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Here’s what you can expect from U.S. Bank.

We’ve started to integrate the investing and wealth management offerings of our two organizations, and we are working hard to ensure that you retain your existing relationships. With Wealth Management from U.S. Bank and U.S. Bancorp Investments, you’ll have the expertise of U.S. Bank, which provides banking, trust, planning and investments and services, as well as the resources of U.S. Bancorp Investments, which delivers planning, investment, insurance and brokerage services.

Return to this page often as it will be updated regularly. You can also expect to receive additional information from your relationship manager and in the mail throughout the coming months.

Wealth management transition details

Banking

You’ll receive a financial services guide that explains our banking services in detail. Your bank accounts will be the first to transition to U.S. Bank in May 2023.

Trust and investments

Your trust and investments accounts will transition to U.S. Bank in June 2023.

Brokerage

Your brokerage accounts will remain at UnionBanc Investment Services.

Receive support before your accounts transition.

Continue to bank and invest as you would normally. You’ll continue to work directly with your existing team at Union Bank.

Your existing relationship manager or client support team can help you understand what to expect and answer any of your questions.

Wealth Management combines a distinct array of benefits.1

  • Extensive investing resources, with new platform and product options
  • Enhanced online technology and mobile transaction capabilities
  • Complimentary wealth planning
  • Additional trustee services and options
  • Large national presence with ability to do mortgages and loans throughout the U.S.
  • Services for business owners looking to transition

Get answers to transition questions about your wealth management accounts.

U.S. Bank may not have access to all information until your accounts are converted. Therefore, all account information and servicing functions will remain at Union Bank until that time. Please continue to work with your existing relationship team as you always have. Should changes occur, we will contact you directly.

We’re working hard to ensure that your experience with us remains as convenient as possible. We will reach out to you directly if there is a location change affecting any of your accounts or relationships.

We provide a comprehensive suite of wealth management products and services and do not foresee any material gaps in coverage. In fact, we believe that the transition will unlock an even broader range of wealth management capabilities, services and tools for all our transitioning clients.

Generally speaking, the transition timeline is based upon the products you use at Union Bank. We’ll automatically transition all banking, credit and lending products in May 2023. Trust and investments accounts from Union Bank will transition in June 2023.

Whenever possible, you will retain your existing relationship management team.

It’s possible that fee arrangements will be raised or lowered since Union Bank products and services may differ from U.S. Bank. We’re committed to ensuring that you are minimally impacted by this transition.

We are making every effort to update you early and often. You can expect notification in a variety of ways, including:

  • From your relationship manager
  • Email and online
  • Mailed letters
  • In-branch messaging
  • Statement messages and more

Please visit us here to learn more about all the ways we can work with you.

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Disclosures

  1. Additional fees may apply.

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Investment and insurance products and services including annuities are:
Not a deposit ● Not FDIC insured ● May lose value ● Not bank guaranteed ● Not insured by any federal government agency.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

The information provided represents the opinion of U.S. Bank and U.S. Bancorp Investments and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

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For U.S. Bank:

Deposit products are offered by U.S. Bank National Association. Member FDIC.

Credit products offered by U.S. Bank National Association and subject to normal credit approval.

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

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For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.

Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

U.S. Bancorp Investments Order Processing Information.

Municipal Securities Education and Protection– U.S. Bancorp Investments is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at www.msrb.org.