Touch-tone Investing

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	Self-Directed Brokerage > Touch-tone Investing

Touch-tone Investing

Anywhere, Anytime Access via Touch-tone Phone*

Whether you are on the road, in your office or at home, access to your Self-Directed Brokerage discount brokerage account is as close as the nearest touch-tone phone.

Retrieve stock and mutual fund quotes quickly and efficiently.
Set up your own quote lists to access favorite quotes more easily.
Access real-time account balances.
Place stock and mutual fund orders 24 hours a day. At your request, receive notification of trade executions automatically by fax or voice*

Using Touch-tone Investing

Call 888-576-4700 and enter your account number and PIN. Then select a menu option:

* Not all accounts are eligible for trading through Touch-tone Investing. Please call Client Support for more information.

Press	To
1	Receive abbreviated or full real-time quotes, create a quote list or verify the status of your quote bank
2	Enter orders for stocks and mutual funds, cancel or change orders, or check the status of existing orders
3	Access real-time balances or full descriptions of one or all of your positions
4	Request a fax of System Instructions or the Electronic Access Agreement
7	Change your PIN, method of notification of order execution (fax or voice), or contact phone number
8	Training session for first-time users; fax back instructions
9	Repeat Main Menu options
#	Exit and switch to another account
0	Obtain personal assistance

Securities and Exchange Commission Rule 11Ac1-6

U.S. Bancorp Investments, Inc. has prepared the linked report pursuant to U.S. Securities and Exchange Commission rule 11Ac1-6 requiring quarterly reports of order routing practices. The report provides information on the routing of any order that the customer has not specifically instructed to be routed to a particular venue for execution. For these non-directed orders, U.S. Bancorp Investments, Inc. has selected the execution venue on behalf of its customers. View the U.S. Bancorp Investments, Inc. 11Ac1-6 report.

Investment products and services are available through U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through U.S. Bancorp Insurance Services, LLC, in Montana U.S. Bancorp Insurance Services of Montana, Inc., and in Wyoming U.S. Bancorp Insurance & Investments, Inc. All are licensed insurance agencies and subsidiaries of U.S. Bancorp and affiliates of U.S. Bank. Policies are underwritten by unaffiliated insurance companies and may not be available in all states. CA Insurance License Number OE24641.

NOT A DEPOSIT	NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
MAY LOSE VALUE	NOT GUARANTEED BY THE BANK

U.S. Bank is not responsible for and does not guarantee the products and services, or the performance of the products or services, offered by its affiliates or by third parties.

* U.S. Bancorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC is not a tax advisor. When it is appropriate, you are encouraged to seek professional tax advice.






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