Welcome to Pivot

Using U.S. Bank Pivot is a simple, fast and secure way to access critical information to manage your own processes and operations in an integrated way. If you’re not already a Pivot user, talk to your account manager to gain access.

Homepage Overview

  • Login, homepage overview, portfolio summary, search and export.

Onboarding

  • Pivot streamlines your onboarding process end-to-end, providing features that eliminate duplicative requests and ensure timely and accurate onboarding.

Account Opening

  • Current Pivot users who have additional accounts to open may follow these steps.

Cash Availability

  • View cash summary and cash projections; make cash summary your default view.
  • See transaction types and change the currency filter.
  • See subscriptions and redemptions, purchases and sales, trades, interest and dividends. 

Cash Management

  • Initiate and process cash movement requests.
  • Make a transfer and create transfer templates.
  • Access control – Choose who from your organization has access, and assign reviewers and approvers.

File Cabinet

  • View statements, transaction receipts and reports.
  • Search, filter and download documents.
  • Schedule statements for delivery to the File Cabinet and locate tax documents.

 

First-Time Login

  • View trade activity status for today and three prior business days.
  • Calendar – Select date range to see history and export.
  • Notifications – Opt-in to online or email alerts for trade activity and cash activity.

Portfolio Overview

  • 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.
  • View Assets and Trades details on holdings and trade activity.

Portfolio In-Depth

  • See assets and trade activity, including intra-day updates.
  • View unrealized and realized gains or losses and accrued income.
  • Create account groups to view combined information; view one or more groups at a time.

Reports

  • Run reports on demand, customize and schedule, and download.
  • Schedule and distribute reports to other Pivot users in your organization.
  • Access recent files quickly.

Trade Activity

  • View trade activity status for today and three prior business days.
  • Calendar – Select date range to see history and export.
  • Notifications – Opt-in to online or email alerts for trade activity and cash activity.

Trade Uploads

  • Submit already executed trades.
  • Upload 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.

Transfer Agent Reporting

Find your TA reports in the Pivot file cabinet, using search and filter functions.

  • Search by account name, number or group.
  • View as a list or browse groups of accounts.
  • Download single or multiple reports.

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 $9.5 trillion in assets under custody and administration, our Investment Services division operates a network of more than 5,000 employees in more than 100 offices across the U.S. and Europe to fully support your unique local, national and international needs.

 

For more information about our comprehensive investment services offering, visit us at usbank.com/investment-services.

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