, which can automatically schedule the purchase of a mutual fund to occur in your account, with a fixed date, dollar amount and frequency. You can also create a systematic withdrawal plan, to perform the similar action if you are in need of automated payments to be sent to you from your investment account. For more information on setting up, or canceling a systematic plan, contact Wealth Management Advisory and Service Center.
Account Protection
The securities held in your U.S. Bancorp Investments trading account and cash on deposit for the purpose of purchasing securities, or as a result of the sale of securities, are protected by the Securities Investor Protection Corporation (SIPC). SIPC protects each customer up to a maximum of $500,000, including up to $100,000 on claims for cash balances awaiting re-investment. SIPC does not protect against losses from the rise and fall in market value of your investment. It does, however, provide important protections against certain losses if a SIPC member fails financially and is unable to meet obligations to its securities customers. For details, please see www.sipc.org.
My Settings
My Profile and My Alerts
For information, select Help Center from the Customer Service tab or Need Help in the upper right corner on the My Accounts Dashboard.
My Messages
My Messages brings you to the message center.
Preferences
Trading & Quotes
For Self-directed accounts, you can set a default stock trade quantity and option contract quantity or leave blank.
Option Chains
You can set your default selections for option chains.
Account Forms
For Self-directed and Automated Investor accounts, access this page for various account forms.
Finding Your Way
Account Details
Summary
The summary page offers a dashboard view of the selected account with several widgets plus Market Information and Useful Links.
Balances
The balances page will give you a broad overview of balances for the selected account, as well as income summary, and if applicable, margin information and IRA contributions/distributions.
Holdings
The holdings page details the positions in your account(s). For your convenience, the action icon at the far right allows you quick links to areas such as holdings zoom, news and charts.
Asset Allocation
The asset allocation page provides a broad view of the account(s) and portfolio based on the category of its positions.
Account Activity
The account activity page details the previous 45 days of account activity. The advanced search feature allows you to set your own searching parameters for up to 7 years of prior account activity. Depending upon the amount of activity in your account, downloading activity may take a significant amount of time.
Unrealized Gain/Loss
Unrealized gain/loss information is based on the cost information, or total cost basis, that U.S. Bancorp Investments holds on file. This may differ from your records, or be incomplete under certain circumstances; such as if the total cost information is unknown to U.S. Bancorp Investments. Unrealized information is based on an open position. For example, if you buy 100 shares of ABC at $10.00, you can then monitor the unrealized gain/losses as ABC performs in the market.
Realized Gain/Loss
Realized gain/loss information is based on the cost information, or total cost basis, that U.S. Bancorp Investments holds on file. This may differ from your records, or be incomplete under certain circumstances; such as if the total cost information is unknown to U.S. Bancorp Investments. Realized information is based on a position once it has been sold (i.e. closed). The gain or loss is locked in and then realized. For example, if you sell the 100 shares of ABC at $12.00, the gain of $2.00 per share becomes 'realized.'
Portfolio At A Glance
The portfolio at a glance page displays a compilation of information about an account or group of accounts. Information includes portfolio day movers and the portfolio value over time.
Household Overview
The household overview page provides a broad view of the accounts linked to your user ID.
Data Download
You can download data into Quicken by selecting account and date range. A file will be generated. You can then save the file to your computer and use it to import into Quicken.
My Documents
View and Access
Under the My Documents tab, select the type of document you would like to view and then select an account number. Available documents include statements, letters & notices, tax documents, and trade documents. For statements, you'll see your three most recent documents. Select View More to see additional documents or select the Search tab and search by year or by date range. For tax and trade documents, enter the search criteria and then click Show Documents.
To print or save a document, click on the print icon at the top of browser window. Note: You must have the most recent version of Adobe Reader to view e-documents. Click the link on the page to download a free copy.
Go Paperless
You automatically receive both paper documents and online documents. If you choose Go Paperless, you will no longer receive paper documents.
From the My Documents tab select Paperless Preferences. You can go paperless for all accounts and all document types, or you can select specific document types and specific accounts. Note: When you enroll for online Statements, you will automatically receive online Letters & Notices.
