Offer Details
Written by: RJ
Requirements
- Open a new investment account with virtual financial advisors
- Fund $25k by 5/30/25
- Maintain balance through 8/30/25
- Bonus posts by 9/30/25
Eligibility
- Nationwide
- Must phone in to open account
Fees
- Likely, as this is not a self managed account
- Advisor fee schedule Not sure if this is it
Account Closure
- No rule listed
Chex
- N/A
Valid through: 5/30/25

Thoughts
If you’re looking to join US Bank for Smartly credit card, this could be a way to work towards the $100k and get a bonus in process. My guess is the account being managed by virtual bankers is going to cost something, not sure what.