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 Investor Checking product.  

Client Portal Features & FAQ

Through the new portal, your clients will have access to all of their accounts, anywhere, on any device. The interface is a modern and secure digital experience where they can see their investments, access statements, and more.

• Convenient web and mobile app experience
• Option to co-brand with your RIA logo
• Client self-service account administration
  
  

We have compiled a robust FAQ to address questions you may have about the Axos Client Portal.

Investor Checking Features & FAQ

The portal will also offer an integrated Investor Checking account. Available exclusively to your clients through the Axos Client Portal. Investor Checking can provide your clients with a more integrated financial experience that strengthens the relationship between you, your client, and a non-competitive banking partner in Axos Bank.
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• No transfer holds to brokerage accounts
• No account fees and unlimited ATM fee reimbursements
• High mobile deposit limits
  
  

We have also created an FAQ document to answer questions about the Investor Checking product.

If you have any questions, please contact your CSA.

To ensure compliance with Regulation-T, effective December 15, systematic distributions will not be processed if it would put the account into a negative cash balance. Please ensure that cash is available two days prior to the systematic distribution posting date. You can review Pending Systematic Distribution bulletins in Liberty to determine what accounts need to have cash raised.