You'll also see a Go Paperless link by any account where you still receive paper documents. That link takes you to the Paperless Preferences page.
To go back to receiving paper documents, from the My Documents tab select Paperless Preferences and then select the U.S. Mail option.
Alerts
An email will be sent to the address you specify and a message will be sent to your online Message Center each time you have a new document available for viewing.
Delayed Quotes and Real-time Quotes
Delayed quotes are delayed approximately 15 minutes and provided at no cost. Access to real-time quote is limited and U.S. Bancorp Investments has the right to regulate the use.
Quick quotes
Use the symbol feature dock on the bottom for a quick quote, to look up a symbol and to view indices information. You can also use the Quote search box at the top right to display a quote. Clicking Details gives the full quote view and includes additional information on the price history and basic financial data. Use Symbol Lookup to search by company name if you do not know the symbol.
Trading
General Trading Information
Types of accounts
Cash: All securities purchased and held in this account must be paid in full by the settlement date.
Margin: A margin account is generally comprised of the use of the account securities (equity) as collateral, while using U.S. Bancorp Investments as the lending broker, to lend money to the account owner to engage in leveraged transactions, such as purchasing additional securities, short selling, or simply withdrawing free cash. Securities held in a margin account are subject to be borrowed and the account must maintain house and federal equity minimum maintenance requirements. Should the equity in the account drop below the requirements, the account owner must bring in additional funds or securities to raise the percentage of equity to meet the requirements. An account must be approved for margin through an application process. For more information, or to request an application, please contact Wealth Management Advisory and Service Center or your Wealth Management Advisor.
Account Balances
Account Equity: Total value
Cash & Equivalents: Cash, cash equivalents and margin total
Total Securities: Total balance for cash & cash equivalents and securities
Stock Buying Power: Total amount of funds available for the purchase of equities using margin, if approved.
Option Buying Power: Total amount of funds available for the purchase of options using margin, if approved.
Online Trading for Self-directed accounts (information below pertains to self-directed accounts only)
Placing orders in an investment account
You may use the online platform to trade in stocks, ETFs, mutual funds, and options. These trade orders may also be placed through Wealth Management Advisory and Service Center. To invest in a fixed income security, please call Wealth Management Advisory and Service Center. No written orders will be accepted, as sending securities or cash does not initiate a transaction.
Note: Orders for fixed income securities need to be placed during market hours.
Types of orders
Placing an order begins with completion of the Trade Order Entry screen. Below are general definitions of some common terms.
Note: This is not an all-inclusive list and not all order types are available for every type of security. These definitions are basic in nature and intended to serve as a quick reference and do not fully explain the risks and mechanics of the term. Do not place orders based solely on these definitions. If you are in need of additional assistance or have any questions about how to place an order, contact Wealth Management Advisory and Service Center.
ACTION
Buy: Indicates that you want to buy the security and are willing to pay for it.
Sell: Indicates that you own the security and wish to sell it.
PRICE
Market: A market order is filled at the best available price at the time the order is executed.
Limit: An order to execute a transaction at a specified price, or better. When you place a limit order to buy, you may purchase the security at a specified price or lower. When you place a limit order to sell, you may sell a security at a specified price or higher.
Stop: A stop order ensures that a security will be bought or sold once it reaches or trades through a set market price, called the "stop price." Stop orders automatically become market orders once the set price has been reached. Stop prices are not guaranteed. A stop order to buy must be placed at a price higher than the current market price; a stop order to sell must be placed at a price lower than the current market price.
Stop limit: This is a combination order. Initially the order holds the same parameters as a stop order. Once the stop price is reached the order becomes a limit order. Note: On a buy stop limit order the limit price must be equal to or greater than the stop price. On a sell stop limit order the limit price must be set equal to or lower than the stop price.
DURATION
Day: An order valid only for the day. At the close of the market on that day, an unfilled order, or any portion remaining of a partially filled order expires.
Good Til Cancel (GTC): An order that is valid beginning when it is placed and lasting until the order is either 1) filled, 2) canceled by the account holder, or 3) expires not completely filled after 90 days. As the account holder, you are solely responsible for canceling open GTC orders. Any expired order must be renewed by the account owner, by entering the new order. You will be billed for any execution within the duration of the order and are responsible for any open order not cancelled. In accordance with standard industry practice, a GTC order partially filling on multiple days, will be billed as separate orders for each day of execution, for commission purposes. To manage this risk, you may consider designating the order as "all-or-none".
