ANNOUNCEMENT: Investor Checking is Being Renamed Cash Management Checking

Investor Checking will be renamed Cash Management Checking, effective July 15th. Many of you shared that “cash management” aligned more closely with your business model and goals. This change reflects our commitment to delivering solutions that meet your client service needs.
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There have been no changes made to the product benefits or features, some of which are outlined below:

Cash Management Checking benefits for your clients:

• No transfer holds: All funds transferred to brokerage accounts are available for your advisor to trade.
• Priority service: Expedited service with a dedicated concierge team. Investors can call 866-833-0529.
• Expanded FDIC Insurance available: Gain access to coverage solutions for balances up to $240M.
• ATM Fee Reimbursements: Unlimited reimbursements worldwide.
  
  

Cash Management Checking benefits for you:

• Dedicated concierge available to support you with strategy, product features, and positioning. You can reach the advisor support team by calling 877-887-3030.
• Opportunity to spark full-picture conversations by connecting more client finances to investments you manage.
• Extending your service offering with various cash management solutions like SBLOC and mortgages.
• Protect your business against held-away deposit relationships that solicit advisory services.
  
  

Cash Management Checking is available to your clients through the Axos Client Portal. Clients with an existing Investor Checking account will be notified of the product name change in July.
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We are committed to providing you and your clients with the most appropriate financial products and services.
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If you have any questions about the product name change, please contact your Client Service Advocate.