WEBVTT

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[MUSIC PLAYING]

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SPEAKER: Meet the U.S. Bank
pivot onboarding module,

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an online tool that streamlines
your onboarding process

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end to end, providing
features that

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eliminate duplicative
requests and ensure

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a timely and
accurate onboarding.

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Easily see the
progress of your event,

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including tasks you're
responsible for completing,

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and the status of key
milestones in the process.

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The top priority section
shows the next upcoming tasks

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based on due date.

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U.S. Bank associates
assigned to your relationship

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for each service
line are available

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should you need assistance.

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Access the task list for a
comprehensive list of items

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that need to be completed.

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The list can also be filtered
by selecting specific service

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lines, statuses, or a
combination of both.

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Use the search function
to find specific items.

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Certain tasks allow
review and validation

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of key forms and data to
support system setups.

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Documents can be uploaded
in multiple ways.

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Use the Upload Document
link on the dashboard

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when top priority tasks
include document collection.

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Items on the task list
will include the ability

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to upload documents
when applicable.

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The file cabinet module
provides a centralized location

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to view, search, and download
all pertinent files involved

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in your onboarding.

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Complete customized actions
specific to your exact products

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and needs.

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Forms guide you through
providing critical data,

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company, and fund information.

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Task list items facilitate the
collection of additional data.

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Pivot gives you secure access
to a central hub for portfolio

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data, reporting, transactions,
onboarding features, and more,

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anytime, anywhere.

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Ask your relationship manager
about obtaining access

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to U.S. Bank's Investment
Services onboarding portal.

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[MUSIC PLAYING]

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