QUALIFIERS
All or none (AON): This is an optional qualifier that, if selected, designates that an order must be filled in its entirety, or not at all.
Do not Reduce (DNR): On ex-dividend date for a stock, open limit buy orders, open sell stop orders, or open sell stop limit orders are automatically adjusted by reducing the price of the open order by the dividend amount. When you designate an order with the DNR qualifier, this price adjustment will not occur. This is an optional qualifier.
Order Handling and Review
Certain orders may be subject to manual review and entry as part of U.S. Bancorp Investments normal order handling process. These reviews may cause delays in the execution of orders and may cause orders to be executed at prices that are different from the price quotes obtained when the order was entered. U.S. Bancorp Investments reserves the right at its sole discretion to decline to accept any order or change its requirements for certain securities or classes of securities without advance notice. U.S. Bancorp Investments, at its sole discretion and without prior notice to you, may prohibit or restrict your ability to trade. U.S. Bancorp Investments cannot guarantee requests to cancel or modify an order. U.S. Bancorp Investments may receive late and/or erroneous trade reports from the marketplace where your order is executed, which may result in an adjustment to your order or the information on a trade execution reported to you.
OTHER
Cancel open order: Cancels an order or any remaining order that has not yet been executed. Please refer to the stock, option and mutual fund sections for information specific to trading these securities.
Order preview: The Order Preview screen presents the order information that you entered. This screen also provides a quote and estimated principal amount of the order based on the quote, as well as an estimated commission or transaction fee. Once you have reviewed the information for accuracy, use the buttons at the bottom of the page to submit, edit or cancel the order.
Order confirmation: The Order Confirmation page provides an order reference number which indicates that the system has received your order. The submitted order may then be reviewed by U.S. Bancorp Investments for approval prior to being submitted for execution. If it's reviewed and rejected, you'll see the status change from Pending to Rejected on the Order Status Page; therefore it is important to check the Order Status Page. You may want to retain this page for your records.
Confirmation number: A confirmation number, along with a trade confirmation document, will be sent to you if your order has been executed. Carefully review the trade confirmation on any filled order for accuracy. If you do not receive a trade confirmation document on an executed order, please contact Wealth Management Advisory and Service Center. You can check your order status at any time by viewing the Order Status screen.
Settlement periods: For online trades, the standard settlement period is two days for stocks and one day for options and mutual funds, however, depending on the specific security this may vary. If you have any questions, please contact Wealth Management Advisory and Service Center.
Stock Trading
You can purchase any U.S. and foreign security traded on any U.S. exchange or over the counter. Orders placed after market hours are routed to market the next business day. Exceptions may apply. U.S. Bancorp Investments does not participate in after-hours stock trading.
Options Trading
Options that can be bought or sold online
You may within certain circumstances and accounts, engage in covered calls (Level 1) and long option buying in both equity and index options (Level 2). Because of their complex nature and due to the special risks involved, options are not suitable for everyone, or all types of accounts. An account must be approved for options by U.S. Bancorp Investments prior to trading options. To request an options trading application, contact Wealth Management Advisory and Service Center.
Options lookup
To place standardized options orders, you need to know the option information including the underlying symbol, the expiration date, strike price and whether the option is a call or put. To obtain detailed information for the options available for a security, you may use the Option Chains feature located under the Markets & Research tab or use the symbol lookup box on the options trade entry screen.
Mutual Fund Trading
Mutual funds that can be bought or sold online
U.S. Bancorp Investments offers more than 10,000 mutual funds from several fund families. For information about a particular mutual fund, or before purchasing a mutual fund, carefully review the fund's prospectus, which is available on the fund company website. If you have any questions on availability of purchase for a particular mutual fund, contact Wealth Management Advisory and Service Center.
