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EDELIVERY: Enhancing the Client Experience with Timely and Secure Document Delivery

5/30/2024

 
​eDelivery Information

Mandatory Corporate Actions

5/30/2024

 
Mandatory Corporate Actions

MARK YOUR CALENDARS: Memorial Day Market Closure Information

5/22/2024

 
Market Closure Reminder

INDUSTRY NEWS: What You Need to Know About T+1

5/22/2024

 
T+1 Settlement Conversion Information 

Mandatory Corporate Actions

5/22/2024

 
Mandatory Corporate Actions

LIBERTY: Enhancements to Trade Confirmation Accessibility

5/16/2024

 
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."

IMPORTANT NOTICE: UPS Shipping Delays

5/15/2024

 
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).

LIBERTY: Message Center Case Status Updates for Clearer Communication

5/15/2024

 
Liberty Message Center Enhancements

UPDATES TO EDELIVERY: Enhanced Client Experience for eDelivery Auto Enrollment

5/15/2024

 
eDelivery Auto Enrollment

TECHNOLOGY INTEGRATIONS: WealthTechs Data File Integration

5/15/2024

 
WealthTechs Data File Integration
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© 2026 Axos Clearing LLC. Member FINRA & SIPC. All Rights Reserved.

Axos Advisor Services is a trade name of Axos Clearing LLC. Axos Clearing LLC provides back-office services for registered investment advisers. Neither Axos Advisor Services nor Axos Clearing LLC provides investment advice or make investment recommendations in any capacity.

Securities products are offered by Axos Clearing LLC, Member FINRA & SIPC. Investment Products: Not FDIC Insured - No Bank Guarantee - May Lose Value.

​No information presented constitutes a recommendation by Axos Clearing LLC or its affiliates to buy, sell, or hold any security, financial product, or instrument discussed therein or to engage in any specific investment strategy. Axos Clearing, LLC does not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.
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