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.
 
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Does your firm have what it needs to unlock the potential of integrated banking? Our latest Advisor Insights Report offers a roadmap to increase client satisfaction, gain a competitive advantage, boost revenue, retain clients, and provide holistic advice. Axos is committed to delivering meaningful value to your advisor-client relationships; our holistic banking solutions can help enhance your value proposition, empowering you to keep your clients’ complete financial landscape in mind while fostering growth for your firm.  
 
At Axos Advisor Services, we are always thinking of new ways to help you grow your business and deliver more value to your clients. As an Axos client, your firm receives VIP advisor support through our Premier Banking and Lending Solutions team. If you need assistance, please call 877-887-3030 to speak to a premier team member for support with strategy, product features, and positioning. 

Axos Advisor Services is launching a Securities-Backed Line of Credit (SBLOC) solution to assist your clients in leveraging the value of their investments to meet their financial needs with a phased approach.

Offering securities-backed lines of credit to your clients is another solution you can use to provide a holistic financial offering for your clients' various needs. It provides your firm with an opportunity to deepen client relationships and gain a competitive advantage over other financial advisors who do not offer comprehensive investment and lending solutions.

​If your client’s individual or joint account is eligible, you will see a link under additional actions on the overview page. If the client starts the process from the Portal, you will receive a bulletin in Liberty and a copy of the DocuSign package.

Additional Information
Frequently Asked Questions
Liberty User Guide – How to Execute an SBLOC in Liberty

As an Axos Advisor Services client, your firm receives VIP advisor support through our Premier Banking and Lending Solutions team. If you have questions about SBLOC, please call 877-887-3030 to speak to a premier team member. If you have any additional needs or questions, don't hesitate to contact your Client Services Advocate.

This week’s Liberty release will have several new updates to our Liberty Message Center functionality. 

• Users can now add additional messages and attachments to active cases within the Account Overview tile.  This will allow users to quickly add a message or attachment(s) to a case directly from the Account screen. 
• We added a status of “Pending Closing” for cases.  These cases will reflect a status of “Pending Closing” to help notify users of items that will close within 10 days. These are for informational purposes but provide better communication of statuses.
• We updated the “bubbles” in the Message Center notifications link to better notify users of pending cases needing attention on the Processing and Communication tabs.
  • Red bubbles notify users of any pending customer response status or pending closing status on the Processing tab.
  • Yellow bubbles will notify users of pending customer response cases on the Communications tab.