Many mutual funds offer volume discounts, or breakpoints to which you may be entitled. Breakpoints can help reduce the overall cost of your investment. If you already own shares in a mutual fund, you may be entitled to a reduced sales charge through rights of accumulation. Since these discounts can vary from mutual fund to mutual fund, it is important to review the fund's summary prospectus. Contact Wealth Management Advisory and Service Center for more information.
Dividend and capital gains disbursement
Certain mutual funds may disburse dividends or capital gains to shareholders. If applicable, you may elect to have these dividends or capital gains reinvested or paid in cash. You can make your election on the mutual fund order entry page when placing a purchase or change your election by calling Wealth Management Advisory and Service Center.
Important information when trading for mutual funds
The 'Yes' checkbox on the mutual fund order entry screen indicates that you have read the prospectus for the fund, are aware of any and all fees and commissions, and have read and understand the Mutual Fund Disclosure. This checkbox must be checked for a mutual fund order to be accepted.
No-load mutual funds
More than 3,000 select mutual funds are available at no load and without a transaction fee. Use the Mutual Fund screener to search for these mutual funds.
Order Status
Order status screen
The Order Status page displays open trade orders. It allows you to view details on open, pending, executed, or expired orders. You can also take action on orders using the link such as edit or cancel an order.
Order status definitions
Pending: Indicates that the order is waiting for approval by U.S. Bancorp Investments.
Open: Indicates that the order has been accepted and submitted for execution, but has not yet been executed.
Executed: Indicates that the order has been executed.
Canceled: Indicates that the order has been canceled by you or by U.S. Bancorp Investments.
Expired: Indicates that the order has expired.
Rejected: Indicates that the order has been rejected for entry by U.S. Bancorp Investments. For further information on a rejected trade, contact Wealth Management Advisory and Service Center.
Editing/Cancelling an order
Editing/Canceling an order does not guarantee that your original order has not been executed partially or in full. During market hours only limit, stop and stop limit orders can be edited. Market orders may not be edited or canceled after submission during market hours. Market orders entered while the market is closed may be edited or canceled only if they can be processed before the market opens.
To edit/cancel an open order: On the Order Status screen, use the Actions arrow menu for the order you wish to change and select Edit or Cancel. The Order Entry screen will be presented with the original order information pre-populated. Depending upon the specific security, you can generally change the quantity, price, and order type for an order. Other information cannot be changed. If you wish to make other changes, such as the symbol, security type or action, you must cancel the order and place a new order.
Margin Accounts
Margin accounts and loans
Margin borrowing and short sale transactions are types of leveraged transactions in which your obligations are secured by long securities or other collateral held in your account. Funds may be borrowed to make additional trades or they may simply be withdrawn from the account as cash. When you borrow on margin, you pay interest on the loan until it is repaid.
In a leveraged transaction you have greater opportunity for profit and loss. For this reason, leveraged transactions are riskier than non-leveraged transactions. If the value of securities held as collateral falls or if the price of securities sold short increases, you may be subject to a margin call and/or your securities may be liquidated. You should carefully consider market conditions and your financial position, investment objectives, and risk tolerance to determine whether margin borrowing is appropriate for you.
Margin accounts are susceptible to additional risks and are subject to approval by U.S. Bancorp Investments. The minimum balance required for a margin account is $2,000. Eligible securities may be used as collateral against which funds can be borrowed ("leveraged") to buy more securities, based upon your available holdings. Please contact Wealth Management Advisory and Service Center or your Wealth Management Advisor for more information.
Margin Disclosure Statement
The Margin Agreement document provides some basic facts about purchasing securities on margin and the risks involved with trading securities in a margin account. Before trading stocks in a margin account, you should carefully review the Margin Agreement provided by U.S. Bancorp Investments. Contact Wealth Management Advisory and Service Center or your Wealth Management Advisor to request a copy of the Margin Agreement document.
Short sales
A margin account allows you to engage in "short selling," which involves selling a security you do not own with the anticipation of purchasing it later, at a lower price. If you purchase a traditional equity, your maximum potential loss is your initial investment. But if you sell short, your actual loss depends on the repurchase price of the borrowed securities. If you can buy the stock at a lower price, you'll make a profit; if the price rises, however, you will lose money--and there's no limit to your potential loss.
