On Sunday, March 17, beginning at 8 a.m. MT, we will be performing system maintenance within Liberty. We anticipate this to last 4-5 hours. Access to services will be restored as quickly as possible. If you have already adopted the Client Portal, your clients will not be able to access their advisor-managed accounts. If you have any questions, please contact your Client Services Advocate. Thank you for your patience.
On Thursday, March 21, we will be making changes to our password expiration sequence in Liberty from 105 days to 90 days. On or after that date, some users may be prompted to update their passwords at their next login, depending on where they were in the existing password sequence. With this update, password resets will be required after 90 days.
Below is some helpful information to assist you in updating Section 5.K.3 on your annual Form ADV
This month, we will be adding new functionality to our self-service fee credit/assessment upload capabilities and fee processing reports within Liberty. This enhancement will include the addition of established term and exit term dates, firm-level setting for fee assessments on accounts that do not hold sufficient cash to cover/pay the fee, and reformatting the success/failure processing message to improve efficiencies and visibility. Look for more information on this enhancement in an upcoming RIA Connection.
On Sunday, March 17, beginning at 8 a.m. MT, we will be performing system maintenance within Liberty. We anticipate this to last 4-5 hours. Access to services will be restored as quickly as possible.
If you have already adopted the Client Portal, your clients will not be able to access their advisor-managed accounts. If you have any questions, please contact your Client Services Advocate. Thank you for your patience. We have an upcoming enhancement to our process for contribution requests within Liberty that will streamline and improve efficiencies when making contribution requests. Look for more information on this enhancement in an upcoming RIA Connection.
As we approach the launch of the new Axos Client Portal, we want to help answer any questions you may have about the new portal and your client’s experience. 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. Watch the Demo Additional Resources
Prioritizing your experience and empowering you with helpful information is our goal. Please use the quick links on the far right to access our Frequently Asked Questions and Axos Client Portal user guide. |
Please contact your Client Service Advocate if you have any questions or concerns about these posts.
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