Quarterly Statements
Q3 Enhancements and Deadlines

Axos is excited to announce its partnership with Mediant, a BetaNXT company, to elevate our print and mail services. This collaboration brings a host of benefits to you and your clients, along with important updates to deadlines for current submissions of logos and statement inserts. 

Key Benefits

• Full-color statements for a more vibrant presentation
• Superior print quality and consistency
• Advanced address verification to minimize delivery errors
• Faster delivery times for improved efficiency
  
  

Important Deadline Updates
Logo changes and custom messaging must be submitted by the 15th of the prior month.

• For Q3 statements, the submission deadline is September 15

Advisor inserts must be submitted by the last day of the prior month.

• For Q3 statements, the submission deadline is September 3

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Please work with your Client Service Advocate for statement customization and submissions. You can find the Quarterly Statement Customization Schedule and Deadlines in the Quick Links section.

Questions? Please reach out to your Client Service Advocate.

​Our quarterly Virtu Execution Scorecard has been updated for the second quarter of 2024 in the Quick Links section.