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Here’s what to expect during the transition.

Wealth management services are moving to U.S. Bank. Sign up for U.S. Bank mobile and online banking to continue accessing your accounts digitally. Clients with brokerage accounts, deposit accounts, and loans and lines of credit can sign up on May 30. Trust and investment clients can sign up on June 5.

UnionBanc Investment Services (UBIS) clients will continue to use Wealthscape InvestorSM1 to view account details, move money, access documents and more.

You can expect to receive additional details in the mail and via email in the coming weeks.

Learn more about mobile and online banking

Wealth management transition timeline

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may

Transition information is delivered.

Banking clients will receive a financial services guide and other information in the mail and via email. Make sure your contact information with Union Bank is up to date.

 

Upcoming date

memorial day weekend

MAY 27 TO 29

Deposit accounts, loans and lines of credit, and UBIS brokerage account digital access transition to U.S. Bank.

You’ll be unable to access Union Bank mobile and online banking from May 27 through 29 while accounts transition. UBIS brokerage accounts will continue to have direct login access to Wealthscape Investor.

 

Upcoming date

may 30

Clients with deposit accounts, UBIS brokerage accounts, and loans and lines of credit can sign up for U.S. Bank mobile and online banking.

 

 

Upcoming date

june 2 to 4

Trust and investments transition to U.S. Bank.

You’ll be unable access your accounts online from June 2 through 4 while accounts transition.

 

Upcoming date

june 5

Trust and investment clients can sign up for U.S. Bank mobile and online banking.

 

 

Key transition details

Banking

  • A financial services guide and other information will be sent via mail in April.

  • Checking and savings accounts, ATM and debit cards, CDs and IRAs, loans and lines of credit will move to U.S. Bank on Memorial Day weekend – May 27 to 29.

  • Accounts will move automatically.

  • You can sign up for U.S. Bank mobile and online banking on May 30 to view and manage your accounts digitally.

Brokerage

  • Brokerage accounts will remain at UBIS.

  • You will continue to use Wealthscape Investor to view account details, see documents, move money, place trades and more.

  • You can sign up for U.S. Bank mobile and online banking on May 30 for view-only access.

  • Scheduled transfers between your UBIS brokerage accounts, new U.S. Bank deposit accounts and other financial institutions will continue automatically.

Trust and investments

  • Trust and investments accounts will transition to U.S. Bank from June 2 through 4.

  • Accounts will move automatically.

  • You can sign up for U.S. Bank mobile and online banking on June 5 to view and manage your accounts digitally.

Learn more about wire transfers.

The U.S. Bank Wire Reference Guide (PDF) is a comprehensive overview that provides important information about the wire processing at U.S. Bank. A guide specifically tailored to trust and investment customers (PDF) is also available.

Discover a new array of benefits with wealth management.2

As a wealth management client, you’ll have access to a diverse suite of products:

  • Wealth planning: Benefit from an interactive planning experience and expert advice.

  • Investment management: You will have access to comprehensive investing capabilities and sophisticated strategies, including fixed income, equities/stocks, commodities, real estate and, when appropriate, alternative investments such as private capital, hedge funds and derivatives.

  • Trust and estate services: Our team can administer plans from the simplest to most complex and consult on privacy and situs needs while considering taxes.

  • Private banking: Our customized cash management and financing products and specialty services include liquidity management, asset and liability planning, custom financing and business services.

  • Digital tools: Enjoy improved money movement across your bank accounts, intra-day pricing information on your investments, shared access for your banking and trust accounts, and the ability to aggregate and view your external accounts.

  • Insurance: Our affiliate, U.S. Bancorp Investments, can help you with life, disability and long-term care insurance.

  • Business Owner Advisory Services: Our team, including our affiliate, U.S. Bancorp Investments, offers unbiased and objective advice as you consider all aspects of your wealth from both a business and personal financial perspective.

Get answers to transition questions about your wealth management accounts.

If you have deposit accounts, a UBIS brokerage account or loans and lines of credit, you can sign up for U.S. Bank mobile and online banking on May 30. If you only have a trust and investment account, you can sign up on June 5. At this time, you will no longer have access to mobile and online banking through Union Bank.

Learn more about how to sign up for mobile and online banking at U.S. Bank here.

You can view your brokerage account details, access account documents, move money and more within Wealthscape Investor. From the online banking dashboard you can click on your account to seamlessly access the Wealthscape Investor desktop site, and from the mobile banking app you will be able to get the Wealthscape Investor mobile app. You can also continue to log in directly to the Wealthscape Investor platforms.

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 or UBIS financial advisor 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. The transition will unlock an even broader range of wealth management capabilities, services and tools for all our transitioning clients.

The transition timeline is based upon the products you use at Union Bank or UBIS. We’ll automatically transition all banking, credit and lending products between May 27 and 29. Trust and investments accounts from Union Bank will transition from June 2 through 4. UBIS clients can sign up for U.S. Bank mobile and online banking on May 30 for view-only access.

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.

Your UBIS brokerage account will be linked to your new U.S. Bank deposit accounts. Money movement through UBIS will continue uninterrupted. Keep scheduling transfers between your U.S. Bank deposit account, or accounts at other financial institution, and your UBIS brokerage account as you always have on the Wealthscape Investor platform.

Yes. You can give additional users access to your account. This can be completed online or in the U.S. Bank Mobile App. This feature is not available for UBIS brokerage accounts at this time.

Deposit accounts and trust and investment accounts can link to third parties. You will need to work with third parties directly to provide your financial data. During enrollment with a third-party service, you should be redirected to a U.S. Bank login screen. You will be prompted to enter your personal ID and password. Authenticating your identity directly with us allows you to share your account information without disclosing your login credentials.

For privacy, ensure that the URL in the web browser is usbank.com and the trusted website lock icon is displayed. Click the lock icon to make sure it is registered to usbank.com. Once you’re logged in, you may be redirected to Akoya for added security and to choose your account.

Third parties will not be able to automatically access UBIS brokerage accounts. 

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Disclosures

  1. Wealthscape InvestorSM is provided by National Financial Services LLC on behalf of UnionBanc Investment Services. Wealthscape Investor is a service mark of FMR LLC. All rights reserved.

  2. 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, UnionBanc Investment Services, 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, U.S. Bancorp Investments and UnionBanc Investment Services 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 and UnionBanc Investment Services.

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

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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.

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For UnionBanc Investment Services:

Brokerage and investment advisory services offered by UnionBanc Investment Services LLC, an SEC-registered broker-dealer, investment adviser, member FINRA / SIPC and subsidiary of U.S. Bancorp.

UnionBanc Investment Services 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.

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.