CUSO Plan Participant Investment Advice Agreement Recurring Payment

Please complete the billing information you’d like to process through PayPal below. Select the billing cycle (monthly, quarterly or semi-annually) and enter the fee amount per billing cycle from the Fee Schedule on your Plan Participant Investment Advice Agreement. Recurring payments continue indefinitely until canceled.

Monthly Payment

Quarterly Payment

Semi-Annual Payment

Monthly Payment

Quarterly Payment

Semi-Annual Payment

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If you have any questions or encounter technical difficulties with the Advisory Services Payment Portal, please contact your representative for immediate assistance.
Advisory services offered through CUSO Financial Services, LP, an SEC Registered Investment Advisor whose principal office is located in California.

Atria Wealth Solutions, Inc. (“Atria”) is not a registered investment adviser (“RIA”) or broker-dealer and does not provide investment advice. Investment products, services, and advice are only provided through Atria broker-dealer and RIA subsidiaries.

Cadaret, Grant & Co., Inc. (“Cadaret Grant”), CUSO Financial Services, LP (“CFS”), Grove Point Investments, LLC (“Grove Point”), NEXT Financial Group, Inc. (“NEXT”), SCF Securities, Inc. (“SCF”), Sorrento Pacific Financial, LLC (“SPF”), and Western International Securities, Inc. (“WIS”) are each registered broker-dealers (Members FINRA/SIPC). Cadaret Grant; CFS; Grove Point Advisors, LLC; NEXT; SCF Investment Advisors, Inc.; SPF; and WIS are each SEC registered investment advisers.

Cadaret Grant; CFS; Grove Point; Grove Point Financial, LLC; NEXT; SCF; SCF Investment Advisors, Inc.; SPF; and WIS are indirect wholly owned subsidiaries of Atria.

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