Exciting news!
We have improved how you and your clients can access trade confirmations within the Axos Client Portal and Liberty. Trade confirmations will be available under the Statements & Documents section in the Axos Client Portal or the About Account tab in Liberty for easy access to view, print, and download anytime. If you have any questions, please contact your Client Services Advocate." We wanted to inform you that we are currently experiencing issues with our local UPS facility, which has resulted in delayed packages being unavailable for pick-up, and, in some cases, lost. This directly impacts our ability to process and post requests and deliver the high-quality service our clients have come to know and deserve. To ensure a smoother client experience, we encourage you to use another overnight delivery service instead of UPS until their operational issues are resolved. If you choose to continue using UPS, below is a list of guaranteed delivery times.
UPS Next Day Air® Early 9 a.m. UPS Next Day Air® 12 p.m. UPS Next Day Air Saver® End of Day* UPS 2nd Day Air End of Day All other shipping methods are End of Day delivery. *The guaranteed delivery time for UPS Next Day Air Saver® deliveries has been extended to end-of-day (11:59 p.m. on the guaranteed day of delivery). We are making enhancements to improve accessibility for trade confirmations within Liberty and the Axos Client Portal. This will provide you and your clients with easy access to view, print, and download trade confirmations at any time.
We will provide additional information as we release this enhancement. If you have any questions, please contact your Client Services Advocate. We are making improvements to our Composite Model Trading functionality to reduce the risk of potential unnecessary taxable events and improve the overall client experience.
With this upcoming enhancement, RIAs will have the ability to specify if they want to create buys/sells only, or if they want to create asset transfers between models and then do boys/sells for the difference. We will provide additional information as we release this enhancement. If you have any questions, please contact your Client Services Advocate. |
Please contact your Client Service Advocate if you have any questions or concerns about these posts.
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