Account Forms

Form Instructions

Use this page to access the applications and forms you need to open a new account or add features to your current U.S. Bancorp Investments account.

  1. Download the PDF of the selected form to your computer.
  2. Print the form.
  3. Mail the completed form to U.S. Bancorp Investments, EP-MN-WS4M, 60 Livingston Avenue, St. Paul, MN 55107.

You will need Adobe Acrobat to view these forms. If you do not have Acrobat, download it for free here.

Open a new U.S. Bancorp Investments account

Apply online:

Open a Self-Directed Brokerage or Brokerage IRA Account

Download a paper application:

Self-Directed Brokerage Account Application

Self-Directed IRA Account Application

Transfer assets to your U.S. Bancorp Investments account

Request online:

Transfer assets electronically

Download a paper form:

Account Transfer form

Account Forms

Characteristics and Risks of Standardized Options