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We have updated our Axos Advisor Services account type reference chart to clearly and accurately demonstrate the various account types that we offer so we can provide enhanced support and growth for your business.
Enhancements
View our Account Type Reference Chart On Thursday, March 21, we will be making changes to our password expiration sequence in Liberty from 105 days to 90 days. On or after that date, some users may be prompted to update their passwords at their next login, depending on where they were in the existing password sequence. With this update, password resets will be required after 90 days.
On Sunday, March 17, beginning at 8 a.m. MT, we will be performing system maintenance within Liberty. We anticipate this to last 4-5 hours. Access to services will be restored as quickly as possible. If you have already adopted the Client Portal, your clients will not be able to access their advisor-managed accounts. If you have any questions, please contact your Client Services Advocate. Thank you for your patience.
On Thursday, March 21, we will be making changes to our password expiration sequence in Liberty from 105 days to 90 days. On or after that date, some users may be prompted to update their passwords at their next login, depending on where they were in the existing password sequence. With this update, password resets will be required after 90 days.
Below is some helpful information to assist you in updating Section 5.K.3 on your annual Form ADV
This month, we will be adding new functionality to our self-service fee credit/assessment upload capabilities and fee processing reports within Liberty. This enhancement will include the addition of established term and exit term dates, firm-level setting for fee assessments on accounts that do not hold sufficient cash to cover/pay the fee, and reformatting the success/failure processing message to improve efficiencies and visibility. Look for more information on this enhancement in an upcoming RIA Connection.
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Please contact your Client Service Advocate if you have any questions or concerns about these posts.
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