On February 17, 2026, U.S. Bancorp Investments (USBI) becomes U.S. Bancorp Advisors (USBA). As part of this transition, you may receive two separate statements for each investment account. This is a temporary part of the conversion process.

Your final USBI statement shows the transfer of your holdings to the new USBA account. It will also capture any trailing interest or dividends paid to the USBI account after the transfer. Your new USBA statement confirms the receipt of your holdings. Once all in-process payments clear, they will be included in your ongoing USBA statements.

See also: Why is my investment account transitioning from USBI to USBA?