Axos Advisor Services is launching a Securities-Backed Line of Credit (SBLOC) solution to assist your clients in leveraging the value of their investments to meet their financial needs with a phased approach.
Offering securities-backed lines of credit to your clients is another solution you can use to provide a holistic financial offering for your clients' various needs. It provides your firm with an opportunity to deepen client relationships and gain a competitive advantage over other financial advisors who do not offer comprehensive investment and lending solutions. If your client’s individual or joint account is eligible, you will see a link under additional actions on the overview page. If the client starts the process from the Portal, you will receive a bulletin in Liberty and a copy of the DocuSign package. Additional Information Frequently Asked Questions Liberty User Guide – How to Execute an SBLOC in Liberty As an Axos Advisor Services client, your firm receives VIP advisor support through our Premier Banking and Lending Solutions team. If you have questions about SBLOC, please call 877-887-3030 to speak to a premier team member. If you have any additional needs or questions, don't hesitate to contact your Client Services Advocate. This week’s Liberty release will have several new updates to our Liberty Message Center functionality.
The following forms are no longer required or applicable and will be removed from Liberty, DocuSign, and our Axos Advisor Services website:
We continue to improve upon the Liberty Message Center following your feedback.
Coming soon, we’ll be updating the Account Overview tile to include functionality for adding messages and attachments. In addition, we will also be updating the “bubbles” in the Message Center notifications link to better notify users of pending cases needing attention on the Processing and Communication tabs. More information will be provided closer to our release. Are you looking to grow your advisory business? There is increasing pressure on employers to offer retirement plan options, and Axos' dedicated Retirement Solutions team is ready to help you support your small business clients.
With the startup tax credits created in the SECURE 1.0 Act and expanded in SECURE 2.0, small business employers who start a new retirement plan may be eligible for tax credits of up to 100% of eligible start-up costs. In addition, there are credits available for eligible employer contributions. Both types of credits apply to Qualified Plans, SEPs, and SIMPLE IRAs. To access these benefits and more, simply contact Retirement Solutions at [email protected]. Our team is available to answer any questions and help you grow your advisory business with the latest retirement plan options. Don't miss out on this opportunity to add value to your clients and set your business apart from the competition! Learn more in our recently published article featured in ThinkAdvisor: 4 Steps to Grow Your Advisory Business With Secure 2.0 | ThinkAdvisor More Details: SECURE 2.0 Act expands retirement plan tax credits |
Please contact your Client Service Advocate if you have any questions or concerns about these posts.
Quick Links
Liberty Login Contact Us
1-303-705-6000 |