Get ready to deliver more features, functions, and products to your clients. The Axos Client Portal will be launching in early 2024. 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. What functionality is included in the Axos Client Portal?
To help prepare, we invite you to review the attached resources. We’re excited about the added convenience and value the Axos Client Portal will bring to you, your firm, and your clients. Axos Client Portal Informational Flyer Axos Client Portal User Guide End Investor Communications and Marketing Guide Investor Checking Informational Flyer If you have any questions, please reach out to your Client Services Advocate. Something awesome is in the works! Axos Advisor Services will soon be offering a Securities-Backed Line of Credit solution in February in a phased approach to assist your clients in leveraging the value of their investments to meet their financial needs. More details to come.
Due to high levels of dividend and related price activity currently being processed at year-end, it is possible some client accounts may experience short-term valuation discrepancies as these processes are complete. Any of these short-term discrepancies related to year-end dividend postings will automatically correct once the process is completed.
Please contact your Client Service Advocate if you have questions or concerns about any discrepancies you see. |
Please contact your Client Service Advocate if you have any questions or concerns about these posts.
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