Atria Recruits Mobiloil Credit Union With Over $1 Billion In Assets

Wealth Solutions Report | James Miller

May 18, 2023

Atria’s Credit Union-Focused Broker-Dealer Subsidiary CFS Signs Multi-Year Deal To Support Texas Credit Union With Nearly 75,000 Members


CUSO Financial Services (CFS), a broker-dealer subsidiary of Atria Wealth Solutions focused on the credit union wealth management space, announced a multi-year partnership with Beaumont, Texas-based Mobiloil Credit Union, with 12 branches across southeastern Texas serving almost 75,000 members and holding over $1 billion in client assets.

Founded in 1935 as Magnolia Employees Beaumont Texas Federal Credit Union, Mobiloil members will gain access to the Clear1 portal and mobile app, a co-branded member portal and app that connects a member’s credit union and wealth management services, including a single sign-on integration.


Continue reading at Wealth Solutions Report »