If you’re looking to get personalized financial guidance and make your money work harder for you, U.S. Bancorp Investments is offering a $250 bonus for new clients who invest $25,000 or more in a new account through their Wealth Management Advisory Center by May 30, 2025. It’s a solid offer for investors who want collaborative, goal-driven advice—without walking into a branch.
READ MORE: HERE’S OUR LIST OF THE BEST INVESTMENT AND SAVINGS BONUSES
Key Takeaways
- Bonus Amount: $250
- Deposit Requirement: $25,000 in new funds
- Deadline to Fund: Within account opening and by May 30, 2025
- Bonus Payout: By September 30, 2025
- Hold Period: Maintain funds through August 30, 2025
- Eligibility: New accounts only via virtual advisors
- Promo Code: Must apply through U.S. Bancorp Investments virtual team
- Excluded Accounts: Self-directed, 529s, rollovers, annuities, insurance, and more
How to Earn the $250 Bonus
- Open a New Investment Account
- Must be opened through the Wealth Management Advisory Center
- Call 844-274-4226 to get started
- Invest $25,000 or More
- Funds must be net new (not already at U.S. Bancorp Investments)
- You have until May 30, 2025 to fund the account
- Maintain the Funds
- Keep at least $25,000 in the account through August 30, 2025
- Market fluctuations won’t count against you, but withdrawals will
- Receive Your Bonus
- You’ll get $250 by September 30, 2025
- For IRAs, the bonus is credited as earnings within the account
Trending Checking Account Deal:
Who’s This Offer For?
This bonus is ideal for anyone who wants a more hands-on investing experience without the full cost of a private wealth manager. If you’re seeking personalized guidance, access to a team of licensed advisors, and peace of mind that your portfolio is professionally managed, this is a great opportunity.
You’ll be able to manage your investments alongside your U.S. Bank accounts and adjust your strategy as life evolves.
Who’s Not Eligible?
This offer does not apply to:
- Accounts opened at a U.S. Bank branch
- Self-directed accounts
- Employer-sponsored retirement plans
- 529s, UTMA/UGMA, Rollover IRAs, and Annuities
- Existing U.S. Bancorp Investments customers
- U.S. residents with government restrictions on gifts or bonuses
Our Take
For those who prefer collaboration over DIY investing, this is a generous offer. You get real financial planning plus a $250 bonus just for getting started. It’s not the best fit for hands-on traders or small investors, but if you’ve got $25K ready to invest and want expert support, this one’s worth a serious look.
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