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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. When opening a new trust account, Axos requires a trust certification to accompany the application. Effective March 1, only the following Axos forms are acceptable for use as a trust certification:
Should you have questions regarding the new trust account required documentation, please contact your Client Service Advocate. Message Center provides bidirectional communication between users and their client service teams as well as the opportunity to submit and review statuses of requests.
You can access the Message Center in Liberty via the Documents tab> Message Center. You will be able to send messages and attachments securely via the Message Center directly to your client service team members, providing greater visibility into request statuses on accounts. Your client service team will introduce this feature to you over the next couple weeks. Please contact your Client Service Advocate if you have questions or concerns. Required Minimum Distributions (RMDs) are mandatory withdrawals that must be made from IRAs, SEP IRAs, SIMPLE IRAs, and employer retirement savings plans like 401ks after a certain age.
Starting in 2023, the age that individuals must begin taking required minimum distributions (RMDs) from their retirement account changed to 73 from 72, beginning January 1, 2023. Individuals who turn 73 this year must take their first distribution no later than December 31, 2023. Please contact your Client Service Advocate if you have questions or concerns. Wednesday, January 25, 2023
4:30 – 5 p.m. ET Would your clients benefit from diversifying into private real estate investments or private equity? What are the opportunities available and how would these asset classes fit into a well-diversified portfolio? Does this investment class make sense now, given current economic conditions? Join us for an informative webinar with Forum Capital Advisors and Primark Capital, with special guest Meketa Investment Group. You’ll learn:
Register now: https://axosevents.webex.com/axosevents/onstage/g.php?MTID=ebebea1b03caa7297fe6f37ff0f70c434 |
