U.S. Bancorp Investments Bank Link / U.S. Bancorp Investments Inc. / Financial Industry Regulatory Authority / slip.* A. Link To Bank / Securities Investor Protection Corporation / U.S. Bank N.A. / Exchange Traded Funds / Asset Management Inc. / Student U.S. Bancorp Investments / U.S. Bancorp Insurance Services LLC / Business Continuity Disclosure U.S. Bancorp / B. Instructions Bank / FAF Advisors Inc. / Quasar Distributors LLC / First American Funds / NOT GUARANTEED BY THE BANK MAY / First American Fund Money Market Funds / /
Country
United States / /
Currency
USD / / /
Event
Person Communication and Meetings / Bankruptcy / Reorganization / M&A / Dividend Issuance / Name Change / Business Partnership / Product Issues / Product Recall / /
IndustryTerm
financial products / shareholder communications / father-in-law / bank account / products / insurance / bank account number / daughter-in-law / brother-in-law / Insurance products / son-in-law / Online Investing / bank / insurance product / brokerage subsidiary / income product / insurance carrier / bank link / required bank link / variable insurance contract / electronic recording equipment / particular telephone conversation / telecommunications accessibility / federal law / automated transaction processing / telephone conversations / services / investment product / unaffiliated insurance / /
Organization
U.S. Government / U.S. Securities and Exchange Commission / FINRA / U.S. Treasury / Internal Revenue Service / U.S. Bank National Association / Self Regulatory Organization / UN Court / Federal Deposit Insurance Corporation / FDIC / BANK MAY LOSE VALUE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY / / /
Position
custodian / broker / trustee / broker-dealer / tax advisor for tax considerations / authorized officer / investment adviser / customer service representative / Homemaker / representative / legal advisors / attorney / driver / Expiration Date Driver / investment advisor / senior officer / Director of Compliance / broker /dealer / tax advisor / policy making officer / director / broker/dealer / investment advisor / /
SELF-DIRECTED BROKERAGE ACCOUNT APPLICATION CLIENT INSTRUCTIONS If linking a bank account: Submit voided check or pre-printed savings slip.