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Text Content

 * Training
 * Unio
 * OSJ

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 858-530-4400, Ext 3685, if we may
be of further help!

FOR INTERNAL USE ONLY



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