WEBVTT

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[MUSIC PLAYING]

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SPEAKER: The Assets
view in U.S. Bank Pivot

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provides a detailed
view of your holdings.

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You can customize the
date range to show up

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to 24 months of history.

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These views are available in
trade date or settlement date.

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The Trades view provides a
consolidated detailed view

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of your trade activity,
including intraday updates

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of your trade status.

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You can customize the
date range to see up

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to 24 months of history.

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These views are available in
trade date or settlement date.

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The Gain and Loss
view in your portfolio

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provides a detailed
view of your unrealized

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and realized gains or losses.

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You can customize the
date range to support up

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to 24 months of history.

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These views are
available whether you

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are looking at a trade
date or a settlement date.

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The Accruals view provides
a summary and detailed view

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of your accrued income for
the prior business day.

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Portfolio Online Views,
Reports, and File Cabinet

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allow you to search
by account groups.

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This will allow you to easily
view combined information

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to set up an account group.

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Choose Manage Account
Groups, Add New Group,

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then enter an
account group name.

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The magnifying glass
allows you to search

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for a specific account
name or number.

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And the Eye icon allows
you to see your selections.

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Select two or more
accounts and press Save.

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In your Online
views, you can select

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a group or multiple
accounts from the dropdown.

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Using U.S. 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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