U.S. Bank Pivot 25.0.1

For clients using the CDO and Custody services at U.S. Bank, the Pivot mobile app offers a range of essential features tailored to their needs. Whether you are on your way to work, out of the office, or meeting with a client, this app provides convenient access to crucial tools and data while you are on the go.

Key features include:

• For Custody Clients:
  • Accounts offer a comprehensive overview of assets, trades, gain/loss status, and accruals.
  • Files allow you to search for and download statements, reports, or documents stored in the web-based File Cabinet.
  • Transactions provide a consolidated view of cash and trade transactions across all accounts.
  • Notifications keep you informed about significant changes in your accounts, such as trade and cash activities, alerts, and approvals. Notifications can be customized for specific accounts or across all accounts.
• For CDO Clients:
  • Deals offer a detailed look at asset, account, test, and payment information, along with access to the Time Machine feature for reviewing past cutoff date data.
  • Files enable you to find and download governing documents, cash files, trade tickets, and reports stored in the File Cabinet online.
  • Exposure gives you an overview of asset exposure across all your deals.
  • Alerts notify you of critical portfolio changes, such as test result updates, rating adjustments, and outgoing wire notifications.

Please note: The U.S. Bank Pivot mobile app is exclusively available for CDO and Custody clients. Access to the U.S. Bank Pivot web application is necessary to utilize the mobile app. While the app itself is free to download, standard data rates from your mobile carrier may apply based on your plan.