WEBVTT

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[MUSIC PLAYING]

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SPEAKER: The cash and
portfolio summaries

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are overviews of
your transactions.

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To see more detailed
transactions and holdings

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activity, navigate to
the Portfolio Overview.

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After selecting
the account, you'll

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see an overview that
provides a breakdown of types

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of cash and total value.

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It is displayed in real
time with intraday updates.

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The portfolio pie
chart allows you

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to see a visual of your
portfolio of funds by industry.

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You also have the
flexibility to view

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the chart by rating
industry, country,

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asset type, or location.

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Below the pie chart, you'll
see specific transactions.

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The activity table displays the
last 30 days of transactions

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based on the currency selected.

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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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On the Assets and Trades
tabs, additional details

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on holdings and trade
activity are available.

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To select what portfolio
information is displayed

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and even how it
appears on the screen,

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press the blue Gear button
and select Manage Columns.

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Manage Columns
enables you to select

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which data points you would
like to see and in what order.

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Press Apply to
save your changes.

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Portfolio views are
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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The cash summary is a roll
up of transactional activity,

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plus the cash balance or
holding in the account.

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If you need exported reports,
you can run them on demand

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or create a scheduled
customized report.

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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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