Welcome!
We are so excited to have you as part of our team. Whether you are new to the industry, or a seasoned professional, learning new technologies can be challenging. We’ve created a training curriculum specifically for you, and we encourage you to take advantage of this customized training path. Familiarize yourself with Unio, our web-based platform, workflows for processing investment transactions, and our supplementary technologies such as Albridge and MoneyGuidePro®.
To get started, log in to Unio and follow the below path to launch the Learning Center:
You have been assigned a few courses to get you started.
We offer New Hire Training every-other Tuesday at 11 am PST. To register click HERE
Need more help? Here are some key contacts to help you in this process:
- For assistance with login credentials and password resets, contact Help Desk at 858-530-4486 or via email at dvhelp@cusonet.com
- For Training Services contact Karla Thompson at 858-530-4470 or via email at kthompson@cusonet.com
Your requested access to the Unio system has been processed and approved.
Download the ‘Unio tutorial’ for a step by step of how to log in: Datavision-Unio First Time Log In
Requirements: System Requirements
Set up your computer for compatibility with Unio. Please see the attachment ‘Unio System Requirements and required settings’ and apply all recommended settings. You must have Administrative rights to your computer in order for the settings to apply. If you do not have Administrative rights to your computer, please forward the attached instructions to your IT department. You can also find them in Unio, by going to the ‘Resources’ drop down on the blue bar and selecting ‘Reference’.
If you have any questions, please feel free to contact the Help Desk at dvhelp@cusonet.com or (888) 566-1482, Option 2.
FOR INTERNAL USE ONLY
Your OSJ team welcomes you!
We know one of the first things on your mind is “When can I start writing business?” We are also excited to see you get off to a running start!
You will get a Welcome call soon from the OSJ team and we’ll send you our contact information along with a short bio about your new OSJ. In the meantime, please jump in to the training site and start learning the Unio basics. After you’ve mastered the basics and get familiar with Unio, your OSJ will schedule a New Rep Orientation call with you that will cover the important things you’ll need to know to submit business correctly and avoid getting your trades rejected. Your OSJ does not want you to have to go back to the client to correct errors on your documents any more than you want that to happen. Together we can get off to a great start.
We want to hear what you expect from us and we’ll also let you know what we will be asking of you. We’ll discuss suitability, liquidity, concentration and a lot more on this orientation call.
In the meantime, the links at the bottom of this page should prove helpful to you as you get prepared to begin your journey at CFS!
Please feel free to call the OSJ Department at 858-530-4458, if we may be of further help!
FOR INTERNAL USE ONLY