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pivot Contact Us Tech Support (866) 252-4360 Contact U.S. Bank We would like to hear from you. Fill out the form below to email us or simply contact us via a phone number listed below.Thank You! Thank you for your message. We will contact you shortly. An unexpected error has occurred while processing your request. . Email Us Topic * Select One Inquire about the Portal Sales Inquiry Help Request Other Name * Email Address * Phone Number * Message * Your Privacy Matters! We do not share any information with anyone outside of U.S. Bank. Call Us Technical Service Monday-Friday 24 Hours United States 866.252.4360 Europe 866.252.4360 Sales Global Corporate Trust United States Kevin Weeks 212.951.8559 Europe Joshua Theodore +44.207.330.2124 Institutional Trust & Custody Karl Wilson 801.534.6082 Global Fund Services United States Dylan Curley 201.708.9750 Europe Barry O’Brien +353.1.523.8000 TRUST CUSTODY FUNDS Welcome to Pivot Delivering data that matters most Pivot helps you make critical decisions with confidence Announcements Watch the Custody Conversation T+1 webinar replay, for insights from our U.S. Bank custody experts PDF Coming in May: Corporate Actions will soon be available through Pivot PDF Custody API is now live on the U.S. Bank Developer Portal PDF Watch the Custody Conversation T+1 webinar replay, for insights from our U.S. Bank custody experts Custody Conversation T+1 Webinar If you couldn’t make it to our Custody Conversation T+1 webinar, check out the replay to hear from U.S. Bank panelists Douglas McNaughton, Laura Cote and Brian Baker as they shared insights from our T+1 client outreach campaign. Link: https://bcove.video/43G8yRZ Coming in May: Corporate Actions will soon be available through Pivot Pivot Corporate Actions At U.S. Bank, we strive for simplicity. We’re taking your custody corporate actions experience online and in one place – Pivot, our digital client experience portal. Beginning May, Pivot corporate actions will replace e-Tran, our previous vendor tool. The Pivot corporate actions module is your gateway to a more transparent and efficient corporate actions process, allowing your teams greater visibility and control. If you have any questions, please contact your relationship manager. Custody API is now live on the U.S. Bank Developer Portal Clients already migrated onto the SEI Wealth Platform (SWP) can now harness custody data for upstream decision making Our Custody API delivers data where you need it and when you need it, enabling faster decision making and better business outcomes. Connect systems to streamline your custody data and use it upstream for daily position management, break analysis and reconciliation. Link: Home | Developer Portal (usbank.com) Market News & Insights The U.S. and Canada are moving to a reduced securities settlement cycle in May 2024 PDF Ethisphere honors U.S. Bank for 10th year PDF https://www.usbank.com/splash/investment-services/t1-settlement-cycle.html https://www.usbank.com/about-us-bank/company-blog/article-library/us-bank-named-one-of-the-2024-worlds-most-ethical-companies.html Why Choose U.S. Bank Learn About Our Technology View Core Services About U.S. Bank Your premier global provider of expert trust services to corporate clients. Technology Leverage the power of technology to enhance and improve the way you do business. Core Services Robust products and services offering, customized solutions and exceptional end-client performance. About U.S. Bank Investment Services Partnering to strengthen your success through: Deep product expertise Transactional execution Extensive market knowledge Global network access We support: Investment managers Corporations Government entities Financial institutions Not-for-profit organizations Visit us at: usbank.com/investmentservices $10.3T assets under custody and administration 100+ offices 73 04 3,700+ employees As of September 30, 2023Modern Technology Learn why Pivot might be the best client portal in the market Pivot Highlights Submit cash and trade information for processing, eliminating the risk associated with sending over email. Validate critical account activity and asset data by uploading your data to compare or viewing third party reconciliations. Analyze your portfolio by running a scenario analysis or getting quick insights at a glance in analytics tool. Customize and schedule your own online reports across one or multiple deals using current or historical data, and perform trend analysis. Word On The Street "This is perfect! This is exactly what would give us answers quickly when we usually spend a lot of time!" "Flexibility is always the key. Be able to select a report and then customize it." "Their responsiveness is a really big deal." Additional U.S. Bank Systems Trust Gateway Portal VISIT TGPTrustNow Essentials VISIT TNEU.S. Bank Global Corporate Trust Services has updated the Trust Gateway Portal to provide an enhanced web experience. FEATURES INCLUDE: On-demand access to data and reports Single point of entry for U.S. Bank’s web applications Regularly updated market news and insights Fact sheets serving as reference guides to a wide array of products TrustNow Essentials is U.S. Bank’s convenient way for you to access your trust account information via the Internet. A key feature of the TrustNow Essentials product is the ability to view, schedule, and download reports and statements. The Account Grouping feature is another key feature of TrustNow EssentialsFull-service solutions We partner with you to provide responsive and flexible corporate trust, custody and fund services to help foster your growth. Corporate trust expertise Built on a foundation of financial strength, we provide consistent guidance and industry-leading technology to drive you forward. Scalable fund services We combine customized solutions with high-quality customer service to support even the most complex products and client needs. Reliable custody solutions Offering responsive services from regional teams, we maintain the highest standards of ethics, security and transparency. Global corporate trust solutions Pivot gives you the freedom to work Business highlights Ranked #1 U.S. Asset and Mortgage Backed Trustee (Asset-Backed Alert, June 2022) Ranked #1 Global CLO Trustee (Asset-Backed Alert, June 2022) Ranked #1 Municipal Trust Provider (Refinitiv, June 2022) Ranked #1 National Corporate Trustee (Refinitiv, June 2022) More than 2,500 employees One of the strongest long-term debt ratings in the industry: A1/AA-/AA-/AA (high) CLO Our expertise in the bank loan and securitization markets is combined with innovative technology solutions to deliver comprehensive trustee, administration and agency services. Corporate and municipal Not only will our knowledgeable team of experts help ensure the successful execution of your transaction, but we will provide guidance to help you achieve your long-term goals. Structured finance Leverage our highly experienced professionals, dedicated to supporting your business requirements, during the issuance process and throughout the ongoing administration of your transactions. European services Recognised as a leading European trustee and agency provider, we have established our solid position by offering responsive, customised services coupled with a steadfast commitment to integrity. Ranked #1 ABS/MBS, CLO Corporates, Municipals Track Analyze Optimize Corporate trust expertise ContactUs Business highlights $7.3tr 168k+ 12.6m+ AUA issuances collateral files Technology Powerful analytics. Intuitive design. Game changing technology. Services 5,000 clients worldwide Full-service solutions: We offer comprehensive CLO, corporate finance, default, document custody, escrow, European trustee, public finance and structured finance services. Contact us United States Kevin Weeks 212.951.8559 Europe Joshua Theodore +44.207.330.2124 Learn more about trust Enter email for further information Thank you for your interest in the CDO portal....