WEBVTT

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[MUSIC PLAYING]

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SPEAKER: The file
cabinet in US Bank Pivot

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is a repository for your
reports, statements,

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and documents.

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You can filter by As
Of or Upload Date.

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By default, the past
100 days are displayed

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in the file cabinet list.

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You can filter by
type, or you can

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search by account name, account
number, or account groups.

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The list view contains scheduled
reports, transaction receipts

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for trade and cash activity
initiated in Pivot,

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and scheduled statements.

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To view your statement,
select the Statements View.

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By default, your last 100 days
of documents will display.

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You can search by date
to view prior periods.

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To download a single document,
click on the PDF icon.

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To select multiple
statements for download,

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select the box, and then
the blue download icon.

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A zip file will be generated.

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In addition to downloading
individual statements

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within the file
cabinet, a zip file

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may be scheduled for
delivery directly

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to files in the file cabinet.

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It will also generate an
email alert notifying you

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that it is ready.

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Tax documents are available
under the file cabinet

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navigation.

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Select File Cabinet,
Tax Documents.

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Retrieve your prior
year's tax documents

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by selecting your account,
tax year, and then search.

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Open a single document
or select some or all

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to be delivered to your
file cabinet in a zip file.

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Using US Bank Pivot is a
simple, fast, and secure way

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to access critical information
to manage your own processes

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and operations in
an integrated way.

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So if you're not
already a Pivot user,

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talk to your account
manager to gain access.

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You can set up your
account in four easy steps.

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[MUSIC PLAYING]

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