We are thrilled to announce the upcoming launch of Axos for Salesforce managed package, set to debut on the Salesforce App Exchange soon!

Axos for Salesforce empowers you to efficiently manage your Axos Advisor Services accounts directly within your own Salesforce instance. This package ensures seamless account management and streamlined data integration with Liberty using our Axos Advisor Services Liberty APIs. 

Here's a sneak peek at what you can expect:

• Effortless Account Creation: Seamlessly create accounts on Liberty directly from Salesforce.
• Instant Updates: Receive Axos account numbers directly within Salesforce, streamlining your workflow.
• Digital Convenience: Send DocuSign envelopes from Salesforce for a smooth, paperless experience. 

And that's just the beginning! Throughout 2024, we will be rolling out a suite of powerful features designed to enhance your client experience and boost operational efficiency. Stay tunes for more updates and information. 

Questions? Please reach out to your Client Service Advocate. 

Adding solo(k) plans to your offering is a great way to support your self-employed and small business owner clients with a valuable retirement savings option. 

About Solo(k) Plans 
Solo 401(k) plans can be a pivotal component of a well-rounded investment portfolio, important for many clients with self-employment income. A solo(k) offers the same opportunity to save for retirement as a traditional 401(k), using pre-tax, Roth, and employer contributions, but with easier tax and compliance requirements due to the lack of employees. Understanding these plans empowers you to address the specific needs of entrepreneurs and small business owners. 

Benefits of Solo(k) Plans 
Flexibility: Solo(k)’s can be funded with a combination of employee salary deferrals and employer contributions. 
Tax Advantages: Both pre-tax and designated Roth contributions are allowed, providing tax-saving opportunities. 

Learn more 
To better understand the value of solo(k) plans and how to integrate them into your service offerings effectively, we invite you to explore our detailed solo(k) Frequently Asked Questions in the Quick Links section.  ​

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.