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Cost Basis Reports

11/29/2018

 
Cost Basis Reports

RMD's and Distributions to Charities

11/29/2018

 
RMD's and Distributions to Charities

Add more value to client relationships  with account aggregation

11/28/2018

 
Add more value to client relationships with account aggregation

Click here for:  CompleteView FAQ

Market and/or Early Market Closures – Thanksgiving Day, November 22, 2018

11/21/2018

 
Market and/or Early Market Closures – Thanksgiving Day, November 22, 2018

Virtu Best Execution Report

11/20/2018

 
The updated Virtu Best Execution Report is now available under the Quick Links on the right side of the page.

Please contact your relationship manager with any questions.

Monthly EFT Summary Notifications to Account Owners

11/14/2018

 
Monthly EFT summary  notifications to account owners

Liberty System Maintenance Notice

11/14/2018

 
Please note the following System Maintenance down times for Liberty:
November 16, 2018 from 6:00pm MT to November 17, 2018 at 4:00 am MT.
 
Please contact your relationship manager with any questions

Market and/or Early Market Closures – Veteran’s Day, Nov. 12, 2018

11/7/2018

 
Market and/or Early Market Closures – Veteran’s Day, Nov. 12, 2018


4th Quarter Statement Message

11/7/2018

 
 If you would like to have a message to your clients on your December 2018 statements, please send your customized message to your relationship manager by Thursday, January 3rd. If you already have a recurring statement message, that message will continue unless we receive new instructions from you.

Statement messages can be up to 33 lines long with 74 characters per line and should be formatted with a line between paragraphs (paragraph, bullet point indentations and special characters are not available). The format for statement messages should not include special fonts, italics or bold characters.
If you have a statement insert, please notify your relationship manager by January 3rd. Three-page inserts will be accommodated, but more than three pages will delay your statement mailing.
Please contact your relationship manager with any questions.


    Please contact your Client Service Advocate if you have any questions or concerns about these posts.

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Axos Advisor Services is a trade name of Axos Clearing LLC. Axos Clearing LLC provides back-office services for registered investment advisers. Neither Axos Advisor Services nor Axos Clearing LLC provides investment advice or make investment recommendations in any capacity.

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