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Access to the Dealer/Firm portal

The CSF has developed a web portal for dealers and firms to access the PDU record of their attached CSF advisors.

You don’t have your access yet?

To get access to the portal and schedule a deployment, please fill out the form below.


For any questions or requests related to the Dealer/Firm portal, please contact the CSF information center at 514 282-5777/ Toll-free: 1 800 361-9989 or by email at