Access your investments online
CUSO Financial Services, LP provides you with a high quality and cost effective means for managing your investments. You can access your investment portfolio and more online, making it simple and convenient for you.
Organize Your Accounts
Sign up for SelectLink® to combine statements for accounts that share the same address, and receive easy-to-read summary page.
Every year since 2007, your statement has earned an Excellent designation by DALBAR INC. in the "Trends and Best Practices in Investor Statements" category.
Simplify Your Experience
With one-click navigation, enhanced readability, and the ability to quickly access and review information.