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Liberty: New consolidated buy/sell trading tab

2/1/2023

 
​At Axos Advisor Services, we are continually looking for ways to improve our user experience. For those who trade individual accounts rather than models, we get feedback that having separate screens for buys and sells is cumbersome.
 
To improve the user experience, we consolidated the Buy and Sell tabs in Liberty to one tab or page. Now the user can go to one space to conduct both actions. The Investor trading section will now have Buy/Sell Positions all on one tab. Functionality will remain the same for each, the only difference is now you go to one page to conduct both actions.
 
The view by quantity and view by value display the same information for both buy/sell. The view by tax lot will only be available to the sell option but you will see both the buy and sell buttons, although you will only be able to sell from that view.
 
We hope you find this latest enhancement beneficial. As always, if you have any questions on Liberty, please contact your Client Service Advocate. 

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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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