Earn up to $1,000 when you open a new investment account with U.S. Bancorp Investments and add qualifying balances. Offer expires 8/31/24.
Key Takeaways
- Open a new investment account with U.S. Bancorp Investments.
- Deposit $250,000 or more to earn a bonus of up to $1,000.
- Promotion period runs from June 10, 2024, to August 31, 2024.
- Maintain qualifying balances through December 31, 2024, to receive the bonus on January 30, 2025.
How Can You Earn Up to $1,000 with U.S. Bancorp Investments?
Are you ready to boost your investment portfolio? U.S. Bancorp Investments has an enticing offer for new investors.
From June 10, 2024, to August 31, 2024, you can earn up to $1,000 by opening a new investment account and adding substantial balances.
Let’s dive into the details of how you can make the most of this opportunity.
READ MORE: FIND OUR BEST BANK BONUSES HERE
U.S. Bancorp Investments Sign Up Offer
To qualify for this lucrative promotion, follow these steps:
- Meet with a Wealth Management Advisor: Begin by opening a new investment account with U.S. Bancorp Investments.
- Transfer Your Funds: Ensure that by August 31, 2024, you transfer the required new money to your account.
- Maintain Your Balance: Keep the threshold amount in your account through December 31, 2024.
The bonus you receive will be based on your deposited amount:
- Deposit $250,000 – $499,999 to earn $250.
- Deposit $500,000 – $999,999 to earn $500.
- Deposit $1,000,000+ to earn $1,000.
Discover why Interactive Brokers stands out as the top brokerage choice for savvy investors.
Why Choose U.S. Bancorp Investments?
Award-Winning, Full-Service Investing
U.S. Bancorp Investments was ranked #1 in Investor Satisfaction with Full-Service Wealth Management Firms by J.D. Power. This accolade reflects their commitment to providing excellent service, trust, and value to their clients.
Benefits of Being a Wealth Management Client
- Dedicated Wealth Management Team: Receive expert guidance and support tailored to your needs.
- Comprehensive Financial Planning: Access complimentary financial planning and robust digital tools.
- Exclusive Products and Pricing: Benefit from preferred rates and fee waivers on various banking services.
- Regular Progress Reviews: Stay on track with regular meetings and online dashboards to monitor your financial goals.
Insights and Market News
Stay informed with up-to-date reports on economic events and market news, helping you make educated decisions about your investments.
Our Take on the Offer
This promotion from U.S. Bancorp Investments is a fantastic opportunity for investors looking to grow their wealth with a reputable firm. The bonus structure is generous, and the comprehensive support from the Wealth Management team adds significant value.
If you have the means to deposit $250,000 or more, this offer is worth considering.
READ MORE: SEE THE BEST BANK BONUSES HERE AND THE BEST INVESTING BONUSES HERE.
Frequently Asked Questions About U.S. Bancorp Investments
Q: What types of accounts are eligible for this promotion? A: Most non-qualified investment accounts and IRAs are eligible. However, certain account types like insurance products, annuities, and employer-sponsored retirement plans are excluded.
Q: When will I receive the bonus? A: If you meet the qualifications, the bonus will be credited to your account on or about January 30, 2025.
Q: Are there any tax implications for the bonus? A: Yes, the bonus may be considered taxable income. U.S. Bancorp Investments may issue an IRS Form 1099 reflecting the value of the bonus.
For more information or to start the process, visit the U.S. Bancorp Investments website and schedule a meeting with a Wealth Management Advisor today.
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