U.S. Bank Pivot

The U.S. Bank Pivot mobile app is a comprehensive tool designed for both Custody and CDO clients. It provides a convenient and efficient way to manage your accounts and deals on the go. With the app, you can access important information and perform various actions related to your assets, trades, gain loss, accruals, and more.

For Custody clients, the app offers a variety of features such as the Files Cabinet, Transactions, Cash Approval, Corporate Actions, and Notifications. The Files Cabinet allows you to easily search and download any statements, reports, or documents from the web. Transactions give you a centralized view of all cash and trades transactions for all your accounts. With Cash Approval, you can quickly approve or decline cash transactions, ensuring timely and efficient management. The Corporate Actions feature provides a comprehensive view of all ongoing and completed corporate actions, with the ability to easily review, approve, or reject elections. Notifications keep you updated on critical changes to your accounts, including trade and cash activity, alerts, and approvals.

For CDO clients, the app offers access to Deals, Files, Exposure, and Alerts. Deals provide a comprehensive view of asset, account, test, and payment information, with the added feature of Time Machine which allows you to look back at cutoff date data. The Files feature allows you to search and download governing documents, cash files, trade tickets, and reports from the web. Exposure gives you insight into your exposure to certain assets across all your deals. Alerts keep you informed of important changes to your portfolio, such as test results, rating changes, and outgoing wire notifications.

It's important to note that the U.S. Bank Pivot mobile app is only available for CDO and Custody clients. To use the app, access to the U.S. Bank Pivot web application is required. The app is free to download, but your mobile carrier may charge access fees depending on your individual plan. With the convenience of the mobile app, managing your accounts and deals has never been easier. Stay connected and in control of your financial assets with the U.S. Bank Pivot mobile app.