Instructions for Submitting Your Account Application

  1. Select the application type depending on the type of account you’re planning to open.
  2. Read your Client Relationship Summary and Brokerages Services Disclosure Summary, and, if this is an IRA application, make sure you have read the applicable IRA Agreement on the Disclosure Page.
  3. Print the application, complete all relevant client information, and sign your account application.
  4. Make yourself a copy of the application for your records.
  5. Attach legible and unexpired copy of your government issued photo-identification, such as a driver’s license or passport, to your application. Your account cannot be opened without it.
  6. Include any initial deposit check.
  7. Mail your application with original signature, copy of photo-ID, and any additional paperwork to:
    CUSO Financial Services, L.P.
    10150 Meanley Drive, 1st Floor
    San Diego, CA 92131
  8. About 1-2 days after we receive and approve your application, we’ll send you an email with instructions on how to create your User ID and Password online.

PDF Applications

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 ( / SIPC ( 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.