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Axos Advisor Services is excited to be launching our Securities-Backed Line of Credit (SBLOC) solution in February 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. Additional Information Want to learn more about the Securities-Backed Line of Credit solution? Review our Frequently Asked Questions document for more information. 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, please contact your Client Services Advocate. Comments are closed.
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Please contact your Client Service Advocate if you have any questions or concerns about these posts.
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