Issue 30: 2015

In Brief

Updated Digital Account Access

Redesigned Account Access on our website and iPad app makes retrieving
account information easier.

Photograph by cavan images

» Click here to access your account and more insights.

» Not a client yet? Click here to find an office or have us contact you.

When it comes to accessing your accounts and important information, we know that convenience is paramount. That’s why we recently streamlined Account Access on our website and iPad app.

Account Access. Within Account Access on ustrust.com you can now see your U.S. Trust and banking relationships in a convenient single-screen view. Easily review and manage your accounts while seamlessly navigating between bank, brokerage,* trust and investment management accounts.

iPad app. With the redesigned Account Access on U.S. Trust’s app for iPad, you now have customizable access to a wealth of portfolio and account information, as well as the opportunity to easily contact your U.S. Trust client team. In addition, a portfolio summary provides a snapshot of current value, historical trends, asset allocation, top holdings and the latest financial news. Use
the Portfolio menu bar to access your Holdings, Balances, Account Activity and more.  

For more information, including how to register for account access, go to ustrust.com and click on Account Access.

Apple, the Apple logo and iPad are trademarks of Apple Inc., registered in the United States. and other countries. App Store is a service mark of Apple Inc.

*Brokerage services are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer, member SIPC and a wholly owned subsidiary of Bank of America Corporation.

When it comes to accessing your accounts and important information, we know that convenience is paramount. That’s why we recently streamlined Account Access on our website and iPad app.

Account Access. Within Account Access on ustrust.com you can now see your U.S. Trust and banking relationships in a convenient single-screen view. Easily review and manage your accounts while seamlessly navigating between bank, brokerage,* trust and investment management accounts.

iPad app. With the redesigned Account Access on U.S. Trust’s app for iPad, you now have customizable access to a wealth of portfolio and account information, as well as the opportunity to easily contact your U.S. Trust client team. In addition, a portfolio summary provides a snapshot of current value, historical trends, asset allocation, top holdings and the latest financial news. Use
the Portfolio menu bar to access your Holdings, Balances, Account Activity and more.  

For more information, including how to register for account access, go to ustrust.com and click on Account Access.

Apple, the Apple logo and iPad are trademarks of Apple Inc., registered in the United States. and other countries. App Store is a service mark of Apple Inc.

*Brokerage services are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer, member SIPC and a wholly owned subsidiary of Bank of America Corporation.