WEBVTT

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[MUSIC PLAYING]

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To log into US Bank Pivot,
enter your username.

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Enter your security question
if prompted, your password,

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then press Log In.

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You may need to accept the
privacy terms and conditions.

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For your security,
every 30 days,

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you will be required to
authenticate and enter

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a six-digit code
sent to your email.

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If you forget your password,
press the Reset Password link.

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If you have other login issues,
please contact Pivot Tech

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Support.

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You will find the contact
information on the Pivot home

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page next to the Login button.

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After logging in
to Pivot, you will

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be directed to your home page.

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The home page
provides quick access

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to the information you need.

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This includes a portfolio and
cash summary, trade activity,

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notifications, recent files
posted, upload a file,

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and make a transfer.

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When you first log in
to Pivot, the home page

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defaults to a portfolio summary.

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This provides a
high-level snapshot

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of the total market value
for your entire portfolio.

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On the right, you can
see your cash balances,

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including uninvested and
invested cash, assets,

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and market value by
currency or base currency.

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When reviewing your summaries,
you may want to save them,

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and they're
available for export.

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Select Export Portfolio Data
and press the Excel file icon.

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You can save your portfolio
report to your computer.

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To search in US Bank Pivot,
press the magnifying glass

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to search for a specific
account name or number.

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You can also perform
a partial search,

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which will return many accounts
containing the search criteria.

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By clicking on the
account, you will

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be directed to the
account details

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within the Portfolio View tab.

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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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