Unio™ is a fully integrated advisor platform designed to enrich and strengthen your client relationships. We’ve streamlined the account opening process with pre-populated fields of client information from the CRM. Mobile deposit, E-signature and scanned document submission create efficiencies for advisors and support staff.
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Headquartered in San Diego, CA, with regional program management offices located in Northern and Southern CA, MA, MN, NM, NY, NC, OH, PA, and TX.
Office
10150 Meanley Drive
First Floor
San Diego, CA 92131
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Call Us: 800.686.4724
Fax: 1.858.530.4444
Email Us: cfsweb@cusonet.com
Sales Information: cfsweb@cusonet.com
Media Inquiries:
Haven Tower Group
Julian Arenzon
424 317 4861
jarenzon@haventower.com
Technology Inquiries: Unio™ Help Desk
uniohelp@cusonet.com
CUSO Financial Services, LP (Member FINRA / SIPC) © 2022
Disclosures | CFS Form CRS | SPF Form CRS | SEC Marketing Rule Referral Disclosure Forms | Privacy Policy | Notice of Collection of Personal Information | CFS/SPF Business Continuity Plan Summary
Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CFS”) or Sorrento Pacific Financial, LLC ("SPF"), registered broker-dealers (Member FINRA (www.finra.org) / SIPC (www.sipc.org) and SEC Registered Investment Advisors. Products offered through CFS and SPF: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS or SPF. Credit Unions and Banks have contracted with CFS and SPF to make non-deposit investment products and services available to credit union members and bank customers.
Atria Wealth Solutions ("Atria") is not a registered broker-dealer or Registered Investment Advisor. CUSO Financial and Sorrento Pacific are subsidiaries of Atria.
