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Login
Login from your Pivot welcome screen. The homepage provides quick access to your portfolio summary, trade activity and notifications.
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Streamline your onboarding process.
Pivot onboarding eliminates duplicative requests and ensures timely onboarding. Upload documents and view in a secure centralized hub.
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Open additional accounts.
Easily open additional accounts with digitized forms, status updates along with eSignatures and document management.
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View cash availability summary.
View cash summary and projections. See transaction types and change the currency filter. Review subscriptions and redemptions, purchases and sales, trades, interest and dividends.
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Securely initiate cash movement requests.
Make a transfer and set-up permissions by choosing who from your organization has access.
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View reports, statements and documents.
Search, filter and download documents Schedule statements for delivery to the File Cabinet and locate tax documents.
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Complete your first-time login.
Check your email to complete the registration process. Then, view trade activity status, export your trade history and opt-in to online or email alerts for trade and cash activity.
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See an overview of your transactions.
The portfolio overview provides detailed transactions. View types of cash and total market value, customize your view and download data. See transactions in the past 30 days or select a date range.
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View detailed trade activity.
See assets and trade activity, including intraday updates. View unrealized and realized gains and losses and accrued income. Create account groups to view combined information or view one or more groups at a time.
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Run reports on demand or schedule.
Schedule and distribute reports to other Pivot users in your organization. Access recent files quickly
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View trade activity status.
See trade activity status for today and three prior business days. Select a data range from the calendar to see history and export the report. Opt-in to online or email alerts for trade and cash activity.
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Find your transfer agent reports in the Pivot File Cabinet.
Search for your transfer agent reports by account name, number or group. View as a list or browse groups of accounts. Download single or multiple reports.
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Upload already executed trades.
Submit or drag/drop templates for U.S. Trades; U.S. and non-U.S. trades (global and FX); or U.S., non-U.S. and swaps. Documents are saved in the File Cabinet.
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About Investment Services
Grounded on the highest ethical standards, U.S. Bank partners with you to provide reliable and responsive corporate trust, custody and fund services tailored to our diverse client base. With $10.3 trillion in assets under custody and administration, our Investment Services division operates a network of more than 3,700 employees in more than 100 offices across the U.S. and Europe to fully support your unique local, national and international needs.