The CFS Support Behind Your Financial Advisor

CFS offers a tremendous amount of support and technology solutions to your financial advisor. Your advisor has a multitude of resources at his or her disposal to help manage your investment planning needs, including:

Technology Tools

CFS's proprietary Web-based data management system, dataVISION®, which allows your advisor to manage all of your profile, portfolio and planning information in a secure online environment. With dataVISION your investment representative is more efficient and effective. Click here to learn more about dataVISION and our other technology tools.

Back Office Support

CFS provides comprehensive back office support to help your advisor be successful. This includes industry leading research tools, extensive training opportunities, and compliance oversight. Your advisor has a team of experts available to provide guidance and recommendations that are appropriate for your specific situation. Click here to read more about your advisor's back office support.

With full support from CFS, your advisor can focus on what's most important: you and your family's financial goals.


Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ('CFS'), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Credit Unions contract with CFS to make non-deposit investment products and services available to their credit union members.