Life for clients of bank and credit union investment programs run by CUSO Financial Services and Sorrento Pacific Financial has just become a little easier.

The two sister broker dealers on Tuesday released a new mobile app that allows retail investment clients to capture document images via their iOS or Android device and send them securely to their financial advisors for inclusion in their portfolio documentation.

Register or login for access to this item and much more

All On Wall Street content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access