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.
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.