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2. Terms & Conditions
3. Profile Information
4. Identity Verification
5. User ID & Password
The registration process will allow you to create a new user ID and password with which to access your investment information on this site.
Please contact CUSO Financial Services, L.P. if you have an existing user ID and wish to link additional accounts.
You will be guided through 4 simple steps to complete your registration, during which you will be asked to:
Review and agree to the Terms and Conditions regarding the use of this website
Provide user information, including an e-mail address
Verify your identity
Create a user ID and secure password
At the end of the process you will have to activate your ID by clicking a link in an e-mail that will be sent to the e-mail address you provided.