Money Movement
How to transfer money between your U.S. Bancorp Investments account and U.S. Bank account
You can transfer funds online and via the U.S. Bank Mobile app, including immediate, future-dated (one-time), and recurring transfers, between your U.S. Bancorp Investments accounts and eligible U.S. Bank checking and savings accounts in just a few steps. Select Transfers from the Transfers menu. Next, choose the accounts from the list of eligible accounts you want to transfer From and To. Fill in the amount you'd like to transfer, select a date and click Next. When you have reviewed the transaction for accuracy, submit your request from the Review screen. You will receive a confirmation your request has been successfully submitted.
Cut-off times: Cut-off times for money transfers will vary depending on the direction of the money movement. One-time (same day) money transfers are made immediately if they are completed before the cut-off. Requests submitted over the weekend, on a holiday, or after the cut-off time will be processed on the next business day. The cut-off time information will display on the Review & Submit screen.
Can funds be transferred between U.S. Bancorp Investments accounts?
You may transfer funds online between a U.S. Bancorp Investments account (non-IRA) and another U.S. Bancorp Investments account (non-IRA). You may also transfer funds between a U.S. Bancorp Investments IRA account to another U.S. Bancorp Investments IRA account as a non-taxable event (traditional IRA to traditional IRA, ROTH to ROTH and SEP to SEP). Select Transfers from the Transfers menu.
Can I make an IRA contribution or an IRA distribution online or via the U.S. Bank Mobile app?
Yes. IRA contributions and distributions can be made online and using the U.S. Bank Mobile app.
Do I need to pay federal tax at the time of an IRA distribution?
Unless your withdrawal is from a ROTH IRA, or you have elected to withhold federal tax, 10% federal income taxes are required to be withheld from a distribution. Discuss IRA distribution options with your tax advisor for tax considerations.
What is the maximum amount of tax withholding I can request at the time of distribution?
State income taxes may be withheld based on the requirements of your state of residence.
Can I contribute to multiple U.S. Bancorp Investments IRA accounts at the same time?
Yes. If you have multiple IRA accounts, the annual contribution limit applies to all of your accounts combined.
Where do I check my transfer status and edit or cancel transfers between my U.S. Bancorp Investments account and U.S. Bank account?
You may check on the status of your internal transfers from the Transfers/Manage My Transfers tab (online) and the Transfers/Managed Scheduled Transfers screen (mobile). Future-dated (one-time) transfers and recurring transfers can be modified or canceled prior to the transfer date. Transfers that can be edited will display an Edit/Cancel link.
How to transfer money between your U.S. Bancorp Investments account and other financial institutions
You can transfer funds online, including one time, future-dated, and recurring transfers between your U.S. Bancorp Investments accounts (non-IRA) and eligible accounts at other financial institutions. Select External Transfers from the Transfers tab. Next, choose the account from the list of eligible accounts you want to transfer From and To in the drop down field. Fill in the amount you'd like to transfer and then select a transfer date. When you have reviewed the transaction for accuracy, click Confirm on the Review Transfer screen. You will receive confirmation that your request has been submitted.
Delivery and Cut-off times: The delivery speeds can be found on the External Transfers tab. Once you select a From and To account, the delivery speed available will display. The delivery speed is the date at which the transfer will be completed and any fees associated with that delivery. Standard delivery is three business days and is free of charge. Cut-off time for standard is Midnight CT.
Where do I check my transfer status and edit or cancel online transfers between my U.S. Bancorp Investments account and account at another financial institution?
You may check the status for a transfer from the Activity tab on the External Transfer page (in process, pending and completed). To Edit your scheduled transfer, click the Edit link next to the transfer in the Amount column. To Cancel your transfer, select the arrow left of the scheduled transfer on the Activity tab and click Cancel.
What about transfers that are not submitted online or mobile?
For Transfers requests that are not submitted via online or mobile, you will need to link the bank account to your U.S. Bancorp Investments account. To link your U.S. Bancorp Investments account (non-IRA) to a bank account from another institution, print, complete and mail the Bank Link Request form. You will need to include a copy of a voided check or pre-printed savings slip.
Security and Technical
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