On Sunday, March 17, beginning at 8 a.m. MT, we will be performing system maintenance within Liberty. We anticipate this to last 4-5 hours. Access to services will be restored as quickly as possible.
If you have already adopted the Client Portal, your clients will not be able to access their advisor-managed accounts. If you have any questions, please contact your Client Services Advocate. Thank you for your patience. We have an upcoming enhancement to our process for contribution requests within Liberty that will streamline and improve efficiencies when making contribution requests. Look for more information on this enhancement in an upcoming RIA Connection.
As we approach the launch of the new Axos Client Portal, we want to help answer any questions you may have about the new portal and your client’s experience. About the Portal The Axos Client Portal (ACP) provides your clients with an enhanced digital experience where they can view and manage their investment accounts. Clients will automatically see all their managed accounts and will have access to Axos premier banking and lending solutions, letting you address your client’s needs holistically. Watch the Demo Additional Resources
Prioritizing your experience and empowering you with helpful information is our goal. Please use the quick links on the far right to access our Frequently Asked Questions and Axos Client Portal user guide. Does your firm have what it needs to unlock the potential of integrated banking? Our latest Advisor Insights Report offers a roadmap to increase client satisfaction, gain a competitive advantage, boost revenue, retain clients, and provide holistic advice. Axos is committed to delivering meaningful value to your advisor-client relationships; our holistic banking solutions can help enhance your value proposition, empowering you to keep your clients’ complete financial landscape in mind while fostering growth for your firm.
At Axos Advisor Services, we are always thinking of new ways to help you grow your business and deliver more value to your clients. As an Axos client, your firm receives VIP advisor support through our Premier Banking and Lending Solutions team. If you need assistance, please call 877-887-3030 to speak to a premier team member for support with strategy, product features, and positioning. |
Please contact your Client Service Advocate if you have any questions or concerns about these posts.
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