We are adding some enhancements to the Liberty Message Center to aid in ease of use. Some of the items we are enhancing include:
• Ability to filter Closed cases across different time periods • Addition of Representative and Account name columns in the search • Highlighting cases that require your team’s attention Please contact your Client Service Advocate if you have questions or concerns. 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. |
Please contact your Client Service Advocate if you have any questions or concerns about these posts.
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