AXOS CLIENT PORTAL: Elevating Your Client Experience

Help elevate your client experience with intuitive technology.
 
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.
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What functionality is included in the Axos Client Portal?

• Portfolio Balance Chart
• Portfolio Model Breakdown
• Transactions
• Cash Holdings
• Digital Statements
• Account Overview
• Advisor Contact Info
• Account Aggregation
• Spending Categorization
• NEW Integrated Banking
  • Money Movement with Investor Checking
  • Securities-Backed Line of Credit
• NEW Contributions to Accounts
• NEW Native Mobile Application
  • Mobile Deposit
  • FaceID
• NEW Self-Service Password Reset

Helpful Resources
To help prepare, we invite you to review some helpful resources in the Quick Links Section on the right side of your browser.