For Financial Services Firms

SEC/FINRA

Achieve top-tier

cybersecurity protection

Reduce compliance and audit preparation time

Gain peace of mind to focus on your business

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Plan Benefits

All advisors using Scottrade as custodian will receive:

10% off standard Unify pricing 

 

Complimentary vulnerability assessment 

 

Cybersecurity awareness training & webinars

 

Prioritized customer on-boarding & support

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