AXOS ACCOUNTS: Account Type Reference Chart

We have updated our Axos Advisor Services account type reference chart to clearly and accurately demonstrate the various account types that we offer so we can provide enhanced support and growth for your business.

Enhancements

• Account Type names have been updated to align with the Investment and Banking Multi-Account Application and Agreement.
  
• Updated descriptions of the types of accounts we offer.
  
• NEW Full-service (or “Bundled”) accounts have their own section.
  
  • Account types listed in our full-services section have their own website outside of Liberty and provide additional support, including recordkeeping, third-party administration, compliance, investment management, and education.
    
    

For questions about our full-service offering, please contact our specialized Retirement Solutions team at [email protected]. Please contact your Client Services Advocate for any additional questions.

View our Account Type Reference Chart