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Help elevate your client experience with intuitive technology.
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. What functionality is included in the Axos Client Portal?
Helpful Resources To help prepare, we invite you to review some helpful resources in the Quick Links Section on the right side of your browser. If filing via TurboTax or H&R Block:
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. About Investor Checking With the addition of an Axos Bank Investor Checking account, your clients can set up transfers from external accounts, deposit checks, and move money between their Axos Accounts. Frequently Asked Questions Prioritizing your experience and empowering you with helpful information is our goal. In support of that objective, we have curated a series of FAQs about the Axos Client Portal, Investor Checking, and our newly introduced Margin offering. If you have any questions about the Axos Client Portal, please contact your Client Service Advocate. As a reminder, all 2023 1099-R forms will be mailed or sent via eDelivery on January 31, 2024. Letters for account owners requiring RMDs will be mailed or sent via eDelivery by January 31, 2024.
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. About Investor Checking With the addition of an Axos Bank Investor Checking account, your clients can set up transfers from external accounts, deposit checks, and move money between their Axos Accounts. Frequently Asked Questions Prioritizing your experience and empowering you with helpful information is our goal. In support of that objective, we have curated a series of FAQs about the Axos Client Portal, Investor Checking, and our newly introduced Margin offering. If you have any questions about the Axos Client Portal, please contact your Client Services Advocate. |
Please contact your Client Service Advocate if you have any questions or concerns about these posts.
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